Senior Specialist, Relationship Management Senior Specialist, Relationship Management …

BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Last application, 11 Jun 21
Competitive
BNY Mellon
in Jersey City, NJ, United States
Permanent, Full time
Last application, 11 Jun 21
Competitive
Senior Specialist, Relationship Management
Authentic, innovative and results-driven? Raise your hand if that sounds like you! We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level. As the fastest growing RIA custodian in the U.S., BNY Mellon's Pershing Advisor Solutions offers a fast paced environment and dynamic culture where "client first" is paramount. We serve advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives. Our commitment to career growth and mobility is at the core of our people oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you! Relationship Management - IC3 Independently develops the strategic plan for managing 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 on the best way to achieve short- and long- term strategic objectives. From a global, bank-wide perspective, assigned to a larger base of core, small to moderately-sized clients of limited complexity, often with a local or regional focus. Has developed core understanding of the business, its strategy and its products/services. May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge. Is the clients advocate and may 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. Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction. Conduct service review meetings and assist in client training, sharing of market information/experience. 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.) Research and analyze the business environment of assigned clients, industry trends and competitor services/ offerings. No direct reports. Provide guidance to less experienced Relationship Managers as needed. Responsible for achievement asset and revenue retention goals within assigned client portfolio. Manages overall relationship profitability of core, small to moderately-sized clients. Continues to receive advice and coaching from senior team members/management. Qualifications Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 5-7 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. 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-Illinois-Oak Brook Internal Jobcode: 70059 Job: Customer/Client Service Organization: Pershing Domestic-HR06431 Requisition Number: 2106661
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