Senior Vice President, Client Executive

BNY Mellon; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Relationship Management professional to join their Asset Servicing and Digital team in London. The role involves managing client relationships, understanding industry themes, and supporting the growth of client portfolios. Candidates should possess knowledge of custody and capital markets, as well as experience in client services. The firm has received multiple awards for innovation and workplace equality, offering a dynamic and inclusive environment.

Qualifications

• Knowledge of Custody, Capital Markets, Hedge and Private Market Investments.
• Experience in Relationship Management, Client Services or Account Management.
• Proven ability to navigate and develop internal networks.

Responsibilities

• Manage a book of clients and maintain premium tier 1 relationships.
• Prepare client presentations and drive implementation of client account plans.
• Convey a deep understanding of industry themes within the Alternatives industry.

Skills

Custody knowledge

Capital Markets

Client Services experience

Education

Bachelor's degree or equivalent

Job description

Role Overview

We're seeking a future team member for the role of Relationship Management to join our Asset Servicing and Digital, Alternatives team. This role is located in London.

Responsibilities

• Manage a book of clients driving the development of new business & maintaining existing revenue streams whilst supporting premium tier 1 relationships working collaboratively with Director level members of the London Relationship Team
• Broaden existing relationships and ensure the highest level of customer acumen
• Demonstrate proactive problem resolution by promoting the Company's core values with integrity and professionalism.
• Support the preparation of client presentations, business acceptance, internal / external meetings, product collaboration, and sale execution
• Convey a deep understanding of industry themes within the Alternatives industry and take responsibility for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolios
• Research, support, organise, present and drive the implementation of client account plan
• Pro-actively seek "stretch project" opportunities and initiatives leveraging the global scale of the Company
• Work collaboratively with EMEA Pricing Team to obtain FTE, Profitability Analysis of Add-on Business
• Demonstrate knowledge of jurisdictional specific fund structures and corresponding legal mechanisms

Qualifications

• Knowledge of Custody, Capital Markets, Hedge and Private Market Investments would be beneficial facilitating the lifecycle management Alternative clients
• Working understanding of various utilities such as KYC, Pricing & Billing
• Proven ability to navigate and develop internal networks
• Bachelor's degree or the equivalent combination of education and experience is preferable
• Sufficient years of total work experience preferred
• Experience in Relationship Management, Client Services or Account Management
• Applicable local/regional licenses or certifications as required by the business.

Company 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