Cross-functional Relationship Management and Business Development - IC2 With guidance, manages a portfolio of existing clients or prospects, focusing on client satisfaction, relationship building and responsible business growth (new or organic) that is compliant, of acceptable risk and profitable. Serves in a consultative role to clients and prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through the firms solutions. Clients, accounts and prospects tend to be of smaller scope, with less complex needs and a shorter pursuit process. May assist a more senior colleague on large or complex accounts to gain breadth/depth of knowledge. May be responsible for executing trades in certain businesses. Under guidance from more experienced staff, performs in-depth industry research and maintains an understanding of the market environment, including short- and long-term trends, competitor offerings, regulatory developments etc. in order to achieve account growth or new accounts. Generates leads from within existing client accounts or as a result of industry research, prospecting. For some business units, leads may originate from direct inquiries from prospects. Client/prospect contacts could be advisors/individuals or institutional leaders. Through partnership with and assisting experienced peers, works with clients/prospects on their strategic vision and uses an understanding of the firms solutions and value proposition to help them achieve that vision. May help develop a negotiation strategy and position to align client/prospect needs to firm offerings. Assists with closing of new prospects or establishing new client arrangements by contributing analyses supporting deal structures (pricing, contract terms, etc.) that achieve optimal terms for both the client and the firm. Assists with ensuring that deals are compliant with all regulations. Follows up with other firm-wide resources (marketing, legal, compliance, etc.) to gather needed information required to finalize a proposal/deal. Work closely with related teams (RMs, AMs, CSD) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured. Tracks and reports on business development, relationship management, and/or account management results for assigned area (geographic, business/industry category, product category, etc.) No direct reports. Under guidance, responsible for business development, relationship management, and/or account management within assigned area (geographic territory, product category, business/industry category/segment, etc.). Typically pursues small, non-complex prospects, however, still requires 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 a related customer-facing role, Sales Support, Global Capital Markets or Product Management. Applicable local/regional licenses or certifications as required by the business. A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred. 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-Florida-Boca Raton
Internal Jobcode: 70048
Job: Global Markets
Organization: Fixed Income & Equity-HR06256
Requisition Number: 1912543