Principal, Relationship Management Principal, Relationship Management …

BNY Mellon Investment Management
in New York, NY, United States
Permanent, Full time
Last application, 06 Jul 20
Competitive
BNY Mellon Investment Management
in New York, NY, United States
Permanent, Full time
Last application, 06 Jul 20
Competitive
Principal, Relationship Management


BNY Mellon Securities Corporation seeks a Principal, Relationship Management in NewYork, NY, to independently develop the strategic plan for managing and growingexisting client relationships, with a focus on revenue retention. Requirements: Bachelor'sdegree or foreign equivalent and seven (7) years of progressively responsibleexperience in the job offered or a related occupation: devising and developing strategic plans for managingand growing existing client and consultant relationships; reviewing andpresenting the suitability of financial investment products to global clientsand consultants, maintaining global buy-ratings, and retaining multi-national andregional clients; tailoring and customizing investment products to meet globalinstitutional client and consultant requirements within different geographicaljurisdictions; presenting, selling and cross-selling financial investmentproducts, including equities, multi-asset, and fixed income products, intoregional and global institutional markets; developing client service modelsthat align with different regulatory regimes, including FCA regulations;overseeing all aspects of the client lifecycle, including client take-on, clientmaintenance and mandating compliance, and implementing client take-off;utilizing and customizing CRM platforms, including salesforce.com, to capturepipeline management and implement car protocol for business oversight, and developingclient reporting platforms; leveraging global investment pooled vehicles anddeveloping segregated portfolios to be distributed in global markets, includingUCITS; devising global pricing models and negotiating contracts forcross-business and cross-border multi-national clients including Defined Benefit,Defined Contributed, Endowment and Foundations, and Intermediary and Bankchannels in global institutional markets; utilizing investment databases,including eVestment and Mercer GIMD, and client directories, including moneymarket directory, FinSearches, and Public Plan IQ, to identify globalopportunities and prospective clients; and devising and commercializinginnovative investment solutions to promote products, including global ESG andsustainable products. Qualified applicants please apply online at www.bnymellon.com/careers and utilize reference code # 2004864. Please indicate "referral source - advertisement - WEB."

Qualifications

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: 70058
Job: Asset Management
Organization: Newton-HR06148
Requisition Number: 2004864
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