GFI Relationship Executive I Job
GFI Relationship Executive I (Job Number: 1301484)
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 36 countries and more than 100 markets. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. Additional information is available at www.bnymellon.com.
BNY Mellon Asset Servicing is dedicated to dynamically supporting our clients' investments and safeguarding their assets, keeping them working around the clock and across the world. It's part of our commitment to being a true partner for our clients' investment success. We specialize in operational solutions and capabilities for today's market-enhancing the management and administration of investments with services that process, monitor and measure investment data from around the world. By leveraging BNY Mellon's global footprint and deep expertise, we deliver insight-driven solutions for every phase of investing.
Description
The Relationship Executive I will work for a Business Executive or Segment Manager who will own and lead the BNY Mellon relationship for a specific number of large, complex, multi-national clients. Their primary responsibility will be to assist the BE or Segment Manager in the execution of opportunities and in ensuring the maintenance of the quality of service required for their client base. The RE I will also partner with the BE and coordinate with Service Directors (SD) to ensure excellent service delivery across the assigned client base which includes: protecting and enhancing client satisfaction and client profitability, identifying and expanding wallet share through developing and executing effective cross-sales plans, assisting with legal documentation, and ensuring correct invoicing and timely payment. The RE I will facilitate broad engagement with key client constituents (act as a leader not a gatekeeper) and coordinate with multiple Service Directors in a matrix environment who will internally monitor service metrics to ensure colleagues are working effectively across product lines and geographies as necessary to provide optimal client service. They will be the final point of escalation for operational issues.
Qualifications
The RE I must have the ability to develop a network of relationships within a client that allows understanding of client priorities and initiatives. The RE I will be responsible for distilling industry, product, market and client knowledge into prioritized action plans based upon client needs. They will develop responses to RFPs and follow up on referrals in a timely fashion with very high quality, ensuring compliance with company policies. Additionally they must possess strong presentation, negotiation and communication skills to rapidly develop rapport with senior client leaders to gain trust and confidence. The RE I must have the required emotional intelligence to deal with senior leaders both within the client organization and BNY Mellon. The RE I must have a keen understanding of competitor Asset Servicing offerings, and the BNYM value proposition and differentiation. Internally, a RE I must demonstrate exemplary leadership, teamwork and a proven track record for partnering with management, relationship and client service teams. They will act as a client advocate to marshal resources to ensure a high degree of client satisfaction with services is delivered and a timely resolution of issues is achieved at all times. Advanced degree preferred. Bachelor's Degree required or commensurate business experience. 8-10 years industry experience, preferably in a relationship management capacity. Core Competencies, Client Focus, Relationship Building/Collaboration, Negotiation, Organizational Agility, Influence/Persuasion, Peer Relationships, Building Effective Teams, Directing Others, Global Business Acumen.
Primary Location: United States-USA-CA-Los Angeles
Internal Jobcode: 31853
Job: Asset Servicing
Organization: GFI Client Service Delivery-HR08950
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