BNY · 1 day ago
Corporate Trust: Director, Relationship Management
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$125K/yr - $240K/yr
10+ years expBNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The Director, Relationship Management will independently develop strategic plans for managing and growing client relationships while promoting firm services to solve client challenges and achieve account growth.
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
Required
Bachelor's degree or the equivalent combination
10-15 years of relevant work experience in CLOs, Credit and Private Credit; experience selling across the Asset Management segment
Preferred
an advanced degree is highly preferred
Benefits
Flexible global resources and tools for your life’s journey
Generous paid leaves, including paid volunteer time
Company
BNY
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Brian A. Ruane
CEO Government Securities Services & Global Client Management
Chris Kearns
CEO, Depositary Receipts
Recent News
PR Newswire
2024-11-01
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