Principal, Relationship Mgmt

Job Description

Relationship Management - IC4   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.  This individual independently 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 client top advisors or leadership on the best way to achieve strategic goals through the firm’s and industry solutions.   From a global, bank-wide perspective, works with clients with high-growth potential and increased complexity of strategic needs across a region. Has developed significant expertise on industry trends, competitor services/offerings and clients business environment. As the client advocate, often serves 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 serves as the central point of contact to ensure clients are educated on full breadth of services and solutions available to solve client challenges and achieve account 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 and bring to resolution. May be assigned as owner/expert of a particular process or product. Conducts frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluates client needs and ensure sustained client engagement. Develops, tracks and reports on relationship strategy/results for assigned client portfolio. Contributes to the development of team/unit metrics, dashboards and roadmaps. Works closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. Keeps abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction. Assists with prospecting new clients in a similar industry or segment of existing clients. Conducts service review meetings and assists in client training, sharing of market information/experience. Contributes to the development of overall RM strategies for the unit. Works with other Relationship Managers and/or marshals 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.) Attends industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings. No direct reports. Provides guidance to less experienced Relationship 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 clients with increased complexity.


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-Massachusetts-Boston
Internal Jobcode: 70058
Job: Sales/Marketing
Organization: Pershing Domestic-HR06431
Requisition Number: 1908528