Core Client Excellence Team: Senior Relationship Managers - Pipeline

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future Senior team members for a Relationship Management role to join our Core Client Excellence team. This role is a hybrid work schedule (3 days a week in office), and can be located out of our Lake Mary, FL or Pittsburgh, PA office.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Oversees growth and health of client relationships by Identifying opportunities that will evolve client business for incremental account growth, while advocating Client escalations for ultimate client satisfaction
Drives digital solutions and ensure clients have the ability for automated reporting and instruction capability
Promotes firm services/product offerings that solve client challenges and achieve account growth, while recommending product/service enhancements internally to fill underserved client interests and recommend product/services directly to the client
Conducts check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings
Continually evaluates client needs and ensure sustained client engagement
Keeps abreast of client account activity occurring throughout the firm and serve as the ultimate escalation point for client satisfaction
Contributes to the development of overall AM strategies for the unit
Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank
Delivers client presentations, business acceptance, internal / external meetings, product collaboration, and sale execution