Director, Relationship Management

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 Director, Client Coverage to join our Investment Manage ment team within Asset Servicing . This role is located in New York City, NY or Boston, MA - HYBRID .

QUALIFICATIONS:

Minimum 10-12 years in Sales/Relationship Management within Financial Services
Bachelor’s degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

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.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Serve in a consultative role to the client, advising client leaders on the best way to achieve short- and long- term strategic objectives while aiming to retain and increase BNY wallet share
Identifies opportunities to evolve client business for incremental account growth.
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
Develop, track and report on relationship strategy/results for assigned client portfolio.
Seek out and maintain prospect relationships with a focus to establish new relationships.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

A passion for the business, ‘drive to win’ and outperformance mindset
Commercial focus on growing the bottom-line while mitigating/managing risk
Excellent ability to establish, develop, and maintain trust-based relationships with key stakeholders
Expert knowledge of financial services industry and client segment, including business models, players, new entrants, significant trends, and outlook
Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences
Strong negotiation and influencing skills
Consummate professional; able to navigate a matrixed organization