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    Senior Vice President, Relationship Management - Charlotte, United States - Pershing

    Pershing
    Pershing Charlotte, United States

    1 week ago

    Default job background
    Description
    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 worlds 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, were 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.
    Were 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, youll 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, were seeking the following:
    Bachelors 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.

    Heres a few of our awards:
    Fortune Worlds Most Admired Companies & Top 20 for Diversity and Inclusion
    Bloombergs 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
    CDPs 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 lifes 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

    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.

    #J-18808-Ljbffr
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