Director, Strategic Investments
BNY Mellon, New York, NY, United States
Director, Strategic Investments (SPIN)
Location: NY, NY
We’re seeking a future team member for the role of Director, Strategic Investments to join our Strategic Partnerships, Investment and Innovations team.
BNY’s Strategic Investments team (SPIN) is responsible for identifying, evaluating, and executing minority investments and strategic partnerships that accelerate the firm’s long‑term growth agenda. The team operates at the intersection of corporate strategy, M&A, venture investing, and product innovation, focusing on financial infrastructure, digital assets, data platforms, and next‑generation fintech.
The Director will play a leadership role in sourcing, diligencing, and executing transactions, partnering closely with senior executives across business lines to align investments with enterprise priorities.
Investment Execution
Lead end‑to‑end execution of strategic investments, including minority equity investments and joint ventures
Develop and oversee financial models, valuation frameworks, and transaction structuring
Manage due diligence processes across commercial, financial, legal, regulatory, risk and technology domains
Draft and present investment memoranda to senior leadership and governance committees
Deal Sourcing & Thematic Development
Proactively identify investment opportunities aligned with BNY’s strategic priorities (e.g., digital assets, tokenization, payments data/analytics, market infrastructure)
Build and maintain relationships with venture capital firms, founders, bankers, and ecosystem participants
Develop investment theses based on market trends, competitive dynamics, and client needs
Portfolio Management
Oversee performance and strategic alignment of existing portfolio companies
Represent BNY in board observer or governance roles where applicable
Identify opportunities to deepen commercial partnerships between BNY and portfolio companies
Strategic Advisory
Act as a thought partner to business leaders on inorganic growth opportunities
Support broader corporate strategy initiatives, including market entry analysis and competitive benchmarking
Collaborate with internal stakeholders (Product, Legal, Risk, Finance, Compliance) to ensure alignment and execution readiness
Leadership & Team Development
Mentor junior team members and contribute to a high‑performance investment culture
Drive best practices in investment evaluation, governance, and execution discipline
Qualifications
Experience:
8‑12+ years of experience in investment banking, private equity, venture capital, corporate development, or strategic investing within financial services or fintech
Demonstrated track record of leading complex transactions from origination through execution
Experience in fintech, financial infrastructure, or digital assets strongly preferred
Ability to assess technology platforms and business models (particularly in data, payments, custody, blockchain, or capital markets infrastructure)
Strong understanding of deal structuring, term sheets, financial modeling, valuation and shareholder agreements
Strategic & Commercial Acumen:
Ability to connect investment opportunities to enterprise‑level strategic priorities
Strong market awareness across financial services and emerging fintech ecosystems
Experience working with senior stakeholders and influencing decision‑making
Leadership & Communication:
Exceptional written and verbal communication skills, including preparation of investment committee materials
Ability to operate in a highly matrixed organization with competing priorities
Proven ability to lead cross‑functional teams and manage multiple transactions simultaneously
Preferred Attributes:
Experience within a financial institution’s strategic investment or corporate venture arm
Familiarity with regulatory considerations in banking and financial markets
Network within fintech and venture ecosystems
MBA or equivalent advanced degree (preferred but not required)
What Differentiates This Role
Direct exposure to senior leadership and enterprise‑wide strategic initiatives
Opportunity to shape BNY’s position in next‑generation financial infrastructure
Hybrid mandate spanning venture investing, corporate development, and strategic advisory
Access to a global platform with deep client relationships and market influence
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 help you reach your financial goals as a valued member of our team. Generous paid leaves, including paid volunteer time, support you and your family through moments that matter.
Equal Employment Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer – Under‑represented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Compensation Base salary for this position is expected to be between $102,000 and $226,000 per year at the commencement of employment. Base salary will be determined on an individualized basis, depending on experience and market location, and is only part of the total compensation package, which may also include commission earnings, discretionary bonuses, short‑ and long‑term incentive packages, and company‑sponsored benefit programs. This position is at‑will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time.
