Principal, Cross-Functional Relationship Management Business Development - Fixed Income Principal, Cross-Functional Relationship  …

BNY Mellon
in New York, NY, United States
Permanent, Full time
Last application, 03 Aug 20
BNY Mellon
in New York, NY, United States
Permanent, Full time
Last application, 03 Aug 20
Principal, Cross-Functional Relationship Management Business Development - Fixed Income
We are seeking an individual who has:
  • Ideal candidate may have experience with Pershing clearing firms
  • Experience putting together comprehensive reports based on financials and other business details as given by different business partners
  • Excellent computer skills with specific knowledge of excel and PowerPoint
  • Candidate should have superior organizational skills
  • Experience performing market research and analyzing market conditions and working with high profile clients to understand their goals using available fixed income products
  • Ability to work in a high pressure environment
  • Experience as an agency trader or similar sales trader experience

Role Responsibilities:

  • Oversees client requirement assessments and approves proposals, focusing on client satisfaction, relationship building and responsible business growth that is compliant, of acceptable risk and profitable
  • Manages the pipeline database andtraining. Develops approach to sales analytics and performs key activities suchas generating marketing materials, pricing and research
  • Takes lead on analyzing larger, morecomplex data sets or metrics. May contribute to developing materials forwebpage
  • Responsiblefor business development, relationship management, and/or account managementwithin assigned area (geographic territory, product category, business/industrycategory/segment, etc.) and reporting to senior manager
  • Reviews data analysis to report findings and providespreliminary recommendations. Generates marketing material and reviews pricingand profitability modeling for all phases of the Business Developmentprocesses
  • Executingtrades in certain businesses. Maintains an understanding of the marketenvironment, including short- and long-term trends, competitor offerings,regulatory developments etc. in order to achieve account growth or new accounts
  • Tracks and reports on business development, relationship management,and/or account management results for assigned area (geographic,business/industry category, product category, etc.) Builds reports for use bysenior leaders that identifies trends, opportunities, potential areas ofconcern, etc.
  • Serves in a consultative role to clients and prospects, advisingreporting manager of their short- and long- term strategic objectives in orderto seek solutions and executing on those plans
  • Assists moderate to large emerging prospects or clients withgrowth potential. May also pursue advantageous strategic partnerships withthird parties in order to better respond to client/prospects needs
  • May generate leads from within existing client accounts or as aresults of industry research, prospecting
  • Assists peers with complex analyses when appropriate. Consults withclients/prospects on their strategic vision and uses an in-depth understandingof the firm's solutions and value proposition to help achieve that vision. Mayoffer customized product offerings. Marshals firm-wide resources (marketing,legal, compliance, etc.) where appropriate
  • Work closely with related teams (RMs, AMs, CSD) and other firm-wideresources (marketing, legal, compliance, etc.) to ensure all riskmanagement/compliance activities relevant to business development, relationshipmanagement, and/or account management activities are conducted and captured

Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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.

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: 70046
Job: Trading
Organization: Pershing Domestic-HR06431
Requisition Number: 2004386