Director, Relationship Management

BNY Mellon; New York (NY); On-site; USD 208,000 - 273,000; Full time

Job summary

A leading financial institution is seeking a Director of Relationship Management in New York. This role involves developing strategic plans to manage client relationships, ensuring satisfaction, and analyzing risks. The ideal candidate will have extensive experience in finance and strong consultative skills. This position offers a competitive salary and benefits, with opportunities for growth and travel.

Qualifications

• 10 years of experience in finance, including strategic planning for global payments.
• Experience managing relationships with major financial institutions in South America.

Responsibilities

• Develop and implement strategic plans to manage and grow existing client relationships.
• Conduct regular client check-ins to ensure satisfaction and strategic alignment.
• Collaborate with business development teams to execute relationship strategies.

Skills

Strategic Planning

Client Relationship Management

Risk Analysis

Financial Data Analysis

Consultative Advisory

Education

Bachelor's degree in Business Administration

Bachelor's degree in International Relations

Tools

Tableau

CRM

SWIFT Analytics

Job description

The Bank of New York Mellon seeks a Director, Relationship Management for its New York, NY location.

DUTIES:

1. Develop and implement strategic plans to manage and grow existing client relationships, focusing on revenue retention and risk analysis.
2. Identify opportunities for account growth and analyze legislative impacts on risk and profitability.
3. Serve as a consultative advisor to client leadership, guiding strategic objectives and assessing environmental impacts of new products.
4. Act as the primary client advocate, ensuring satisfaction and managing escalations related to risk and market scenarios.
5. Document communications, develop contingency plans, and analyze financial data to forecast industry and economic conditions.
6. Evaluate and structure deals, ensuring optimal terms for both client and firm, and monitor environmental impacts on growth.
7. Conduct regular client check-ins to ensure satisfaction and strategic alignment, providing industry insights and monitoring risk developments.
8. Develop and report on relationship strategies and risk data, contributing to team metrics and dashboards.
9. Collaborate with business development teams to execute relationship strategies and identify potential risks in investments.
10. Lead service review meetings, assist in client training, and track market risk metrics.
11. Prospect new clients and contribute to overall relationship management strategies.
12. Coordinate with internal resources to address client needs and share industry developments.
13. Recommend thought leadership initiatives and ensure compliance activities are properly conducted.

REQUIREMENTS:

• Bachelor's degree in Business Administration, International Relations, or related field.
• 10 years of experience in finance, including strategic planning for global payments, foreign exchange, cash management, and trade finance.
• Experience managing relationships with major financial institutions in South America.
• Proficiency in global payments, cash management products, and analytics tools like Tableau, CRM, and SWIFT Analytics.
• Knowledge of client onboarding and risk management procedures (KYC, BAC).
• Willingness to travel domestically and internationally (17%).

Salary range: $208,080.00 to $273,000.00 annually. Qualified applicants should apply online at https://bnymellon.eightfold.ai/careers using reference code #66247, and mention the source as 'advertisement - WEB'.

The compensation package includes base salary, bonuses, incentives, and benefits, with specific amounts determined based on experience and location. The position is at-will with potential for salary modifications.