#J-18808-Ljbffr
We’re seeking a future team member for the role of Director, Strategic Investments to join our Strategic Partnerships, Investment and Innovations team.
BNY’s Strategic Investments team (SPIN) is responsible for identifying, evaluating, and executing minority investments and strategic partnerships that accelerate the firm’s long‑term growth agenda. The team operates at the intersection of corporate strategy, M&A, venture investing, and product innovation, focusing on financial infrastructure, digital assets, data platforms, and next‑generation fintech.
The Director will play a leadership role in sourcing, diligencing, and executing transactions, partnering closely with senior executives across business lines to align investments with enterprise priorities.
Investment Execution
Lead end‑to‑end execution of strategic investments, including minority equity investments and joint ventures
Develop and oversee financial models, valuation frameworks, and transaction structuring
Manage due diligence processes across commercial, financial, legal, regulatory, risk and technology domains
Draft and present investment memoranda to senior leadership and governance committees
Deal Sourcing & Thematic Development
Proactively identify investment opportunities aligned with BNY’s strategic priorities (e.g., digital assets, tokenization, payments data/analytics, market infrastructure)
Build and maintain relationships with venture capital firms, founders, bankers, and ecosystem participants
Develop investment theses based on market trends, competitive dynamics, and client needs
Portfolio Management
Oversee performance and strategic alignment of existing portfolio companies
Represent BNY in board observer or governance roles where applicable
Identify opportunities to deepen commercial partnerships between BNY and portfolio companies
Strategic Advisory
Act as a thought partner to business leaders on inorganic growth opportunities
Support broader corporate strategy initiatives, including market entry analysis and competitive benchmarking
Collaborate with internal stakeholders (Product, Legal, Risk, Finance, Compliance) to ensure alignment and execution readiness
Leadership & Team Development
Mentor junior team members and contribute to a high‑performance investment culture
Drive best practices in investment evaluation, governance, and execution discipline
Qualifications
Experience:
8‑12+ years of experience in investment banking, private equity, venture capital, corporate development, or strategic investing within financial services or fintech
Demonstrated track record of leading complex transactions from origination through execution
Experience in fintech, financial infrastructure, or digital assets strongly preferred
Ability to assess technology platforms and business models (particularly in data, payments, custody, blockchain, or capital markets infrastructure)
Strong understanding of deal structuring, term sheets, financial modeling, valuation and shareholder agreements
Strategic & Commercial Acumen:
Ability to connect investment opportunities to enterprise‑level strategic priorities
Strong market awareness across financial services and emerging fintech ecosystems
Experience working with senior stakeholders and influencing decision‑making
Leadership & Communication:
Exceptional written and verbal communication skills, including preparation of investment committee materials
Ability to operate in a highly matrixed organization with competing priorities
Proven ability to lead cross‑functional teams and manage multiple transactions simultaneously
Preferred Attributes:
Experience within a financial institution’s strategic investment or corporate venture arm
Familiarity with regulatory considerations in banking and financial markets
Network within fintech and venture ecosystems
MBA or equivalent advanced degree (preferred but not required)
What Differentiates This Role
Direct exposure to senior leadership and enterprise‑wide strategic initiatives
Opportunity to shape BNY’s position in next‑generation financial infrastructure
Hybrid mandate spanning venture investing, corporate development, and strategic advisory
Access to a global platform with deep client relationships and market influence
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 help you reach your financial goals as a valued member of our team. Generous paid leaves, including paid volunteer time, support you and your family through moments that matter.
Equal Employment Opportunity BNY is an Equal Employment Opportunity/Affirmative Action Employer – Under‑represented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Compensation Base salary for this position is expected to be between $102,000 and $226,000 per year at the commencement of employment. Base salary will be determined on an individualized basis, depending on experience and market location, and is only part of the total compensation package, which may also include commission earnings, discretionary bonuses, short‑ and long‑term incentive packages, and company‑sponsored benefit programs. This position is at‑will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time.
#J-18808-Ljbffr