Senior Associate, Relationship Associate

at  BNY Mellon

Overview
Note: This is a pipeline requisition and does not represent any one particular job opening. By applying to this pipeline requisition, your interest will be reviewed for multiple potential Relationship Management/Relationship Associate openings based upon your background and disclosed work preference.
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 Senior Associate, Relationship Associate to join our team. This future role would be located in Pittsburgh, PA or Lake Mary, FL.

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:

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.
From a global, bank-wide perspective, clients are usually well-established, relatively small, more locally-focused and less complex.
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.
Consults with clients on their strategic vision and how the firm can help them achieve that vision.
Promotes 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. In some regions, may have oversight over client services.

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
2-3 years of total work experience preferred
Financial Services experience preferred
Prior experience in Relationship Management, Client Services, Account Management, or Product Management 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