Vice President, Relationship Management II

Job Description

Wealth Solutions Relationship Manager

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 is all about.

We’re seeking a future team member for the role of Relationship Manager to join our Pershing Wealth Solutions team. This role will be located in Lake Mary, FL - Hybrid.

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

• Responsible for managing mid-size Registered Investment Advisor (RIA) and/or Independent Broker Dealer (IBD) client relationships, located primarily in the Eastern U.S.
• Accountable for the overall client relationship and for ensuring clients’ success and satisfaction through engaging in comprehensive relationship planning
• Partners with clients and leads the BNY Mellon team to co-create and drive the execution of clients’ strategic objectives using data and insights
• Connects clients to the entire enterprise to help inform and execute upon their strategy to maximize the value they derive from BNY Mellon
• Responsible for client retention, organic sales growth, execution against RM standard of care and the maintenance of pricing and contracts
• Ideal candidate will have deep knowledge of clearing and custody products, services, tech, and client relationships.
  
  

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.
• 5-7 years of total work experience preferred.
• 3+ years of Financial Services experience with a particular institutional client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
• FINRA Series 7 and 63 preferred.
  
  

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.

About Us

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 & 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.