Senior Specialist, Client Coverage

BNY Mellon•Boston, MA

About The Position

In this role, you’ll make an impact by leading the development of new business through managing a portfolio of existing client relationships and cultivating new prospects, focusing on revenue growth by deepening and expanding relationships. You will conduct research and apply technical expertise to understand client needs and deliver tailored solutions aligned with the firm’s value proposition. Additionally, you will oversee the maintenance of the tracking database and ensure all client and deal information is accurate and up to date in eCRM and reporting platforms. Collaboration with internal teams including client service, operations, marketing, legal, and compliance is essential to manage risk and ensure alignment with business development activities.

Requirements

Bachelor’s degree or equivalent combination of education and experience.
2-4 years of relevant work experience, preferably in financial services with exposure to specific client types or products such as Hedge Funds or Pensions.
Applicable local or regional licenses or certifications as required by the business.
Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the region.

Nice To Haves

Advanced/graduate degree preferred.
Prior experience in customer-facing roles such as Sales Support, Global Capital Markets, or Product Management is preferred.
Bi-lingual capabilities and cultural awareness are a plus to build client trust in a global environment.

Responsibilities

Lead development of new business through managing a portfolio of existing client relationships and cultivating new prospects, focusing on revenue growth by deepening and expanding relationships.
Conduct research and apply technical expertise to understand client needs and deliver tailored solutions aligned with the firm’s value proposition.
Oversee maintenance of the tracking database and ensure all client and deal information is accurate and up to date in eCRM and reporting platforms.
Collaborate closely with internal teams including client service, operations, marketing, legal, and compliance to manage risk and ensure alignment with business development activities.