The Bank Of New York Mellon San Francisco , CA 94118
Posted 2 days ago
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 #LifeAtBNY 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 can be located in Lake Mary, FL - Charlotte, NC - Oakbrook Terrace, IL - Jersey City, NJ - San Francisco, CA - 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:
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.
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 $100,000 and $200,000 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.
#LI-Hybrid
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.
The Bank Of New York Mellon
Posted 2 days ago
VIEW JOBSThe Bank Of New York Mellon