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, 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 Specialist to join our Fund and Investor Services Team. This role is located in Lake Mary, Florida.
In this role, you’ll make an impact in the following ways:
- Lead development of new business through a portfolio of existing client relationships and/or new prospects, focusing on revenue growth by deepening and expanding existing relationships and cultivating new business.
- Oversee maintenance of the tracking database and assist in creating and maintaining divisional reports and client presentations.
- Collaborate with internal teams (client service, operations, marketing, legal, compliance) to ensure all risk management and compliance activities related to business development and account management are conducted and documented.
- Support the full sales lifecycle including account planning, sales hygiene, client feedback, and cross-product solution ideation to meet client needs and achieve firm objectives.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred.
- 2-4 years of total work experience preferred, ideally within Financial Services with exposure to client types or products such as Hedge or Pension funds.
- Prior experience in a customer-facing role, Sales Support, Global Capital Markets, or Product Management is preferred.
- Applicable local/regional licenses or certifications as required by the business.
- Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the region.
- Bi-lingual capabilities and an understanding of local/cultural nuances are helpful to build client trust.
- No direct people leadership responsibilities.
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.
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, 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.
