Vice President, Client Relationship Strategist
1 week ago
BNY Mellon is a leading global financial services company that empowers its employees to grow and succeed. As a Relationship Manager, you will play a key role in building and maintaining strong relationships with our clients.
Key Responsibilities- Manage mid-size Registered Investment Advisor (RIA) and/or Independent Broker Dealer (IBD) client relationships, located primarily in the Eastern U.S.
- Develop and execute comprehensive relationship plans to ensure clients' success and satisfaction.
- Partner with clients and lead the BNY Mellon team to co-create and drive the execution of clients' strategic objectives using data and insights.
- Connect clients to the entire enterprise to help inform and execute upon their strategy to maximize the value they derive from BNY Mellon.
- Responsible for client retention, organic sales growth, execution against standard of care, and the maintenance of pricing and contracts.
- Bachelor's degree or the equivalent combination of education and experience.
- 3-5 years of total work experience, preferably in the financial services industry.
- 2+ years of experience in Financial Services, preferably with a particular institutional client type or product.
- Prior experience in Relationship Management, Client Services, or Account Management is preferred.
- FINRA Series 7 and 63 is preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer and values diversity and inclusion in the workplace.
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