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Job Specialist, Relationship Management New York finance

Specialist, Relationship Management

Skills:finance       |  Location: New York  ,  New York  ,  United States Of America

Views:125

Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of Specialist, Relationship Management to join our Relationship Management and Business Development team. This role is located in New York, NY.



In this role, you’ll make an impact in the following ways:

With guidance, develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities 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.
May assist a more senior Relationship Manager on large or complex accounts to gain 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.
Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
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 assist with prospecting new clients in a similar industry or segment of existing clients.
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.). In some regional/local markets may manage relationships with regulators directly.
Research and analyze the business environment of assigned clients, industry trends and competitor services/offerings.
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
No direct reports.


To be successful in this role, we’re seeking the following:

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 preferred as is prior experience in Relationship Management, Client Services or Account Management.
Applicable local/regional licenses or certifications as required by the business.


At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
Bloomberg’s Gender Equality Index (GEI)
Best Places to Work for Disability Inclusion, Disability: IN – 100% score
100 Best Workplaces for Innovators, Fast Company
Human Rights Campaign Foundation, 100% score Corporate Equality Index
CDP’s Climate Change ‘A List’


Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.


BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $63,000 and $140,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Reference : Specialist, Relationship Management jobs

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