Senior Relationship Manager

4 weeks ago


Lake Mary, Florida, United States BNY Mellon Full time

At BNY Mellon, we empower our employees to grow and succeed in a culture that values excellence and innovation. As a leading global financial services company, we touch nearly 20% of the world's investible assets. Our team of 50,000 employees brings their unique perspectives to create solutions that benefit businesses, communities, and people everywhere. We're committed to creating an inclusive workplace and have been recognized as a top home for innovators. We're seeking a skilled Relationship Manager to join our Pershing Wealth Solutions team in Lake Mary, FL. In this role, you'll be responsible for managing mid-size Registered Investment Advisor (RIA) and/or Independent Broker Dealer (IBD) client relationships. You'll work closely with clients and our team to co-create and drive the execution of their strategic objectives using data and insights. Your goal will be to connect clients to our entire enterprise to help inform and execute upon their strategy to maximize the value they derive from BNY Mellon. Key responsibilities include client retention, organic sales growth, execution against RM standard of care, and the maintenance of pricing and contracts. Ideal candidates will have deep knowledge of clearing and custody products, services, tech, and client relationships. Requirements include a Bachelor's degree or equivalent combination of education and experience, with 5-7 years of total work experience and 3 years of Financial Services experience. FINRA Series 7 and 63 are preferred. We offer highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.



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