Strategic Accounts Relationship Manager - Vice President - BNY Investments

BNY Mellon•New York, NY

1d•$83,000 - $209,000•Onsite

About The Position

BNY Investments is seeking a Strategic Accounts Relationship Manager to join their Investment Management North American Distribution team in New York City, NY. This role focuses on managing and growing assigned client relationships, aiming for revenue growth and retention by expanding the use of BNY Mellon investment capabilities. The position involves a consultative approach to advising clients on achieving their strategic objectives, potentially collaborating with research sales teams. The role may also support senior relationship managers with larger or more complex accounts and requires collaboration with various internal partners such as affiliated investment firms, field sales, product management, marketing, business intelligence, compliance, and legal. Additionally, the incumbent will contribute to and manage special projects to support the Strategic Accounts team's business objectives.

Requirements

BA or BS degree in business, economics or similar advanced degree.
Series 7 and 63 are required.
4-6 years’ experience in the investment services industry, preferably with U.S. intermediary clients.
Exceptional interpersonal skills, attention to detail and ability to effectively follow-up and resolve issues required.
Ability to work independently and take ownership of responsibilities, but also comfortable working in a team environment and share assignments.
Excellent skills in Word, Excel, PowerPoint, and database applications.

Nice To Haves

Broad knowledge of the U.S. wealth management industry and securities markets preferred.

Responsibilities

Develop strategic plan(s) for managing and growing assigned client relationships, with a focus on revenue growth and retention through expanding use of BNY Mellon investment capabilities.
Serve in a consultative role to assigned clients, advising on the best way to achieve short and long term strategic objectives, which may include working with research sales teams at assigned client firms.
Assist more senior relationship manager(s) on the management of larger or more complex client relationships.
Work collaboratively and effectively with internal partners including but not limited to affiliated investment firms, field sales, product management, marketing, business intelligence, compliance and legal.
Contribute to and manage various special projects and activities that aid the greater Strategic Accounts team in achieving and communicating overall business objectives.