Corporate Trust: Director, Relationship Management
About The Position
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Director, Relationship Management to join our Issuer Services Corporate Trust team. This role is located in New York City, NY or Pittsburgh, PA. In this role, you will make an impact in the following ways:
Requirements
- Bachelor’s degree or the equivalent combination, while an advanced degree is highly preferred
- 10-15 years of relevant work experience in CLOs, Credit and Private Credit; experience selling across the Asset Management segment
Responsibilities
- Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business
- Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment
- Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction
- Promotes firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm
- Develop, track, and report on relationship strategy/results for assigned client portfolio
- Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
- Recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients
- Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios
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What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
