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Senior Vice President, Deal Management

BNY Mellon

Senior Vice President, Deal Management

BNY Mellon

Lake Mary, FL, United States; New York, NY, United States

·

On-site

·

Full-time

·

3mo ago

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Vice President  to join our Wealth Services Platform RFP team. This role is located in Lake Mary, Florida and Jersey City, NJ

In this role, you’ll make an impact in the following ways:

  • Responsible for end to end RFP design and development.
  • Define and execute the overall RFP strategy aligned with business growth objectives.
  • Partner with senior business leaders, product teams, and client relationship managers to position the firm competitively in RFP responses.
  • Oversee the end-to-end RFP lifecycle: intake, analysis, response development, quality review, submission, and post-mortem feedback.
  • Ensure responses are accurate, compliant, and differentiated, reflecting the firm’s strengths in wealth and financial services.
  • Maintain a centralized knowledge base and content library for efficient and consistent RFP production.
  • Own and manage RFPs for top opportunities, personally leading process and quality assurance for BAU RFPs as a player/coach.
  • Implement and leverage AI-driven RFP automation tools (e.g., RFPIO, Loopio, or custom AI solutions) to increase efficiency and accuracy.
  • Explore opportunities to improve generative AI and natural language processing for drafting, content tagging, and knowledge management.
  • Collaborate with AI Hub and innovation teams to integrate AI, data analytics, and workflow automation into the RFP process.
  • Act as a strategic advisor to business development and client coverage teams on proposal positioning.
  • Partner with subject matter experts (investment, operations, compliance, and technology) to ensure responses are aligned with client needs.
  • Represent the RFP team in senior leadership meetings and cross-functional committees.
  • Establish KPIs and reporting to measure RFP success rates, turnaround times, and client feedback.
  • Continuously improve processes, templates, and content management through technology and best practices.
  • Ensure compliance with regulatory, legal, and brand standards.

To be successful in this role, we’re seeking the following:

  • 8+ years of experience in RFP management within financial services, asset/wealth management, or banking.
  • Proven track record of leading and scaling RFP teams.
  • Strong understanding of wealth management products, investment solutions, and financial regulations.
  • Expertise in AI/ML applications, automation tools, and knowledge management systems.
  • Exceptional project management, writing, and communication skills.
  • Strong stakeholder management and ability to influence senior executives.
  • Strategic thinker with an innovation mindset.
  • Attention to detail and deep technical acumen in AI and automation tools.
  • Exceptional leadership, coaching abilities, and people development skills.
  • Ability to translate complex financial concepts into client-centric messaging.
  • Resilient, agile, highly collaborative, and able to work under pressure with tight deadlines.
  • Voracious learner.

At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom | BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune, 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $102,000 and $170,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.



 

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About BNY Mellon

BNY Mellon

BNY Mellon is a global investment company and one of the world's oldest banks, providing investment management and investment services to institutions, corporations and high-net-worth individuals. The company serves as a custodian for assets and provides treasury services, fund administration and other financial services.

10,001+

Employees

New York City

Headquarters

Reviews

4.0

31 reviews

Work Life Balance

3.4

Compensation

4.8

Culture

3.9

Career

4.1

Management

3.5

78%

Recommend to a Friend

Pros

Prestigious brand and networking opportunities

Excellent compensation and bonus structure

Exposure to complex financial systems

Cons

Work-life balance can be difficult

Legacy technology in some areas

High-pressure environment with strict deadlines

Salary Ranges

30 data points

Junior/L3

L2

L3

L4

L5

L6

Mid/L4

Senior/L5

Junior/L3 · Associate Client Reporting Performance I

1 reports

$70,635

total / year

Base

$61,422

Stock

-

Bonus

-

$70,635

$70,635

Interview Experience

8 interviews

Difficulty

3.0

/ 5

Duration

21-35 weeks

Experience

Positive 0%

Neutral 75%

Negative 25%

Interview Process

1

Application Review

2

Online Assessment/Technical Screen

3

HR/Recruiter Screen

4

Technical Interview

5

Behavioral Interview

6

Final Round/Superday

Common Questions

Technical Knowledge

Coding/Algorithm

Behavioral/STAR

Past Experience

Culture Fit