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10 Nov 2022

Full-Time Pershing, Business Strategy, Director

JosephC79 – Posted by JosephC79 Jersey City, New Jersey, United States

Job Description

Position Summary

In this position you will be able assess competitive intelligence, market trends and gain a deep understanding of Pershing’s business model to support the development of our strategy in line with the firm’s vision and purpose. You wil be able to develop and manage a process to articulate the firm’s strategy to internal and external audiences.


Job Responsibilities

  • Support the process of developing the firm’s purpose and vision into Pershing’s strategy by leveraging an understanding of the market trends, competitive landscape and client needs
  • Translate the strategy into written and verbal communications for a variety of audiences (board of directors, shareholders, employees, regulators and clients)
  • Monitor and analyze industry trends and market changes impacting the asset and wealth management industry
  • Develop competitive intelligence on broad scope of personas in the asset and wealth management industry
  • Manage the Voice of the Client function which will drive primary research on client needs
  • Engage closely with senior leadership to cascade key strategic initiatives across the organization
  • Create briefings for Firm management meetings with investor relations audiences
  • Develop frameworks and quantitative models to evaluate and analyze strategic hypotheses



  • 10 + years experience at a business consulting firm, corporate strategy function or investor relations unit within a financial services organization
  • Deep knowledge of asset and wealth management industry, the key personas and client segments
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and networking skills with a variety of personalities and positions
  • Ability to convert complex financial information into understandable content
  • Ability to distil complex concepts in simple, practical terms
  • Experience in market research and data analysis
  • Analytical mind with problem-solving aptitude and ability to structure analyses
  • Comfortable dealing with ambiguity
  • High attention to detail
  • Proficiency in Microsoft Excel and PowerPoint
  • BSc/BA in Business Administration, Finance or Mathematical field

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.


How to Apply

Job Categories: Equal Opportunities. Job Types: Full-Time. Salaries: Not Disclosed.

Job expires in 12 days.

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