Relationship Mgr 3 Pershing Job

• Company

  BNY Mellon

• Location

  USA-PA-King of Prussia

• Remuneration

  Competitive

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  20-Oct-2013

• eFC Ref no

  1290759

See Job Description

Relationship Mgr 3 Pershing (Job Number: 1313770)

Description

Directs the sales, marketing and customer relations efforts for regions within the Pershing Managed Investments business line. Establishes sales efforts to increase business within regions; establishes marketing plans to increase market share and to penetrate new markets; manages customer relations effort to insure continued contribution from current customers. Fosters and promotes strategic partnerships with customers to ensure continuous business growth and client retention. RM's either hired or promoted into this role have demonstrated excellent, consistent performance with some of the firm's top customer tiers or similar performance in the industry. These RM's are high performers, they require minimal guidance and support and they have been placed into roles with expanded decision making. These RM's support a number of the firm's highest customer asset tiers and are solid point people. These RM's may also be asked to supervise and/or mentor others. Responsibilities are similar to RM Level 4, however incumbent has less relevant experience and / or skill and smaller scope of activities. In client relationship management roles, incumbent has primary responsibility for medium sized clients, but are often asked to partner on relationships with larger clients. Strong focus on production / transaction. High level of industry / product expertise. Typically participates in strategic decision-making within their specific product area. 25% travel should be expected in this role.

Qualifications

- Bachelor's Degree, Master's degree a plus
- 5 years minimum experience, Financial Services experience a must
- At least 5 years in a client facing role needed
- Extensive leadership, management, marketing, sales and analytical skills
- Demonstrable Broker Dealer product and market knowledge preferred
- Knowledge of national securities market strongly preferred
- Ability to interface with all levels of management including the strong ability to interact effectively with internal and external senior management
- Strong negotiation, decision making and problem solving skills
- Excellent teamwork and interpersonal skills
- Demonstrated experience in the management of business critical projects
- Ability to effectively prioritize and multi-task in a high-pressure environment
- Excellent written and verbal communication skills
- Familiarity with Microsoft Office applications and/or PC proficiency in Windows based programs

Primary Location: King of Prussia, PA, US
Internal Jobcode: 29917
Job: Sales/Marketing
Organization: