Wealth Solutions Relationship Manager

Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital. 

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about. 

We’re seeking a future team member for the role of Relationship Manager to join our Pershing Wealth Solutions team. This role can be located in Lake Mary, FL – Charlotte, NC – Oakbrook Terrace, IL – Hybrid.

In this role, you’ll make an impact in the following ways: 

• Responsible for managing mid-size Registered Investment Advisor (RIA) and/or Independent Broker Dealer (IBD) client relationships, located primarily in the Eastern U.S. 
• Accountable for the overall client relationship and for ensuring clients’ success and satisfaction through engaging in comprehensive relationship planning
• Partners with clients and leads the BNY Mellon team to co-create and drive the execution of clients’ strategic objectives using data and insights
• Connects clients to the entire enterprise to help inform and execute upon their strategy to maximize the value they derive from BNY Mellon
• Responsible for client retention, organic sales growth, execution against RM standard of care and the maintenance of pricing and contracts
• Ideal candidate will have deep knowledge of clearing and custody products, services, tech, and client relationships. 

To be successful in this role, we’re seeking the following: 

• Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 10-12 years of total work experience preferred. 
• 3 years of Financial Services experience with a particular institutional client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management. 
• FINRA Series 7 and 63 Required.

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards: 

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion 
• Bloomberg’s Gender Equality Index (GEI)
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score 
• 100 Best Workplaces for Innovators, Fast Company
• CDP’s Climate Change ‘A List’

Our Benefits: 

BNY Mellon 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 that can support you and your family through moments that matter. 

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

#LI-Hybrid