Senior Vice President, Relationship Management, Pershing X

SVP Relationship Manager, Pershing X

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.

Pershing X is a start-up unit designed to incubate, engineer, and deliver breakthrough solutions that will transform the advisory market.

Pershing X will deliver the industry’s leading end-to-end advisory platform, helping financial service firms solve the challenge of managing multiple and disconnected technology tools and data sets for their advisors and fueling our clients’ business growth.

We are a collaborative and fast-growing team working on exciting and innovative digital product offerings.

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

The Pershing X Relationship Manager will be responsible for engaging in complex sales opportunities as well as developing strategic account plans designed to manage and grow existing client relationships, with a focus on revenue growth across all Pershing X products and services.

• Demonstrate understanding of client’s business and growth strategies including current and future focus of each firm to identify new and cross sell opportunities for incremental revenue growth.
• Develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention.
• Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives.
• Consult with clients on their strategic vision and how the firm can help them achieve that vision.
• Manages overall relationship profitability of assigned client portfolio.
• Responsible for pricing of all contracts for Pershing X products and services.
• Build and maintain strong client relationships, at the most senior levels within Pershing X Broker Dealer, Trust, and Registered Investment Advisor segments.
• Promote firm services / product offerings that solve client challenges and achieve account growth. Research client issues and bring to resolution.
• Continually evaluate client needs and ensure sustained client engagement.
• Attends client meetings, and host demos to continuously enhance knowledge base and promote technology application advancement within an organization.
• Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
• Develop, track and report on relationship strategy / results for assigned client portfolio.
• May assist with prospecting new clients in a similar industry or segment of existing clients.
• Assigned as the Pershing X expert for a particular client segment, process, or product.
• Extensive knowledge in Advisory Business, Data and Market forces changing the financial services industry.
• Coordination with all Internal Pershing X Sales, Product, Service, and Support teams to achieve overall firm level goals and objectives.
• Regularly attends conferences to remain visible in the market and remain current on industry trends and competitor service offerings.

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

• Bachelors degree or the equivalent combination of education and experience is required. Advanced / graduate degree preferred.
• 7-10 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 Relationship Management, Client Services or Account Management.
• Applicable local / regional licenses or certifications as required by the business.
• As global firm, bi-lingual capabilities are helpful as is an understanding of local / cultural nuances important for client trust.

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.

Applicable local / regional licenses or certifications as required by the business. As global firm, bi-lingual capabilities are helpful as is an understanding of local / cultural nuances important for client trust.

BNY 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.

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.