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Pershing, Retirement and Long Term Planning Solutions, Director

BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.


Pershing, Retirement and Long Term Planning Solutions, Director


Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting

The Retirement and Long-term Planning solutions product management team is responsible for retirement, insurance and philanthropic solutions to include : Qualified Retirement Plans, Annuities, Decumulation, Donor Advised Funds and other tax preferred solutions. In addition, this team manages any applicable regulatory, legislative and compliance responsibilities for these products and solutions. Overall activities include managing this range of products from development through implementation and supporting sales and delivery.

Position Summary

Provides leadership for the Retirement and Long-term Planning solutions product management team. This includes developing the strategy for Retirement, Insurance and philanthropic solutions based on industry trends, regulatory changes and client needs. Provides support for product managers throughout the product development lifecycle. Leads the team’s efforts within the technology prioritization process to ensure desired solutions are committed to and are built. Responsible for managing key vendor relationships .

Job Responsibilities

Monitors and analyzes industry trends and market changes impacting the asset and wealth management industry as they relate to retirement and long-term planning solution

Leverages strong market knowledge to integrate the demands of clients in efforts to try to keep product offerings ahead of competitors.

Provides strategic direction to the team and prioritizes work efforts and resource allocation

Oversees the product management team’s product development and management efforts

Oversees strategy execution with respect to the product team’s technology development and delivery processes

Develops, implements and manages product pricing along with capital and operating budgets

Understands the implications of product development to Pershing’s policies and operational procedures and influences appropriate change with other various teams supporting the solutions

Responds to internal and external clients’ products and services inquiries

Recruits, directs, motivates and develops staff, maximizing their individual contribution


Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.

12+ years of total work experience preferred. Experience in Product Management, operations, client management preferred.

Understanding of IRA Rules and compliance issues (e.g. SECURE Act, RMD rules), QRP plans and compliance issues (e.g. Cycle 3, 403b7 rules),

Experience with annuity trading and servicing

Analytical mind with problem-solving aptitude and ability to structure analyses

Comfortable dealing with ambiguity

High attention to detail

Excellent verbal and written communication skills.

Excellent interpersonal and networking skills with a variety of personalities and positions


Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

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.

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Pershing, Retirement and Long Term Planning Solutions, Director

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BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.

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