Director, Delivery Practitioner

About the role

The role of Director, Delivery Practitioner is within the Wealth Services team at BNY, a leading global financial services company. This role is based in either Jersey City, NJ or New York, NY.

Responsibilities

• Serve as a strategic partner to Sales, Relationship Management, and Client Enablement teams by participating in prospect and client conversations to demonstrate platform and product capabilities tailored to specific client operating models.
• Provide consultative recommendations on how clients may optimize or adapt workflows to achieve desired business outcomes using BNY’s platform.
• Serve as a trusted product advisor during early client lifecycle stages (pre-sale through onboarding).
• Act as a platform generalist with a strong understanding of end-to-end capabilities (vs. feature-specific product ownership).
• Educate and guide clients on product applications and financial investments available to support their Wealth Management needs.
• Translate cross-platform client needs into actionable feedback for Product Managers.
• Develop a deep understanding of the platform vision, roadmap, and individual product domains through close collaboration with Product Managers.
• Ensure alignment between external client demands and internal product delivery cycles.
• Deliver high-impact demos and platform walkthroughs, customizing narratives to fit firm-specific use cases and business models.
• Maintain feedback loops between Product, Sales, Client Success, and Platform Enablement teams to reinforce strategic alignment.

Requirements

• 10+ years of experience in product strategy, client solutions, platform consulting, or enterprise sales engineering in fintech, wealthtech, or financial services platforms.
• Strong understanding of wealth and asset management operating models and related workflows.
• Exceptional interpersonal skills and ability to tailor communication to C-suite, sales executives, and technical stakeholders.
• Ability to connect the dots across a broad platform architecture and articulate platform-wide value.
• Proven success in pre-sales or client advisory contexts, particularly involving technical and operating model complexity.
• Experience capturing and prioritizing client feedback to inform product development lifecycles.
• Proficiency in leading demos, customizing user journeys, and communicating the "art of the possible" using technology platforms.

Qualifications

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Passion for innovation and a commitment to excellence.

Skills

• Knowledge of wealth management and asset management industry trends.
• Experience with financial planning and investment strategies.
• Strong project management and organizational skills.
• Ability to manage multiple projects simultaneously.

Benefits

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.

Pay

The base salary for this position is expected to be between $130,000 and $281,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including experience and market location, and is only part of the BNY total compensation package, which may also include commission earnings, discretionary bonuses, short- and long-term incentive packages, and Company-sponsored benefit programs.

Schedule

This role is full-time and permanent.

Company Information

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. This position is at-will and the Company reserves the right to modify base salary (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.