FX Platform Sales Specialist

BNY

Specialist in FX Platform Sales at BNY focused on client engagement in financial solutions. Collaborating with teams to drive adoption and optimize client strategies.

Posted 7/21/2026full-timeNew York City • New York • 🇺🇸 United StatesJunior💰 $52,000 - $106,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in driving sales adoption and client engagement within financial services, utilizing data-driven insights and project management skills to enhance efficiency and collaboration across teams.

Highest-signal resume keywords

Sales ExperienceClient EngagementProject ManagementData-Driven InsightsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ServicesSalesBusiness DevelopmentOpportunity TrackingAgile Practices

Soft Skills

Attention to DetailCollaborationInfluencing Skills

Tools & Technologies

AI ToolsProductivity Tools

Industry Keywords

SecuritiesClient Coverage

About the role

Key responsibilities & impact

Drive adoption and penetration of BNY’s Delegated FX solutions.
Manage sales activity with discipline by maintaining opportunity tracking.
Contribute to growing share of wallet with priority clients.
Use AI and productivity tools to improve sales efficiency.
Coordinate with internal business units for client outreach.
Prepare high-quality client materials and meeting content.
Apply data-driven insights to identify market opportunities.
Collaborate and influence across stakeholder groups.

Requirements

What you’ll need

Bachelor’s degree required; advanced degree a plus.
1–2 years of experience in financial services, sales, client coverage, or related field; experience in securities or financial services is preferred.
Demonstrated interest in sales, client engagement, and business development.
Strong organizational skills and attention to detail.
Project management skills and experience desired, including exposure to agile practices.

Benefits

Comp & perks

Highly competitive compensation
Health insurance
401(k) plan
Paid leaves including paid volunteer time