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Associate, Relationship Manager
$162k-213k (estimate)
Full Time 6 Months Ago
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BNYM External Career Site is Hiring an Associate, Relationship Manager Near New York, NY

Bring your ideas. Make history. 
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital. 

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of Associate Relationship Manager to join our Asset Servicing Relationship Management team. This role is located in Lake Mary FL, Pittsburgh PA, New York City and is Hybrid.

BNY Mellon's Asset Servicing business is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.

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

Client Management

  • Build client relationships as appropriate predominantly through RM interactions. 
  • Assists with the internal coordination of deals and serve as a liaison between product groups and the RM to deliver tailored solutions to the client. Incumbent may accompany and assist the RM in client meetings. 
  • Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in an accurate and timely fashion. 
  • Assists with client presentation preparation. 
  • Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients. 

Client Strategy: 

  • Facilitates development of new business, retaining of existing revenue streams, broadening of existing relationships and ensures the highest level of customer service through research, analytics, and internal coordination.
  • Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. 
  • Serves as a liaison between Relationship Management and the businesses to ensure the accuracy of Relationship Management sales reporting.
  • Prepares and maintains divisional reports. Works with other internal constituencies to obtain data and ensure the accuracy of reports. Performs Ad Hoc research reporting when requested.
  • Prepares business overviews for assigned groups to include but not limited to pipeline, trending, profitability, and year over year analysis. 
  • Provides baseline revenue generation reporting and verify information with the associated businesses. 
  • Identifies opportunities for incremental account growth.
  • Assists Relationship Managers on large and complex accounts to gain breadth/depth of knowledge.
  • Promotes firm services/product offerings that solve client challenges and drive account growth.

Administrative: 

  • Maintains the CRM database, assisting with data entry ensuring data integrity and quality assurance. 
  • Researches, constructs, organizes, presents, and drives the implementation of client account plans. Updates account planning information as appropriate.
  • Updates client information based on Know Your Customer (KYC) policies. 

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

  • Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • Several years total work experience preferred. 
  • Experience in Relationship Management, Client Services or Account Management preferred. 
  • Applicable local/regional licenses or certifications as required by the business.

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

  • Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion 
  • Bloomberg’s Gender Equality Index (GEI)
  • Human Rights Campaign Foundation, 100% score Corporate Equality Index
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score 
  • 100 Best Workplaces for Innovators, Fast Company
  • CDP’s Climate Change ‘A List’

Our Benefits: 

BNY Mellon 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 that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $46,500 and $99,500 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Job Summary

JOB TYPE

Full Time

SALARY

$162k-213k (estimate)

POST DATE

10/28/2023

EXPIRATION DATE

05/23/2024

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The job skills required for Associate, Relationship Manager include Client Relationship, Relationship Management, Insight, Customer Service, Presentation, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate, Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate, Relationship Manager. Select any job title you are interested in and start to search job requirements.

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