Strategic Accounts Relationship Manager - Vice President - BNY Investments

Job Overview

Strategic Accounts Relationship Manager – Investment Management North American Distribution team, located in New York City, NY. You will develop strategic plans for assigned client relationships, drive revenue growth and retention, and consult with clients on achieving short‑ and long‑term objectives. You will collaborate with investment firms, field sales, product management, marketing, business intelligence, compliance, and legal.

Key Responsibilities

• Develop strategic plans to manage and grow assigned client relationships, focusing on revenue growth and retention through BNY Mellon investment capabilities.
• Serve in a consultative role to clients, advising on the best ways to achieve short‑ and long‑term strategic objectives; may collaborate with research sales teams at client firms.
• Assist senior relationship managers with larger or more complex client relationships.
• Collaborate effectively with internal partners including investment firms, field sales, product management, marketing, business intelligence, compliance, and legal.
• Contribute to and manage special projects that support the Strategic Accounts team in achieving and communicating overall business objectives.

Qualifications

• BA/BS degree in business, economics, or related field; advanced degree preferred.
• Series 7 and 63 licenses required.
• 4–6 years of experience in investment services, preferably with U.S. intermediary clients.
• Broad knowledge of the U.S. wealth‑management industry and securities markets preferred.
• Strong interpersonal skills, attention to detail, and ability to follow up and resolve issues.
• Ability to work independently and take ownership while being comfortable in a team environment.
• Excellent proficiency in Word, Excel, PowerPoint, and database applications.

Benefits & Rewards

BNY offers competitive compensation, benefits, and wellbeing programs. Total compensation may include commission, discretionary bonuses, short‑ and long‑term incentive packages, and company‑sponsored benefit programs. Base salary range: $83,000 – $209,000 per year. This position is at‑will.

Equal Employment Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.