Strategic Accounts Relationship Manager - Vice President - BNY Investments
$83,000–$83,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Develop strategic plans to grow and retain assigned client relationships by leveraging BNY Mellon investment capabilities. Serve in a consultative capacity to advise clients on achieving short and long-term objectives, collaborating with research sales teams on complex accounts. Assist senior relationship managers in managing larger client portfolios and contribute to special projects that advance the Strategic Accounts team's business goals. Work collaboratively with internal partners including field sales, product management, and compliance to drive transformative solutions. Requires a BA/BS degree, Series 7 and 63 licenses, and 4-6 years in investment services. Located in New York City, NY, with a base salary range of $83,000 to $209,000.
Required Qualifications
- BA or BS degree in business, economics or similar advanced degree
- Series 7
- Series 63
- 4-6 years' experience in the investment services industry
- exceptional interpersonal skills
- attention to detail
- ability to effectively follow-up and resolve issues
- Broad knowledge of the U.S. wealth management industry and securities markets
- Ability to work independently and take ownership of responsibilities
- comfortable working in a team environment and share assignments
- excellent skills in Word, Excel, PowerPoint, and database applications
- This role is located in New York City, NY
Desired Qualifications
- preferably with U.S. intermediary clients
- Ability to work collaboratively and effectively with internal partners including but not limited to our affiliated investment firms, field sales, product management, marketing, business intelligence, compliance and legal
- contribute to and manage various special projects and activities that aid the greater Strategic Accounts team in achieving and communicating overall business objectives
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