Senior Relationship Manager (Liquidity & Financing)

BNYSan Francisco, CA
10h$102,000 - $221,000

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 and champions of inclusion, 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 Senior Relationship Manager to join our Liquidity and Margin Services Relationship Management team. This role is located in San Francisco, CA. In this role, you'll make an impact in the following ways: Independently oversee a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business. Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision. Generates leads from within existing client accounts or as a review of industry research, prospecting. Client and prospect contacts could be advisors/individuals, or institutional leaders. Work with senior Client Coverage colleague that serves in consultative role to clients/prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through a solutions-oriented approach to delivering the firm's full capabilities. To be successful in this role, we're seeking the following:

Requirements

  • Education requirement ---Bachelor's degree in business or a related discipline
  • 7 - 10 years of total work experience preferred
  • Well-versed with strong interest in the financial services industry.
  • A self-starter who takes ownership and accountability with urgency.
  • Strong interpersonal and relationship-building skills; must be comfortable interacting with all levels of the organization.
  • Collaborative, team-oriented, service-oriented, and with a drive to win business while mitigating risk.

Responsibilities

  • Independently oversee a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business.
  • Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision.
  • Generates leads from within existing client accounts or as a review of industry research, prospecting.
  • Client and prospect contacts could be advisors/individuals, or institutional leaders.
  • Work with senior Client Coverage colleague that serves in consultative role to clients/prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through a solutions-oriented approach to delivering the firm's full capabilities.

Benefits

  • 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.
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