Principal, Relationship Management Principal, Relationship Management …

BNY Mellon
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
BNY Mellon
in New York, NY
Permanent, Full time
Be the first to apply
Competitive
Principal, Relationship Management
For over 230 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $15 billion in revenues and market capitalization of approximately $50 billion. BNY Mellon Markets help clients solve their trading, financing, liquidity and collateral needs. We offer innovative solutions and services, market insight, industry expertise and scalable technology to help clients manage their risk, capital, financing and liquidity needs. Markets teams are located across three continents, delivering services such as foreign exchange execution and services, securities finance, equity and fixed income execution, liquidity services, collateral management and collateral segregation services. We are seeking a Relationship Management [VP] for the Liquidity and Margin Services businesses based in New York, reporting to the Global Head of Liquidity and Margin Services Relationship Management in New York. Job Description Relationship Management: Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention and incremental organic growth. Serves as the primary client coverage within the business, working with clients to assist in achieving achieve short- and long- term strategic objectives with cash and margin management. Has developed significant expertise on industry trends, competitor services/offerings and clients business environment. As the client advocate, often serve as the ultimate escalation point for client satisfaction within the business. Consult with clients on their strategic vision and how the firm can help them achieve that vision. Promote the Liquidity & Margin Services business services/product offerings that solve client challenges and achieve account growth. Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with the businesses services/product offerings. Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio. Contribute to the development of team/unit metrics, dashboards, roadmaps and meet KPIs. Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams. May assist with prospecting new clients in a similar industry or segment of existing clients. Conduct service review meetings and assist in client training, sharing of market information/experience. Contribute to the development of overall RM strategies for the team. 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.) Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings. Provide guidance to less experienced Relationship Managers as needed. Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of moderate to large-sized clients with increased complexity. Preferred Qualifications: Knowledge of the money market industry, cash management, derivatives and/or margin management and segregation a plus. Financial Services experience with a particular client type or product (Asset Owners Asset, Managers, 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. Qualifications 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 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-New York-New York Internal Jobcode: 70058 Job: Global Markets Organization: Liquidity And Segregation-HR15304 Requisition Number: 2112757
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