Title: Relationship Executive II (Req 1205430)
Location: Everett, MA, US (primary); New York, NY (other)
Salary: Open and commensurate with experience
Job Requisition: 1205430
Description: The Relationship Executive (RE) will work for the Segment Head and partner with Service Directors and Global Service Delivery to ensure excellent service delivery across the assigned client base of large, complex, US clients. Their primary responsibilities will be executing on identified opportunities and ensuring the maintenance of a high quality of service and appropriate profitability for their assigned client base. As a Sr. level employee with overall responsibility for client relationships, the RE must ensure excellent service delivery across the assigned client base which includes: protecting and enhancing client satisfaction and client profitability, identifying and expanding wallet share through developing and executing effective cross-sales plans, assisting Service Directors and Global Service Delivery with legal documentation, and ensuring correct invoicing and timely payment. The RE will facilitate broad engagement with key client constituents (act as a leader not a gatekeeper) and collaborate with Service Directors in a matrix environment who will internally monitor service metrics to ensure colleagues are working effectively across product lines and geographies as necessary to provide optimal client service. RE's will be the final point of escalation for operational issues. The RE must have the ability to develop a network of relationships within a client that allows understanding of client priorities and initiatives. The RE will be responsible for distilling industry, product, market and client knowledge into prioritized action plans based upon client needs. They will assist in developing responses to RFPs and follow up on referrals in a timely fashion with very high quality, ensuring compliance with company policies. Additionally they must possess strong presentation, negotiation and communication skills to rapidly develop rapport with senior client leaders to gain trust and confidence. The RE must have the required emotional intelligence to deal with senior leaders both within the client organization and BNY Mellon. The RE must have a keen understanding of competitor Asset Servicing offerings, and the BNYM value proposition and differentiation. Internally, a RE must demonstrate exemplary leadership, teamwork and a proven track record for partnering with management, relationship and client service teams. They will act as a client advocate to marshal resources to ensure a high degree of client satisfaction with services is delivered and a timely resolution of issues is achieved at all times. Advanced degree preferred.
Preferred candidate will have 40 Act mutual fund experience.
Bachelor's Degree required or commensurate business experience. 10-15 years industry experience, in a client facing capacity, preferably in a Sales or Relationship Management role. Core Competencies, Client Focus, Relationship Building/Collaboration, Negotiation, Organizational Agility, Influence/Persuasion, Peer Relationships, Building Effective Teams, Directing Others, Global Business Acumen.