Principal, Relationship Mgmt
Relationship Management - Independentlydevelops the strategic plan for managing and growing existing clientrelationships, in the broker dealer client segment, with a focus on revenue retention. Identifies opportunities toevolve client business for incremental account growth. Serves in a consultativerole to the client, advising client top leadership on the best way to achieveshort- and long- term strategic objectives. From a global, bank-wide perspective,assigned moderate to large client accounts with high-growth potential andincreased complexity of strategic needs across a region or globally. Hasdeveloped significant expertise on industry trends, competitorservices/offerings and client's business environment. As the client advocate,often serve as the ultimate escalation point for client satisfaction. Consultwith clients on their strategic vision and how the firm can help them achievethat vision. Promote firm services/product offerings that solve clientchallenges and achieve account growth. Research client issues and bring toresolution. May be assigned as owner/expert of a particular process or product.Conduct frequent and regular check-ins with assigned clients, ensuring theircontinued satisfaction ensuring continued satisfaction and strategic alignmentwith firm services/product offerings. Continually evaluate client needs andensure sustained client engagement. Develop, track and report on relationshipstrategy/results for assigned client portfolio. Contribute to the developmentof team/unit metrics, dashboards and roadmaps. Keep abreast of client accountactivity occurring throughout the firm and often serve as the ultimateescalation point for client satisfaction. Opportunity to prospect for newclients in a similar industry or segment. Conduct service review meetings andassist in client training, sharing of market information/experience. Contributeto the development of overall RM strategies for the unit. May work with otherRelationship Managers and/or marshal firm-wide resources (marketing, legal,compliance, etc.) to ensure client needs are being addressed and to proactivelyinform clients of industry developments or firm thought leadership. Ensuresclient onboarding and/or risk management activities are conducted and captured(KYC, BAC, etc.) In some regional/local markets may manage relationships withregulators directly. Attend industry events and conferences to remain visiblein the market and remain current on industry trends and competitorservices/offerings. No direct reports. Provide guidance to less experiencedRelationship Managers as needed. Responsible for achievement of organic,incremental growth (revenue, asset) goals within assigned client portfolio andhas the opportunity to prospect for new client relationships. Qualifications
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
- Bachelors degree or the equivalent combination ofeducation and experience is required. Advanced/graduate degree preferred.
- 7-10 years of total work experience preferred.
- Financial Services experience with a particularclient type or product (Hedge, Pension, etc.) preferred as is prior experiencein Relationship Management, Client Services or Account Management.
- Applicable local/regional licenses orcertifications as required by the business.
- As global firm, bi-lingual capabilities arehelpful as is an understanding of local/cultural nuances important for clienttrust.
Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location:
United States-New York-New York Internal Jobcode:
TS REL MGMT AND BUS DEV-HR07024 Requisition Number: