web analytics

Pershing X: Senior Custodian Partnership Manager

BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.

Overview

Pershing X is a new start-up unit to incubate, engineer and deliver breakthrough solutions that will transform the advisory market. Pershing X will deliver the industry’s leading end-to-end advisory platform, helping financial service firms solve the challenge of managing multiple and disconnected technology tools and data sets for their advisors and fueling our clients’ business growth. We are a collaborative and fast-growing team working on exciting and innovative digital product offerings.

We are looking for a Senior Custodial Partnership Manager to help develop and drive the strategic plan for managing and growing existing and new custodial relationships. Identifies opportunities to evolve custodial engagement for incremental joint partnership goals. Serves in a consultative role to the custodian(s), engaging with top leadership on the best way to achieve short and long- term strategic objectives with Pershing X. Has developed significant expertise on industry trends, especially in the RIA/BD and custody & clearing domains, competitor services/offerings and clients’ business environment. Can rely upon strong problem solving and analytical skills to identify potential issues and to offer solutions. Needs to have an established industry, and specifically a custodian network to leverage for building the partnerships. As the custodian advocate, often serve as the ultimate escalation point for partnership satisfaction between Pershing X and the custodian.

Primary responsibilities include:

  • Consult with custodians on their strategic vision for the partnership with Pershing X and how the firm can help them achieve that vision. Promote firm services/product offerings that solve challenges and achieve joint growth. Research custodian issues and coordinate with the respective Pershing X teams to bring to resolution.
  • Conduct frequent and regular check-ins with assigned custodians, ensuring their continued satisfaction and strategic alignment with Pershing X services/product offerings. Continually evaluate custodian needs and ensure sustained engagement.
  • Work closely with Pershing X operations, product, technology and business delivery teams to ensure partnership management strategy is executed.
  • Develop, track and report on relationship strategy/results for assigned custodian portfolio
  • Research and analyze the business environment of assigned custodians, industry trends and competitor services/ offerings
  • May work with Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure custodian needs are being addressed.

Bachelor’s degree and experience in the securities or financial services industry is required. Advanced/graduate degree preferred. 10-12 years of experience preferred.

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.

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.

EEO Statement:

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.

To apply for the job click here

Pershing X: Senior Custodian Partnership Manager

To apply for the job click here

Contact us

BNY Mellon

You can make a difference by working at BNY Mellon, where finance, technology and business intersect, to power the global financial industry.

Related Jobs