Director, Relationship Management
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职位描述
<p><span style="font-size: 9pt; line-height: 107%;">BNY’s Global Collateral Platform helps clients segregate, optimize, finance and "transform" collateral in support of their financial strategies. Institutional investors and intermediaries look to us for the global expertise, clarity, and operational support as they need to navigate an environment of sweeping regulatory change.</span></p><p><span style="font-size: 9pt; line-height: 107%;">Our innovative, insight-driven solutions help our clients, whether on the buy-side or the sell-side, improve the way they manage their collateral, engage in more investment opportunities to help maximize their investment returns and access new financing alternatives. Backed by modern technology and multi-dimensional thinking, we're ready to deliver the expertise, products and services clients need as they address their collateral, liquidity, and securities financing needs.</span></p><p><span lang="EN-US" style="font-size: 9pt; line-height: 107%;">We’re seeking a future team member for the role of Director, Relationship Management to join our Clearance and Collateral team. This role is located in London. </span></p><p><span lang="EN-US" style="font-size: 9pt; line-height: 107%;">In this role, you’ll make an impact in the following ways: </span></p><ul style="list-style-type: disc;"><li><span style="font-size: 9pt; line-height: 107%;">Independently develops the strategic plan for managing and growing existing client relationships.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Identifies opportunities to evolve client business for incremental account growth.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Serves in a consultative role to the client, advising client top leadership on the best way to achieve short- and long- term strategic objectives.</span></li><li><span style="font-size: 9pt; line-height: 107%;">From a global, bank-wide perspective, assigned moderate to large client accounts with high-growth potential and increased complexity of strategic needs across a region or globally.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Has developed significant expertise on industry trends, competitor services/offerings and clients business environment. As the client advocate, often serve as the ultimate escalation point for client satisfaction.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Consult with clients on their strategic vision and how the firm can help them achieve that vision.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Collaborate across other platforms and lines of business to identify opportunities to grow and expand client franchise.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Promote firm services/product offerings that solve client challenges and achieve account growth. Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio. Contribute to the development of team/unit metrics, dashboards and roadmaps.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Keep abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction. May assist with prospecting new clients in a similar industry or segment of existing clients.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Conduct service review meetings and assist in client training, sharing of market information/experience.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Contribute to the development of overall RM strategies for the unit.</span></li><li><span style="font-size: 9pt; line-height: 107%;">May work with other Relationship Managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) In some regional/local markets may manage relationships with regulators directly. Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.</span></li><li><span style="font-size: 9pt; line-height: 107%;">No direct reports. Provide guidance to less experienced Relationship Managers as needed.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio. Manages overall relationship profitability of moderate to large-sized clients with increased complexity.</span></li></ul><p><span style="font-size: 9pt; line-height: 107%;"> </span></p><p><span style="font-size: 9pt; line-height: 107%;">To be successful in this role, we’re seeking the following: </span></p><ul style="list-style-type: disc;"><li><span style="font-size: 9pt; line-height: 107%;">Bachelor’s degree or the equivalent combination of education and experience is required.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Advanced/graduate degree preferred.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Extensive work experience preferred.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Experience with Collateral management.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Financial Services expertise with a particular client type or product (Hedge, Pension, etc.) preferred</span></li><li><span style="font-size: 9pt; line-height: 107%;">Prior experience in Relationship Management, Client Services or Account Management preferred.</span></li><li><span style="font-size: 9pt; line-height: 107%;">Leadership positions and a track record of leading high performance client coverage teams with dedicated revenue strategy plans preferred.</span></li></ul><p> </p>
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