Senior Specialist, Client Coverage

Socket.dev; Newport Beach (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

401(k) plan

Medical, dental, vision insurance

Paid time off

Job summary

BNY Mellon in Newport Beach seeks a senior relationship manager to drive revenue growth by expanding existing client relationships and developing new prospects. You will collaborate with cross-functional teams, applying deep product knowledge and market insight to deliver tailored solutions.

A focus on compliant deal structuring and long-term client success is essential. This role emphasizes strategic advisory, data accuracy in CRM, and close collaboration with client service, operations, and

Qualifications

• Experience in financial services or client-facing roles.
• Bachelor's degree required; advanced degree preferred.
• Strong communication and presentation skills.

Responsibilities

• Lead development of client relationships to drive revenue growth.
• Coordinate with marketing, operations and legal to manage risk and contracts.
• Prepare client presentations and references to support sales opportunities.
• Ensure timely maintenance of client data in CRM systems.

Skills

Relationship management

Sales lifecycle

Cross-functional collaboration

Research

Regulatory/compliance awareness

Education

Bachelor's degree

Advanced/graduate degree preferred

Job description

Leads development of new business through a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business. Accomplishes success through research, the application of technical expertise, and broad based internal and client interactions. Oversees the maintenance of the tracking database. Consults with more experienced staff on client's/prospect's strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision. Assists in creating and maintaining divisional reports. May assist in creating client presentations. With guidance, delivers the full value of the firm by leveraging the knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation. May require ideating bundled cross-product offerings customized to the client's specific needs. Assist with evaluating and structuring deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite. Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured. Assists with the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship. Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development. Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms. Foster cross-collaboration internally and connect-the-dots across the firm. Remain intellectually curious about products within the firm to keep informed and up to date on all firm offerings. In support of more senior staff, responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines). Assists full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction. No direct reports. Modified based upon local regulations/requirements. Bachelor?s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 2-4 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management. Applicable local/regional licenses or certifications as required by the business. A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom BNY LinkedIn

Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
• We provide access to flexible global resources and tools for your life’s journey.
• Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team
• along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
• BNY assesses market data to ensure a competitive compensation package for our employees.
• Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
• Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.
• Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents.
• Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered.
• Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.