Relationship Management - Responsible for providingrelationship-level management during the development, implementation and dailysupport stages for strategic partnership clients. . Identifiesopportunities to evolve client business for incremental account growth. This role is to support the Director of Corporate, Government, and Not forProfits Strategic Partnership Business Development and Relationship Managementto drive the broader Treasury Services strategy by building scale via our "oneto many" distribution and the development of client (partner) co-developedsolutions which are prioritized and 'repeatable' for other partners and directclients. Serves in a consultative role to the client, overseeingthe execution of an implementation plan, ensuring proper support is in placefor daily or escalated business needs, identifying other opportunities withthese strategic clients in their various businesses, leading relationshipmanagement responsibilities such as connecting with internal parties includingsupport for the Business Acceptance Committee, digital, legal, compliance,risk, operations, technology, product and strategy as appropriate. From aglobal, bank-wide perspective, assigned moderate to large emerging clientaccounts with high-growth potential and increased complexity of strategic needsacross a region or globally. Has developed significant expertise onindustry trends, competitor services/offerings and client's businessenvironment. As the client advocate, often serve as the ultimate escalationpoint for client satisfaction. Consult with clients on their strategic visionand how the firm can help them achieve that vision. Promote firmservices/product offerings that solve client challenges and achieve accountgrowth. Research client issues and bring to resolution. May be assigned asowner/expert of a particular process or product. Conduct frequent and regularcheck-ins with assigned clients, ensuring their continued satisfaction ensuringcontinued satisfaction and strategic alignment with firm services/productofferings. Continually evaluate client needs and ensure sustained clientengagement. Develop, track and report on relationship strategy/results forassigned client portfolio. Contribute to the development of team/unit metrics,dashboards and roadmaps. Work closely with business development teams to ensurerelationship management strategy is executed by account management and clientservice teams. Keep abreast of client account activity occurring throughout thefirm and often serve as the ultimate escalation point for client satisfaction.May assist with prospecting new clients in a similar industry or segment ofexisting clients. Conduct service review meetings and assist in clienttraining, sharing of market information/experience. Contribute to thedevelopment of overall RM strategies for the unit. May work with otherRelationship Managers and/or marshal firm-wide resources (marketing, legal,compliance, etc.) to ensure client needs are being addressed and to proactivelyinform clients of industry developments or firm thought leadership. Ensuresclient onboarding and/or risk management activities are conducted and captured(KYC, BAC, etc.) In some regional/local markets may manage relationships withregulators directly. Attend industry events and conferences to remain visiblein the market and remain current on industry trends and competitorservices/offerings. No direct reports. Provide guidance to less experiencedRelationship Managers as needed. Responsible for achievement of organic,incremental growth (revenue, asset) goals within assigned client portfolio.Manages overall relationship profitability of moderate to large-sized clientswith increased complexity.
Qualifications Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management. Applicable local/regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-New York Internal Jobcode: 70058 Job: Sales/Marketing Organization: TS REL MGMT AND BUS DEV-HR07024 Requisition Number: 1909284
Internal Number: 6164313
About BNY Mellon
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