BNY Mellon Careers
Principal, Relationship Mgmt
Relationship Management - Responsible for providing relationship-level management during the development, implementation and daily support stages for strategic partnership clients. . Identifies opportunities to evolve client business for incremental account growth. This role is to support the Director of Corporate, Government, and Not for Profits Strategic Partnership Business Development and Relationship Management to drive the broader Treasury Services strategy by building scale via our “one to many” distribution and the development of client (partner) co-developed solutions which are prioritized and ‘repeatable’ for other partners and direct clients. Serves in a consultative role to the client, overseeing the execution of an implementation plan, ensuring proper support is in place for daily or escalated business needs, identifying other opportunities with these strategic clients in their various businesses, leading relationship management responsibilities such as connecting with internal parties including support for the Business Acceptance Committee, digital, legal, compliance, risk, operations, technology, product and strategy as appropriate. From a global, bank-wide perspective, assigned moderate to large emerging 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.) In some regional/local markets may manage relationships with regulators directly. Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings. 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. Manages overall relationship profitability of moderate to large-sized clients with increased complexity.
QualificationsBachelors 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
Organization: TS REL MGMT AND BUS DEV-HR07024
Requisition Number: 1909284