What are the responsibilities and job description for the Senior Associate, Relationship Management position at BNY External Career Site?
Senior Associate, Relationship Management
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Senior Associate to join our Global Client Management team. This role is located in New York, New York – ONSITE.
In this role, you’ll make an impact in the following ways:
- Supporting specific client relationships, being up to speed on key industry developments and client moves, mapping the client’s business at BNY, identifying areas of opportunity to grow the relationship, conducting research and analyses on key themes and supporting day to day interaction with the client as well as preparing ‘top of house’ meetings.
- Managing specific client efforts with increasing independence over time, bringing together stakeholders from across the firm and/or the client, delivering concrete outcomes and output and communicating progress to senior leadership. Examples include helping to roll out a new client offering and supporting the completion of an RFP to secure new business.
- Understanding the “bigger picture” for key client relationships and segments and how BNY acts as a strategic partner, helping management bring relationships to the next level. This requires understanding the client’s strategy and our own, supporting major client initiatives and helping to drive high profile efforts to fruition.
- Maintains the team’s CRM & market intelligence databases, liaising between with the businesses to ensure the accuracy of Relationship Management sales reporting.
- Researches, constructs, organizes, presents, and drives the implementation of client account plans; updating these as appropriate and on a timely basis.
- Assists with client presentation preparation.
- Prepares and maintains divisional reports. Works with other internal constituencies to obtain data and ensure the accuracy of reports. Performs Ad Hoc research reporting when requested.
- Prepares business overviews to include, but not limited to, pipeline, trending, and year over year analysis.
- Provides baseline revenue generation reporting and verifies information with the associated businesses.
To be successful in this role, we’re seeking the following:
- Minimum - Bachelor's degree in business or a related discipline.
- 3-5 years of experience in financial industry experience.
- Ability to lead and communicate to a virtual coverage team to ensure firm-wide alignment on priorities, issues, and initiatives.
At BNY, our culture speaks for itself. Here’s a few of our 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
- Bloomberg’s Gender Equality Index (GEI), 2023
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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $56,000 and $105,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
Salary : $56,000 - $105,000
