BNY Mellon Careers

Ld Analyst, Enterp. Rel. Mgmt

Los Angeles, California
General Mgmt / Admin

Job Description

Relationship Management - IC2 Leads development of new business, retaining of existing revenue streams, broadening of existing relationships and ensures the highest level of customer service through research, analytics, and internal coordination. Results are accomplished through research, the application of technical expertise, and broad based internal and client interactions. Oversees the maintenance of the CRM database, ensuring data integrity and quality assurance for covered client group. Serves as a liaison between GCM and the businesses to ensure the accuracy of GCM sales reporting. Prepares and maintains divisional reports. Works with other internal constituencies to obtain data and ensure the accuracy of reports. Performs Ad Hoc research reporting when requested. Researches, constructs, organizes, presents, and drives the implementation of client account plans. Prepares business overviews for assigned groups to include but not limited to pipeline, trending, and year over year analysis. Provides baseline revenue generation reporting and verify information with the associated businesses. Updates account planning information as appropriate. Coordinates incoming Client service calls. Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in a accurate and timely fashion. Updates client information based on Know Your Customer (KYC) policies. Assists in the coordination of deals and serve as a liaison between product groups and the CE to deliver tailored solutions to the client. Develops client relationships predominantly through CE interactions. May act as primary contact for a small book of clients, coordinating solutions between product groups and GCM with the guidance of a CE. Assists with client presentation preparation, client meetings, product collaboration, and sale execution. Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients. Incumbent accompanies and presents with the CE in client meetings. No direct reports. Provide guidance to less experienced Relationship Managers as needed. Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.


Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 2-5 years of total work experience preferred. Experience in Relationship Management, Client Services or Account Management preferred. Applicable local/regional licenses or certifications as required by the business.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Global Client Management (GCM) delivers the whole company to our largest and most complex clients globally. GCM has a deep knowledge of our clients and their markets and industries, empowering BNY Mellon to tailor and deliver innovative solutions that address clients strategic needs. GCM drives BNY Mellon's business development efforts by working with our clients and business relationship managers, sales managers and product specialists. GCM is a key part of our Client and Regional Management organization, which includes client industry segment coverage, corporate lending and regional area business management, and is organized into four client coverage teams: Banks/Broker Dealers & Advisors, Corporates, Insurers and Investment Managers. Corporate Lending is structured into Real Estate, Syndications and Credit Management. GCM maintains a regional focus on franchise clients, including sovereigns and central banks, in Europe, Middle East and Africa (EMEA), Latin America and Asia Pacific.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-California-Los Angeles
Internal Jobcode: 70651
Job: General Mgmt / Admin
Organization: Corporate and Public Finance-HR12405
Requisition Number: 1805329