Specialist, Relationship Management - Liquidity Services

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • BNY Mellon
  • 25 Apr 19

Specialist, Relationship Management - Liquidity Services

BNY Mellon's Liquidity Services provides short term investment and collateral segregation solutions to institutional clients across various industries. Through platforms such as Liquidity DIRECT ™, Liquidity Services provides the necessary tools to assist it's clients in managing risk, capital and liquidity while ensuring the broadest market, transaction and client coverage. As a member of the Liquidity Services team, you will be part of a global market leader, working with a world class group that is present in multiple global locations and servicing some of the largest clients worldwide.

With guidance, the candidate's primary responsibility will be to manage a portfolio of clients across the suite of Liquidity Services & Segregation products, with a focus on retention and organic growth in both assets and revenue. The candidate will serve as the primary point of contact for a client, continually discussing their short and long term strategic objectives. The candidate is the clients advocate and may serve as the ultimate escalation point for client satisfaction. May assist a more senior Relationship Manager on large or complex accounts to gain breadth/depth of knowledge.

Additional responsibilities include:

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.

Continually evaluate client needs and ensure sustained client engagement.

Develop, track and report on relationship strategy/results for assigned client portfolio.

Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.

Conduct service review meetings and assist in client training, sharing of market information/experience.

Research and analyze the business environment of assigned clients, industry trends and competitor services/offerings.

No direct reports. In some regions, may have oversight over client services

Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of small, non-complex clients. Continues to receive advice and coaching from senior team members/management.


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

3-5 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.

Primary Location: United States-New York-New York
Internal Jobcode: 70060
Job: Global Markets
Organization: Liquidity Services / Margin-HR15304
Requisition Number: 1904630