Senior Vice President, Deal Management
Company: bny mellon
Location: Lake Mary
Posted on: February 15, 2026
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Job Description:
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.
Keywords: bny mellon, Palm Coast , Senior Vice President, Deal Management, IT / Software / Systems , Lake Mary, Florida
