BNY Mellon
Core Client Experience: Senior Vice President, Relationship Management
BNY Mellon, Lake Mary, Florida, us, 32795
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role of Senior Vice President, Relationship Management to join our Core Client Experience team. This role is a hybrid work schedule, and can be located out of our Lake Mary, FL or Pittsburgh, PA office.
In this role, you'll make an impact in the following ways:
Oversees growth and health of client relationships by identifying opportunities that will evolve client business for incremental account growth, while advocating client escalations for ultimate client satisfaction.
Drives digital solutions and ensures clients have the ability for automated reporting and instruction capability.
Promotes firm services/product offerings that solve client challenges and achieve account growth, while recommending product/service enhancements internally to fill underserved client interests and recommend product/services directly to the client.
Conducts check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
Continually evaluates client needs and ensures sustained client engagement.
Keeps abreast of client account activity occurring throughout the firm and serves as the ultimate escalation point for client satisfaction.
Contributes to the development of overall AM strategies for the unit.
Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank.
Delivers client presentations, business acceptance, internal/external meetings, product collaboration, and sale execution.
To be successful, we are seeking the following:
Bachelor's degree.
7-10 years of experience in the financial industry.
Knowledge of Asset Servicing - Global Custody, understanding of Banks, Broker/Dealer, and Insurance.
Ability to lead and communicate to a virtual service and coverage team to ensure firm-wide alignment on priorities, issues, and initiatives.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#LIHybrid
#J-18808-Ljbffr
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role of Senior Vice President, Relationship Management to join our Core Client Experience team. This role is a hybrid work schedule, and can be located out of our Lake Mary, FL or Pittsburgh, PA office.
In this role, you'll make an impact in the following ways:
Oversees growth and health of client relationships by identifying opportunities that will evolve client business for incremental account growth, while advocating client escalations for ultimate client satisfaction.
Drives digital solutions and ensures clients have the ability for automated reporting and instruction capability.
Promotes firm services/product offerings that solve client challenges and achieve account growth, while recommending product/service enhancements internally to fill underserved client interests and recommend product/services directly to the client.
Conducts check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
Continually evaluates client needs and ensures sustained client engagement.
Keeps abreast of client account activity occurring throughout the firm and serves as the ultimate escalation point for client satisfaction.
Contributes to the development of overall AM strategies for the unit.
Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank.
Delivers client presentations, business acceptance, internal/external meetings, product collaboration, and sale execution.
To be successful, we are seeking the following:
Bachelor's degree.
7-10 years of experience in the financial industry.
Knowledge of Asset Servicing - Global Custody, understanding of Banks, Broker/Dealer, and Insurance.
Ability to lead and communicate to a virtual service and coverage team to ensure firm-wide alignment on priorities, issues, and initiatives.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#LIHybrid
#J-18808-Ljbffr