Vice President, Account Management II
3 weeks ago
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 238 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 Account Manager team members to join our Asset Servicing- Core Client Services team. This role could be based in Pittsburgh, PA OR Lake Mary, FL office; and will fall under the Working Together model (3 days a week in office).
About the role:
The Account Manager ("AM") is responsible for managing a portfolio of Asset Servicing commercial relationships in the US region specializing in Banks, Brokers and Insurance Companies. The AM is the senior point of contact for the client and for the team and is accountable for deepening existing relationships through cross-selling, driving relationship profitability and satisfaction.
AM's understand their client's business fully, serve as an advocate for the relationship within the bank and act as a trusted advisor for their relationships. AMs manage risks, opportunities, and impacts to the bank, and are responsible for leading and coordinating client team members. The AM also oversees the service delivery for our clients and partners with product, operations, credit, Treasury and other BNY Mellon functional partners to deliver high quality service.
In this role, you'll make an impact in the following ways:
- The AM has ultimate responsibility and will be held accountable for the overall health and growth of the client relationship.
- Identify opportunities to evolve client business for incremental account growth.
- Primary client advocate and ultimate escalation point for client satisfaction.
- Drive digital solutions and ensure clients have the ability for automated reporting and instruction capability.
- Promote firm services/product offerings that solve client challenges and achieve account growth.
- Conduct check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
- Continually evaluate client needs and ensure sustained client engagement.
- Recommend product/service enhancements internally to fill underserved client interests and recommend product/services directly to the client.
- A critical skill set is the ability to lead and communicate to a virtual service and coverage team to ensure firm-wide alignment on priorities, issues, and initiatives.
- Keep abreast of client account activity occurring throughout the firm and serve as the ultimate escalation point for client satisfaction.
- Contribute to the development of overall AM strategies for the unit.
- Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank.
- Deliver client presentations, business acceptance, internal / external meetings, product collaboration, and sale execution.
- Bachelor's degree or higher
- 6 - 8 years of experience in financial industry experience; knowledge of Asset Servicing - Global Custody, Understanding of Banks, Broker Dealer and Insurance client needs
- Knowledge of common processes governing client arrangements such as Global Custody Agreements, Pricing approaches and client profitability analyses
- Organized, able to multi-task and proficient in use of technology platforms, MS Windows software - Excel, WORD, PowerPoint
- 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'
- Forbes Blockchain 50
Our Benefits:
BNY Mellon offers 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, along with generous paid leaves that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#LIHybrid
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.
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