Senior Associate, Account Management

Overview

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 Associate, Account Management to join our Liquidity and Margin Services business on our Global Markets team. This role is located in Lake Mary, FL – HYBRID. 

In this role, you’ll make an impact in the following ways:

• Account Managers introduce and provide direction to clients on Pershing’s service model to ensure that prompt, informed answers are being provided for daily operational and regulatory needs. Account Managers also ensure escalated technology or service disruptions are being addressed and resolved timely
• Account Managers identify opportunities to deepen product penetration and attract additional assets - cash management and fund solutions, as well as lending, managed account, wealth management and trade execution products—into clients' existing or growing business
• Account Managers promote and facilitate the delivery of Pershing’s robust, proprietary, front-end access platforms by developing a rollout plan, driving adoption and by capturing specific client technology enhancement requests for further development 
• The Account Management role represents a core part of the relationship team that supports domestic and international broker dealer clients
• The Account Manager is expected to cultivate relationships between clients and Pershing’s subject-matter experts to exchange knowledge and ideas to further develop clients’ business
• This business technology responsibility also requires Account Managers to align and integrate clients' existing technology platforms and third-party service providers with Pershing’s flexible technology and open architecture. Account Managers travel on business approximately 20% of the time

 To be successful in this role, we’re seeking the following:

• Bachelor’s degree or equivalent experience 
• 5 years of experience in the Financial Services industry and a Series 7 license (could obtain the Series 7 licensing within one year of employment to this position)
• Ability to cultivate deep relationships internally and externally
• Someone who is proactive in looking to learn more about their clients and their goals and needs
• Risk awareness to help protect our clients and the firm 
• Desire to take on new tasks and seek out answers outside the normal process

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards: 

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. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans

Employer Description:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.