Senior Associate, Administration and Planning jobs in United States
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BNY · 1 month ago

Senior Associate, Administration and Planning

BNY is a leading global financial services company that influences nearly 20% of the world's investible assets. The role of Senior Associate in the GIW Chief of Staff Team involves preparing materials for meetings, developing client strategies, coordinating travel and events, and providing support on cross-functional projects.

Financial Services

Responsibilities

Partner with the Chief of Staff to prepare briefing materials, talking points, and logistics for internal and external meetings, events, and speaking engagements
Partner closely with the Chief of Staff to evaluate client meeting requests and develop client strategy - enabling the Global Head of Investments & Wealth to have a strategic, high impact schedule of client engagements
Support coordination of travel and event planning in partnership with the Global Head of Investments & Wealth’s Executive Assistant and other team members as needed
Draft and manage internal correspondence on behalf of the Global Head of Investments & Wealth and Chief of Staff, ensuring alignment with tone, messaging, and business context
Attend select meetings with the Chief of Staff to document key takeaways, support follow-up, and gain firsthand exposure to senior-level discussions
Provide support on cross-functional projects driven by the Global Head of Investments & Wealth or Chief of Staff, including managing timelines, stakeholder alignment, and progress tracking

Qualification

Client strategyExecutive communicationsEvent logisticsProject coordinationAI productivity toolsDiscretionAgilityOrganizational skillsWriting skillsCommunication skillsDetail-orientedTeam-first mindset

Required

Bachelor's Degree and 3-5 plus years of relevant experience
Proactive, driven high achiever with a track record of success; curious and motivated to learn
Excellent organizational, writing, and communication skills
Highly dependable and detail-oriented with a low-ego, team-first mindset
Discreet and professional when handling sensitive information
Interest and experience using AI to increase productivity and optimize workflows
Demonstrated interest in investment or wealth management, strategy, client coverage, or executive support
Ability to remain agile in a fast-paced, global environment often under tight time constraints

Benefits

Flexible global resources and tools for your life’s journey
Generous paid leaves, including paid volunteer time
Competitive compensation package
Commission earnings
Discretionary bonuses
Short and long-term incentive packages
Company-sponsored benefit programs

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase