# Specialist, FX Platform Sales

[BNY Mellon](https://www.jorb.ai/firms/bny-mellon.md) · New York · United States · [Sales & Trading](https://www.jorb.ai/jobs/sales-trading.md)

BNY Mellon is hiring a Specialist, FX Platform Sales in New York. Posted 2026-07-20; applications close 2026-09-18.

**Apply**: https://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/79086

Posted 1d ago.

## Role details

## Specialist, FX Platform Sales

We’re seeking a future team member for the role of Specialist, FX Platform Sales to join our Markets team. This role is located in New York, NY.

## Responsibilities

In this role, you’ll make an impact in the following ways:

  
- Drive adoption and penetration of BNY’s Delegated FX solutions by engaging institutional clients on execution needs, workflows, and tailored solution offerings.
  
- Manage sales activity with discipline by maintaining opportunity tracking, progressing client engagement, and helping convert qualified outreach into financial opportunities.
  
- Contribute to growing share of wallet with priority clients through proactive outreach, commercial follow-up, and clear articulation of BNY’s FX platform offering.
  
- Use AI and productivity tools to improve sales efficiency, surface opportunities, and support adoption of FX platform solutions.
  
- Coordinate with internal business units to gather information needed to inform client outreach and strengthen sales execution.
  
- Prepare high-quality client materials, meeting content, and action trackers that help advance commercial opportunities and reinforce client engagement.
  
- Apply data-driven insights and analytical rigor to identify emerging market opportunities and optimize client segmentation strategies.
  
- Collaborate and influence across diverse stakeholder groups to progress client opportunities, remove execution barriers, and deliver tailored solutions that meet client objectives.

## Qualifications

To be successful in this role, we’re seeking the following:

  
- Bachelor’s degree required; advanced degree a plus.
  
- 1–2 years of experience in financial services, sales, client coverage, or a related field; experience in securities or financial services is preferred, particularly in FX or institutional sales environments.
  
- Demonstrated interest in sales, client engagement, and business development, with the ability to operate effectively in a fast-paced environment.
  
- Strong organizational skills, attention to detail, and the ability to manage multiple workstreams in a fast-paced environment.
  
- Project management skills and experience desired, including exposure to agile practices, backlog management, and stakeholder alignment, though not essential.
  
- Strong interpersonal and communication skills, with the ability to create clear, well-structured materials and communicate effectively with internal stakeholders.

## Applying to this role

This Specialist, FX Platform Sales role at BNY Mellon runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=bny-mellon&job=6a5e7eb98816e3be544c7dc9)

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Updated: 2026-07-22
Canonical: https://www.jorb.ai/jobs/6a5e7eb98816e3be544c7dc9
