Senior Vice President, Relationship Management

at  BNY Mellon

Overview
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 240 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.

ABOUT BNY MELLON INVESTMENT MANAGEMENT:

BNY Mellon Investment Management is a leading investment manager, with $2 trillion* in assets under management as of December 31, 2023. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.
BNY Mellon Investment Management is a division of BNY Mellon, which has $48.8 trillion in assets under custody and/or administration as of December 31, 2023. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon . com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
We’re seeking a future team member for the role of Principal, Relationship Management
to join our Investment Management Institutional Retirement team. This role is located in Pittsburgh, Pa, Boston, MA, or New York City.

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:

Aligning client/consultant driven investment management opportunities with BNY Mellon’s investment capabilities.
Develop and maintain deep partnerships with retirement plan sponsors, retirement consultants and retirement recordkeepers.
Establish relationships with significant retirement industry contacts to triangulate opportunities with pooled employer plan prospects, plan sponsors and retirement field consultants.

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

Strong understand of the institutional retirement marketplace including the consultant landscape.
Strong sales track record in the institutional retirement marketplace
Self-motivated person with strong ethics and integrity, with established relationships with plan sponsor, record keepers,and retirement plan consultants.
10-15 years of retirement investment sales experience, specifically with pension plans and 401(k)/403(b) plans.
A Bachelors degree is required and an advanced degree is preferred
Finra series 7 and 63 are required. Finra series 3 is preferred.
CIMA, CFA, CAIA a benefit but not required.
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)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
Best Places to Work for Disability Inclusion , Disability: IN – 100% score
100 Best Workplaces for Innovators, Fast Company
CDP’s Climate Change ‘A List’