You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.
Assists with client presentation preparation, client meetings, product collaboration, and sale execution. Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients. Manage recognition of mutual funds, ETFs, and SMAs on 15 wealth management firms’ Home Office recommended lists and model portfolios. Regularly review strategies with Home Office relationship managers and analysts to align with mutual fund, ETF, and SMA searches.
Incumbent accompanies and presents with the CE in client meetings, Manage booth presence at wealth management conferences. No direct reports. Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
Prepares business overviews for assigned groups to include but not limited to pipeline, trending, and year over year analysis. Provides baseline revenue generation reporting and verify information with the associated businesses. Updates account planning information as appropriate. Coordinates incoming Client service calls. Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in an accurate and timely fashion. Updates client information based on Know Your Customer (KYC) policies. Assists in the coordination of deals and serve as a liaison between product groups and the CE to deliver tailored solutions to the client. Develops client relationships predominantly through CE interactions. May act as primary contact for a small book of clients, coordinating solutions between product groups and GCM with the guidance of a CE.
Relationship Management – IC2Leads development of new business, retaining of existing revenue streams, broadening of existing relationships and ensures the highest level of customer service through research, analytics, and internal coordination. Results are accomplished through research, the application of technical expertise, and broad based internal and client interactions. Oversees the maintenance of the CRM database, ensuring data integrity and quality assurance for covered client group. Serves as a liaison between GCM and the businesses to ensure the accuracy of GCM sales reporting. Prepares and maintains divisional reports. Works with other internal constituencies to obtain data and ensure the accuracy of reports. Performs Ad Hoc research reporting when requested. Researches, constructs, organizes, presents, and drives the implementation of client account plans.
- Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- 2-5 years of total work experience preferred. Experience in Relationship Management, Client Services or Account Management preferred. Applicable local/regional licenses or certifications as required by the business
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.