Senior Principal, Relationship Management, Investment Managers Senior Principal, Relationship Management,  …

BNY Mellon
à New York, NY, États-Unis
CDI, Plein-temps
Dernière candidature, 11 mai 21
BNY Mellon
à New York, NY, États-Unis
CDI, Plein-temps
Dernière candidature, 11 mai 21
Senior Principal, Relationship Management, Investment Managers
  • Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention.
  • Identifies opportunities to evolve client business for incremental account growth.
  • Serves in a consultative role to the client, advising client top leadership (C-Suite) on the best way to achieve short- and long- term strategic objectives. Assigned clients are key to the units achievement of its goals and objectives. Client accounts are significantly large in size, complex and/or global, requiring depth of knowledge in a niche area or significant breadth of knowledge across numerous products/services including performance, data, analytics and distribution services.
  • Has developed significant expertise on industry trends, competitor services/offerings and clients business environment.
  • Primary client advocate and 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.
  • May evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
  • Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
  • Continually evaluate client needs and ensure sustained client engagement.
  • Provide clients with industry expertise sharing trends as well as current and potential impact on the client business model.
  • Typically recommend product/service enhancements internally in order to fill underserved client interests and recommend product/services directly to the client.
  • Develop, track and report on relationship strategy/results for assigned client portfolio. Contribute to the development of team/unit metrics, dashboards and roadmaps. A critical skill set is the ability to lead and communicate to a virtual service and coverage team to ensure firm-wide alignment on priorities, issues and initiatives.
  • 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 serve as the ultimate escalation point for client satisfaction.
  • Conduct service review meetings and assist in client training, sharing of market information/experience.
  • May prospect new clients in a similar industry or segment of existing clients.
  • 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.
  • Recommend areas for firm thought leadership efforts based on client feedback and may deliver thought leadership feedback both internally and externally to clients.
  • Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
  • Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank
  • The relationship manager has ultimate responsibility and will be held accountable for the overall heath and growth of the client relationship.


  • Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • 10-12 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.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
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: 70057
Job: Asset Servicing
Organization: Asset Servicing Admin Groups-HR08979
Requisition Number: 2105943
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