BNY Mellon Careers

Principal, Relationship Management (Service Director)

Everett, Massachusetts; New York, New York; Pittsburgh, Pennsylvania
Asset Servicing


Job Description

Relationship Management - IC4 The Service Director is accountable to client for delivery of BNY Mellon capabilities. Monitors client experience, service quality and product performance. Communicates changes to clients and capability adoption. Identifies opportunities to evolve client business for incremental account growth. Serves in a consultative role to the client, advising client top leadership on the best way to achieve short- and long- term strategic objectives. From a global, bank-wide perspective, assigned moderate to large client accounts with high-growth potential and increased complexity of strategic needs across a region or globally. Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment. As the client advocate, often serve as the ultimate escalation point for client satisfaction. Consult with clients on their strategic vision and how the firm can help them achieve that vision. Promote firm services/product offerings that solve client challenges and achieve account growth. Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product. Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio. Contribute to the development of team/unit metrics, dashboards and roadmaps. Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. Keep abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction. May assist with prospecting new clients in a similar industry or segment of existing clients. Conduct service review meetings and assist in client training, sharing of market information/experience. Contribute to the development of overall RM strategies for the unit. May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.). No direct reports. Provide guidance to less experienced Service Directors as needed.

Qualifications

Bachelor’s 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 investment managers or banks preferred as is prior experience in Relationship Management, Client Services or Account Management.

 

 


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


Primary Location: United States-Massachusetts-Everett
Internal Jobcode: 70058
Job: Asset Servicing
Organization: Service Directors-HR16351
Requisition Number: 1806648