Director- Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing
: Job Details :


Director- Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing

BNY Mellon

Job Location : New York,NY, USA

Posted on : 2025-08-09T01:09:58Z

Job Description :

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At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring their perspectives to create solutions with our clients that benefit businesses, communities, and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We're seeking a future team member for the role of Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing to join our Client Marketing team. This role is located in New York City (Hybrid), 4 days in-office per week.

The Head of Wealth Intermediaries, Banks & Broker-Dealers Marketing is a senior leader responsible for positioning the firm as a leader and driving strategic marketing initiatives with financial advisors, RIAs, multi-family offices, warehouses, multinational and regional banks, and broker-dealers. The ideal candidate will have a deep understanding of these segments, strong leadership capabilities, and a proven track record in developing and executing targeted marketing strategies that drive growth, client acquisition, and retention.

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

  • Strategic Marketing Leadership: Develop and implement a comprehensive marketing strategy for the wealth intermediary, bank, and broker-dealer segments, aligning with the firm's overall business goals.
  • Collaborate with executive leadership, product, sales, and relationship teams to develop a unified go-to-market approach.
  • Client Acquisition & Retention: Lead the development of tailored messaging and value propositions that resonate with different constituents within the segment.
  • Measure and analyze the effectiveness of marketing campaigns, using data-driven insights to refine strategies and optimize ROI.
  • Brand Positioning & Thought Leadership: Establish and enhance the firm's brand presence in the wealth intermediary, bank, and broker-dealer market, building credibility and awareness through white papers, webinars, industry reports, and case studies that position the firm as a thought leader.
  • Cultivate relationships with industry organizations, publications, and conferences to showcase the firm's expertise.

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

  • 15+ years of client marketing experience; Bachelor's degree required.
  • Experience with B2B and B2B2C marketing programs.
  • Highly analytical mindset and attention to key metrics.
  • Ability to run experiments and continuous testing to optimize performance.
  • Agile approach to growth marketing and the ability to navigate ambiguity.
  • Overall track record of professional and academic success.
  • Experience in building, leading, and motivating teams while collaborating in a matrixed organization.

At BNY, our culture speaks for itself. Here are some of our awards:

  • America's Most Innovative Companies, Fortune, 2024
  • World's Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • Most Just Companies, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg's Gender Equality Index (GEI), 2023

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, to 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, and protected veterans.

We assess market data to ensure a competitive compensation package. The base salary for this position is expected to be between $125,000 and $210,000 per year at the start of employment. The final salary will be determined based on experience, market location, and other factors. Compensation may also include bonuses, incentives, and benefits.

This position is at-will, and the company reserves the right to modify compensation and other terms at any time.

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