Senior Principal, Relationship Management

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Job description

BNY Mellon Pershing- Wealth Solutions, International Segment

Authentic, innovative and results-driven?

We're looking for an amazing individual to join our team. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level. As the leading provider of solutions to Broker-Dealers and RIAs BNY Mellon Pershing offers a fast- paced environment and dynamic culture where "client first" is paramount. Within the Wealth Solutions segment, the International team serves firms who support their clients with the broadest suite of solutions supporting U.S. and non-U.S. clients primarily in LatAm and the Caribbean.

Description

• Highly motivated team player that is organized, able to manage complex client relationships, and develop and execute new business and organic growth plans.
• Consultative relationship management and sales process that identifies the needs, reviews organizational structure, entity formation, business economics and appropriate technology solutions.
• Lead the entire sales process, including facilitating and coordinating related onboarding documentation, transition resource team, and asset realization.
• Proven experience and ability to prospect new custody opportunities, including advisors turning independent from the wirehouse, independent broker dealer or trust company channels as well as fee-based independent investment advisors.
• Create and execute on business development strategies that generate leads, as well as maintain and expand referral sources.
• Establish relationships with prospective clients, provides consultation and education regarding growth strategy.
• Effectively coordinates necessary internal and external resource partners in a consultative process to determine optimal solutions that benefit the prospect.
• Tracks and reports out on organic growth and business development efforts.
• Manages the creation of proformas for prospects.

Do you have an ability to:

• Be an entrepreneurial self-starter; have an ability to work independently, as well as collaboratively within a high performing team structure.
• Incite enthusiasm, influence, and motivate business partners to accomplish objectives.
• Incorporate needs, wants and goals from different prospects and target audiences into marketing and sales strategies.
• Participate in external professional organizations and affinity groups within BNY Mellon to expand network of business contacts.
• Utilize interpersonal styles and communicate effectively and professionally, both verbal and in writing across all organizational levels to accomplish objectives.

Qualifications

• Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 7-10 years of relationship management and sales experience preferred focused on business development in the Financial Services sector
• Series 7 and 63, or ability to obtain within 6 months
• Fluent in Spanish a positive but not required

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.