Associate, Relationship Management
1 week ago
**_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.
We’re seeking a future team member for the role of **Associate Relationship Manager **to join our **Asset Servicing Relationship Management team **. This role is located in **New York City - Hybrid Work Schedule.**
**In this role, you’ll make an impact in the following ways**:
**Client Management**:
- Incumbent builds client relationships as appropriate predominantly through RM interactions.
- Assists with the internal coordination of deals and serve as a liaison between product groups and the RM to deliver tailored solutions to the client. Incumbent may accompany and assist the RM in client meetings.
- Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in an accurate and timely fashion.
- Assists with client presentation preparation.
- Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients.
**Client Strategy**:
- Facilitates 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.
- Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
- Serves as a liaison between Relationship Management and the businesses to ensure the accuracy of Relationship Management 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.
- 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.
**Administrative**:
- Maintains the CRM database, assisting with data entry ensuring data integrity and quality assurance.
- Researches, constructs, organizes, presents, and drives the implementation of client account plans. Updates account planning information as appropriate.
- Updates client information based on Know Your Customer (KYC) policies.
**To be successful in this role, we’re seeking the following**:
- Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- At least 1 year of total work experience is strongly preferred.
- Experience in Relationship Management, Client Services or Account Management preferred.
**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)
- Best Places to Work for Disability Inclusion, Disability: IN - 100% score
- 100 Best Workplaces for Innovators, Fast Company
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- CDP’s Climate Change ‘A List’
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.
BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $47,000 and $102,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment o
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