Senior Vice President, Deal Management Manager

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, Deal Management Manager 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:

• Lead, mentor, and grow the RFP team, driving performance, accountability, and professional 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.