Strategic Accounts Relationship Manager - Vice President - BNY Investments

BNY Mellon • New York, NY

1d • $83,000 - $209,000

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. BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of December 31, 2025. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. We’re seeking a future team member for the role of Strategic Accounts Relationship Manager to join our Investment Management North American Distribution team. This role is located in New York City, NY. In this role, you’ll make an impact in the following ways: The incumbent will help 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. S/He will serve in a consultative role to their assigned clients, advising on the best way to achieve short and long term strategic objectives, this may include working with research sales teams at assigned client firms. S/He may assist more senior relationship manager(s) on the management of larger or more complex client relationships The incumbent needs to be willing and able to work collaboratively and effectively with internal partners including but not limited to our affiliated investment firms, field sales, product management, marketing, business intelligence, compliance and legal. S/He will be expected to contribute to and manage various special projects and activities that aid the greater Strategic Accounts team in achieving and communicating overall business objectives.

Requirements

• The qualified candidate will possess a BA or BS degree in business, economics or similar advanced degree.
• Series 7 and 63 are required
• S/He will have 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.
• S/He will also possess 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

• The incumbent will help 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.
• S/He will serve in a consultative role to their assigned clients, advising on the best way to achieve short and long term strategic objectives, this may include working with research sales teams at assigned client firms.
• S/He may assist more senior relationship manager(s) on the management of larger or more complex client relationships
• The incumbent needs to be willing and able to work collaboratively and effectively with internal partners including but not limited to our affiliated investment firms, field sales, product management, marketing, business intelligence, compliance and legal.
• S/He will be expected to contribute to and manage various special projects and activities that aid the greater Strategic Accounts team in achieving and communicating overall business objectives.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees