Strategic Accounts Relationship Manager - Vice President - BNY Investments

About the role

The Strategic Accounts Relationship Manager will play a pivotal role in developing and executing strategic plans for managing and growing assigned client relationships. This role focuses on revenue growth and client retention, leveraging BNY Mellon's investment capabilities.

Responsibilities

• Develop and implement strategic plans for managing and growing assigned client relationships.
• Serve in a consultative role, advising clients on achieving short and long-term strategic objectives.
• Collaborate with research sales teams at assigned client firms to provide guidance and support.
• Assist more senior relationship managers in managing larger or more complex client relationships.
• Work collaboratively with internal partners including 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 Strategic Accounts team in achieving and communicating overall business objectives.

Requirements

• A Bachelor’s or Master’s degree in business, economics, or a related field.
• Series 7 and 63 licenses are required.
• 4-6 years of experience in the investment services industry, preferably with U.S. intermediary clients.
• Exceptional interpersonal skills, attention to detail, and the ability to effectively follow up and resolve issues.
• Broad knowledge of the U.S. wealth management industry and securities markets is preferred.
• Ability to work independently and take ownership of responsibilities, while also comfortable working in a team environment and sharing assignments.
• Excellent skills in Microsoft Office applications (Word, Excel, PowerPoint).

Qualifications

• BA or BS degree in business, economics or similar advanced degree.

Skills

• Strong communication and interpersonal skills.
• Ability to analyze and interpret complex financial data.
• Experience in client relationship management.
• Knowledge of wealth management and securities markets.

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs. These include:

• Flexible global resources and tools for your life’s journey.
• Focus on your health, fostering personal resilience, and reaching your financial goals.
• Generous paid leave, including paid volunteer time.
• Compensation package that includes base salary, commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

Pay

The base salary for this position is expected to be between $83,000 and $209,000 per year at the commencement of employment. However, the actual base salary will be determined on an individualized basis, including experience and market location.

Schedule

This position is full-time and based in New York City, NY.