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 future team member for the role of Director, Relationship Management to join our Treasury Services Business Development and Sales team. This role is located in San Francisco, CA - HYBRID In 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.

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

Drive Treasury Services revenue by prospecting and sourcing new client relationships and growing existing client portfolios
Conduct comprehensive client analysis to identify trends and insights across Cash Management, Payments and Trade and develop recommendations to leverage BNY’s core solutions
Partner across the firm to leverage relationships to proactively showcase and grow Treasury Services solutions, and proactively build and manage relationships with key internal stakeholders
Lead business process reviews related to sales opportunities and collaborate closely with cross-functional partners to ensure full understanding of client requirements and providing an optimal client experience
Offer strategic guidance and ideas to product managers to develop and refine solutions and offerings based on client feedback
Address complex client challenges by collaborating with internal stakeholders to address and remediate as appropriate

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.
12+ years of total work experience preferred.
Treasury expertise – deep industry knowledge across payables, working capital optimization, cash management, liquidity, and FX experience
Successful client track record
Stakeholder management and executive communication – ability to influence across the bank and deliver executive level communications
Strong critical thinking and analytical skills
Applicable local/regional licenses or certifications as required by the business
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