BNY is seeking a Director, Product Experience Solutions to join their Wealth Services Platform to serve as a strategic partner to Sales, Relationship Management and Client Enablement teams, demonstrating platform capabilities, providing consultative recommendations, and acting as a trusted product advisor during early client lifecycle stages.
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.
- 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.
Responsibilities
- 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.
- Synthesize input across multiple client engagements to identify themes and prioritize enhancements with product leadership.
Other
- Serve as a strategic partner to Sales, Relationship Management and Client Enablement teams by participating in prospect and client conversations.
- Exceptional interpersonal skills and ability to tailor communication to C-suite, sales executives, and technical stakeholders.
- 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.
- Maintain feedback loops between Product, Sales, Client Success, and Platform Enablement teams to reinforce strategic alignment.
