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Vice President, Relationship Management Specialist
2 months ago
We are seeking a highly skilled Vice President, Relationship Management II to join our Asset Servicing– Core Client Services team at BNY Mellon. This role will be based in either Pittsburgh, PA or Lake Mary, FL office and will involve working under the Working Together model (3 days a week in office).
Key Responsibilities- Oversee the growth and health of client relationships by identifying opportunities for incremental account growth and advocating for client satisfaction.
- Drive digital solutions to enable clients to access automated reporting and instruction capabilities.
- Promote firm services and product offerings that solve client challenges and achieve account growth, while recommending product enhancements internally and directly to clients.
- Conduct regular check-ins with assigned clients to ensure their continued satisfaction and strategic alignment with firm services and product offerings.
- Evaluate client needs and ensure sustained client engagement.
- Act as the ultimate escalation point for client satisfaction and keep abreast of client account activity throughout the firm.
- Contribute to the development of overall Asset Management strategies for the unit.
- Interface with compliance, regulatory, and reputational matters between clients and the Bank.
- Deliver client presentations, business acceptance, internal and external meetings, product collaboration, and sales execution.
- Bachelor's degree
- 6-8 years of experience in the financial industry
- Knowledge of Asset Servicing – Global Custody and understanding of Banks, Broker/Dealer, and Insurance
- Ability to lead and communicate to a virtual service and coverage team to ensure firm-wide alignment on priorities, issues, and initiatives
BNY Mellon is a leading global financial services company that empowers its employees to grow and succeed. We are committed to creating a culture that values diversity, equity, and inclusion, and we are proud to be recognized as one of the most innovative and admired companies in the world.
We offer a range of benefits and rewards that support our employees' wellbeing and career development, including flexible global resources, tools, and programs that promote work-life balance and financial stability.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer and is committed to building a diverse and inclusive workforce.
