Kim Dellarocca is the Global Head of Segment Marketing and Managing Director at BNY Mellon, leading Marketing for several of BNY Mellon’s businesses including Asset Servicing, Global Client Management and Technology. Kim’s work is global and supports banks, broker-dealers, advisors, investment managers, insurance companies, corporations, governments and not-for-profit clients.
In addition to her global marketing leadership role, Kim directs one of the industry’s most expansive thought leadership programs and has overseen the publishing of more than 125 studies and papers on the critical topics facing financial services firms today. Kim is invited to speak internationally and her views have been quoted more than 100 times in industry and mainstream publications, including The New York Times, Bloomberg, The Financial Times, Wall Street Journal and USA Today. Kim is the co-author of The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently.
Kim has a strong commitment to fostering women’s growth throughout the BNY Mellon organization. She serves as global co-chair of BNY Mellon’s award-winning initiatives for International Women’s Day, featuring a series of more than 100 events promoting gender diversity and sharing best practices with firms around the world. Kim was named a BNY Mellon 2014 Chairman’s Circle honoree.
Previously, she was the Global Head of Segment Marketing and Practice Management at Pershing. In that role, Kim led the strategic marketing and practice management functions for Pershing’s broker-dealer, advisor and hedge fund business units. For 10 years, Kim worked directly with advisors and firms, providing guidance on managing their practice.
Prior to joining Pershing in 2005, Kim spent nearly 10 years at Fidelity Investments, where she managed marketing and practice management programs for the retail, 401(k) and registered investment advisor (RIA) businesses. Before Fidelity, she held marketing positions at Standard & Poor’s and Thomson Financial Services. Kim earned a Bachelor of Arts degree in Management from Emmanuel College and a Master of Business Administration degree from Boston University. Kim graduated from the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association (SIFMA), at the Wharton School of the University of Pennsylvania.