Vice President, Relationship Management I
2 months ago
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a Vice President, Relationship Manager I to join our Asset Servicing– Core Client Services team. This role is hybrid (in office 3 days a week), and will be based out of our Lake Mary, FL office.
In this role, you’ll make an impact in the following ways:
- Oversees growth and health of client relationships by Identifying opportunities that will evolve client business for incremental account growth, while advocating Client escalations for ultimate client satisfaction
- Drives digital solutions and ensure clients have the ability for automated reporting and instruction capability
- Promotes firm services/product offerings that solve client challenges and achieve account growth, while recommending product/service enhancements internally to fill underserved client interests and recommend product/services directly to the client
- Conducts check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings
- Continually evaluates client needs and ensure sustained client engagement
- Keeps abreast of client account activity occurring throughout the firm and serve as the ultimate escalation point for client satisfaction
- Contributes to the development of overall AM strategies for the unit
- Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank
- Delivers client presentations, business acceptance, internal / external meetings, product collaboration, and sale execution
To be successful, we are seeking the following:
- Bachelor’s degree or equivalent
- 5 - 7 years of experience in financial industry experience
- Knowledge of Asset Servicing – Global Custody, 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
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 ·
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY 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, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#LIHybrid
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