BNY Mellon Careers

Specialist, Relationship Mgmt

Jersey City, New Jersey; Lake Mary, Florida; Greenwood Village, Colorado

Job Description

Relationship Management – IC2 We are looking for a team first, enthusiastic professional who can contribute to a fast growing business. This is a fast paced environment and the ability to develop close business relationships with clients, industry partners, and team members across the enterprise is critical. A clear focus on 4 key objectives: Client Engagement, Collaboration, Financial Results, and Personal Growth. With guidance, this individual develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention and new asset growth. Serves in a consultative role to clients, to provide insights, tools and resources to help them grow and strengthen their business by advising top advisors or leadership on the best way to achieve their strategic goals through the firm’s and industry solutions.    From a global, bank-wide perspective, Works with clients of varied complexity, but generally clients are well-established, more locally-focused and less complex. May assist a more senior Relationship Manager on large or complex relationships to gain breadth/depth of knowledge. Is the clients advocate and may serve as the ultimate escalation point for client satisfaction. Consults with clients on their strategic vision and applies an understanding of the firm’s solutions and value proposition to help them achieve that vision. Also the central point of contact to ensure clients are educated on full breadth of services and solutions available that solve client challenges and achieve growth. Works closely with related teams (Business Development Officers, Account Managers, Client Service Directors) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to client activities are conducted, captured and client issues are brought 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. Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio. Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction. Conduct service review meetings and assist in client training, sharing of market information/experience. May assist with prospecting new clients in a similar industry or segment of existing clients in collaboration with Business Development Officers. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.). No direct reports. Manages overall relationship profitability of small, non-complex clients. Continues to receive advice and coaching from senior team members/management.


Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 3-5 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 Jersey-Jersey City
Internal Jobcode: 70060
Job: Sales/Marketing
Organization: Pershing Domestic-HR06431
Requisition Number: 1904340