Senior Relationship Manager, Consultant Relations

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • BNY Mellon
  • 13 Nov 17 2017-11-13

Senior Relationship Manager, Consultant Relations

Team Overview

The Consultant Relations Group is responsible for managing a large portfolio of consultants firms and influencers operating across EMEA region.  The universe of consultants is diverse incorporating Strategic Management Consultancy firms; Audit firms; Actuarial and Investment Consulting firms; Management Boutiques, Legal firms and Independents.

Team Overview

The Consultant Relations Group is responsible for managing a large portfolio of consultants firms and influencers operating across EMEA region.  The universe of consultants is diverse incorporating Strategic Management Consultancy firms; Audit firms; Actuarial and Investment Consulting firms; Management Boutiques, Legal firms and Independents.

Consultants operate extensively across Financial Services providing professional services support to institutions. Their advice and recommendations carry significant importance with clients/prospects and are highly influential.

Role Description

The incumbent will independently manage a portfolio of Consultant firms that are significant and influential to BNY Mellon. The role requires a strong understanding of BNY Mellon's strategy within region and a good level of knowledge of services offered across Investment Services. The incumbent needs to possess requisite gravitas to engage with senior executives within consulting firms and be a highly effective communicator.

The incumbent will ensure that BNY Mellon is recognised as a market leader through a targeted communications program that aligns to the regional Consultant strategy. The incumbent will work alongside the Relationship Development Group, proactively increasing new business opportunities and sales channels through campaigns and engagements.  The role requires close collaboration with client coverage groups, product management and technology teams to ensure positive sentiment is maintained. External intelligence will be captured and disseminated effectively to stakeholders to help institute change where appropriate. 

The incumbent will ensure that best practice relationship management disciplines are maintained across the portfolio. Detailed relationship plans, advocacy ladders, calling activity, campaign briefings etc. will be maintained to the requisite standard.  Thought leadership will be captured and presented through the Consultant repository; where appropriate, in person briefings will be facilitated with BNY Mellon stakeholders. The incumbent needs to be well organised, self-driven and be able to engage with all stakeholders across the business confidently.


• Ensure that Consultants retain a clear understanding of BNY Mellon's strategy, services and solutions. Consults with influencers that are supporting clients/prospects on strategic initiatives using an in-depth understanding of the firm's solutions and value proposition to align to these.

• Work proactively with senior stakeholders across Investment Services and with Industry Segment Heads to ensure that BNY Mellon is profiled optimally with Consultants.

• Collaborate closely with the Relationship Development teams across Investment Services to identify and execute on new business opportunities sponsored through the Consultant channel, providing requisite support on campaigns and engagements.

• Formulate strategic plans in conjunction with the EMEA Head of Consultant Relations.  Provide management of projects, both tactical and strategic, to achieve the targets for the Consultant Relations Group.

• Enhance the advocacy framework for each Consulting firm ensuring that robust connectivity is achieved with the BNY Mellon Executive Management Team and senior stakeholders.

• Work with the Marketing and Events Group to coordinate regional Consultant events and thought leadership workshops throughout the year.

• Manage the production of Consultant Request For Proposal database responses as they fall due for renewal. Deliver ad-hoc updates (e.g. quarterly financial statements) to the consultant industry as appropriate.

• Manage and report relevant analytics to the business (e.g. Consultant pipeline/trends, BNY Mellon Procurement mandate awards).

Job Specific Competencies:

Candidates should be able to demonstrate the following attributes in addition to good decision-making, pro-activity, flexibility, adaptability, team work and managing risk:

• Broad understanding of the financial services sector and operating environment. High-level understanding of regulations that impact the financial services sector

• Strong understanding of BNY Mellon's strategy across EMEA region. Good knowledge of services offered across Investment Services

• Highly articulate possessing requisite gravitas to be able to communicate effectively with senior executives and business leaders

• Strong understanding of the competitive environment and industry drivers. Ability to communicate BNY Mellon's competitive strengths effectively to outperform competitors

• Ability to consistently recognise business opportunities when engaging consultants. Influence consultants through strong consultative selling

• Strong relationship management disciplines. Ability to prioritise and adapt to evolving priorities working effectively on multiple opportunities with different deadlines. Effective organisation of self and others to meet desired goals and objectives

• High quality output with attention to detail. Ability to think and act strategically when formulating planning documents

• Strong interpersonal skills.  Methodical, measured and thoughtful

Technical Skills, Knowledge, Systems Knowledge (and associated skill level)

To perform the job successfully, an individual should possess the following:

• Bachelor's degree or the equivalent combination of education and experience is required

• Extensive experience within the financial services industry with proven client skills and experience

• Experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management

• A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred

• Good knowledge of Investment Services products and services would be an advantage

• Strong knowledge of Asset Servicing products (Global Custody, Middle Office, Fund Administration, Transfer Agency, Depository/Trustee and related services)

• Highly PC literate: Microsoft Office.  Salesforce (ENGAGE) experience an advantage

• As a global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust


Global Competencies

• Client Orientation

• Developing Partnerships

• Driving for Results

• Decision Making

• Enhancing Organisational Talent


For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

BNY Mellon's Asset Servicing business is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Greater London-London
Job: Asset Servicing
Internal Jobcode: 51017
Organization: ASSET SERVICING EMEA-HR06400
Requisition Number: 1707933