Director, Business Development & Strategic Partnerships

BNY Mellon•New York, NY

7h•$177,000 - $275,000

About The Position

We’re seeking a future team member for the role of Director, Business Development & Strategic Partnerships to lead partnership origination and development efforts for Advisor Match. We envision a successful Director of Business Development and Strategic Partnerships as someone who exemplifies proactiveness, strategic and analytical thinking, as well as entrepreneurial spirit. What makes this opportunity especially exciting? BNY Advisor Match is a strategic opportunity for BNY to build a digital referral program that will capture a share of the massive $80T wealth transfer over the coming decade. It is a new service designed to connect investors with financial advisors through trusted referral channels, enterprise partnerships, and digital experiences. As BNY scales Advisor Match, a critical priority is building a diversified, high-quality pipeline of demand through strategic partnerships. This includes relationships across financial services, workplace and benefits providers, platforms, and adjacent industries that can serve as consistent sources of qualified client introductions. This role will focus on identifying, shaping, and activating these partnerships—translating market opportunities into structured, scalable growth channels for the platform. We look forward to sharing this front-foot, opportunity creation role focused on building, signing, and activating a high-quality pipeline of strategic partners. Reporting to the Senior Director, Head of Advisor Growth & Solutions, we're adding to a dynamic and innovative team. This role is located in New York, NY or in Jersey City, NJ.

Requirements

Bachelor’s degree required, MBA or equivalent a plus
7 or more years of experience in business development, partnerships, strategy, consulting, or related roles
Strong organizational and project management skills, with ability to manage multiple priorities simultaneously
Excellent written and verbal communication skills, with ability to develop clear, compelling narratives
Proficiency in Microsoft Office Suite, CRM, and AI tools
Ability to work independently and as part of a team in a fast-paced environment
Detail-oriented with strong analytical and problem-solving capabilities

Nice To Haves

Experience working in financial services is a plus, but not required
Experience in fast-paced, entrepreneurial, or growth-oriented environments is strongly preferred

Responsibilities

Own Strategic Partner Relationships: Establish key partner contacts, building long-term, trust-based relationships with senior stakeholders
Develop Partnership Strategy: Define how each partnership creates value—across client acquisition, engagement, and economics—aligned to Advisor Match growth priorities
Drive Value Realization: Ensure partnerships deliver measurable outcomes (e.g., lead volume, conversion, revenue). Monitor performance and continuously optimize based on data and insights
Joint Planning & Go-to-Market: Collaborate with partners to define joint go-to-market strategies, activation plans, and ongoing engagement models
Partner Segmentation & Prioritization: Assess and prioritize partnerships based on strategic fit, scalability, and performance—informing where to double down or pivot
Executive Relationship Management: Engage and influence senior stakeholders internally and externally to advance partnerships and unlock new opportunities
Sign Partners: Identify, engage, and drive deal closure for strategic B2B2C partnerships across industries. Focus on sourcing high-quality, scalable demand channels aligned to Advisor Match priorities
Maintain Pitch Library: Ensure pitch materials are current, structured, and aligned to evolving partnership strategies. Continuously refine messaging based on market insights, partner feedback, and product capabilities
Prepare Pitches: Develop tailored, insight-driven pitches for prospective partners. Clearly articulate the value proposition, economics, and strategic rationale in a way that resonates with senior external stakeholders
Support Research Activities: Conduct structured market, partner, and competitive research to identify new opportunities, inform targeting, and support development of partnership theses
Contract Execution: Support structuring, negotiation, and execution of partnership agreements in coordination with Legal, Risk, and Compliance. Ensure alignment on commercial terms, incentives, and long-term value creation
Client Onboarding: Facilitate onboarding and activation of new partners, ensuring a smooth transition from deal to execution and a strong early-stage experience
Manage Deal Flow: Maintain accurate, real-time visibility into pipeline activity across leads, prospects, and closed deals using CRM systems
Manage Deal Flow Status: Actively track deal progression, identify bottlenecks or risks, and take action to maintain momentum across the pipeline
Pipeline Strategy & Prioritization: Evaluate and prioritize opportunities based on strategic value, feasibility, and expected impact
Generate Reporting: Develop regular reporting on pipeline health, deal progress, and key KPIs to support transparency and decision-making
Provide Insights: Translate pipeline data and market signals into actionable insights and recommendations to inform strategy and focus areas
Collaborate with Team Members: Partner closely with Product, Go-to-Market, Commercial, Legal, Risk, and other teams to align on priorities, shape partnership approaches, and support execution
Perform Intermediary: Act as a liaison between external partners and internal stakeholders, ensuring clear communication and alignment throughout the deal lifecycle
Drive Internal Alignment: Align stakeholders around partnership strategy, deal structure, and execution plans—balancing strategic ambition with operational feasibility
Support Execution & Activation: Ensure partnerships are successfully implemented, working across teams to translate strategy into tangible outcomes