Corporate Trust: Director, Relationship Management jobs in United States
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BNY · 2 months ago

Corporate Trust: Director, Relationship Management

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Director of Relationship Management to join their Issuer Services Corporate Trust team, responsible for developing strategic plans to manage and grow client relationships while ensuring client satisfaction and achieving growth goals.

Financial Services

Responsibilities

Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business
Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment
Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction
Promotes firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm
Develop, track, and report on relationship strategy/results for assigned client portfolio
Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
Recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients
Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios

Qualification

Client Relationship ManagementStrategic PlanningCLOsCredit ExperienceAsset Management KnowledgeBusiness DevelopmentLeadership SkillsCommunication Skills

Required

Bachelor's degree or the equivalent combination, while an advanced degree is highly preferred
10-15 years of relevant work experience in CLOs, Credit and Private Credit; experience selling across the Asset Management segment

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

Company

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase