Senior Vice President, Relationship Management

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 - 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.
• 7-10 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, 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.

#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.