Core Client Experience Team: Senior Relationship Managers - Pipeline - BNY Mellon

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 Senior team members for a Relationship Management role to join our Core Client Excellence team in 2025. This role is a hybrid work schedule (3 days a week in office), 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 ensure 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 ensure sustained client engagement
• Keeps abreast of client account activity occurring throughout the firm and serve 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+ years of experience in financial industry experience
• 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

 

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.

 

#LIHybrid

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.