Senior Associate, Client Coverage (Strategic Account Management)

Senior Associate, Client Coverage

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.

We're seeking a future team member for the role of Senior Associate Client Coverage to join our Asset Servicing team. This role is located in Lake Mary, FL - HYBRID

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

• Leads development of new business through a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business.
• Accomplishes success through research, the application of technical expertise, and broad based internal and client interactions.
• Oversees the maintenance of the tracking database.
• Consults with more experienced staff on client's/prospect's strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision.
• Assists in creating and maintaining divisional reports.
• May assist in creating client presentations.
• With guidance, delivers the full value of the firm by leveraging the knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation.
• May require ideating bundled cross-product offerings customized to the client's specific needs.
• Assist with evaluating and structuring deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite.
• Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured.
• Assists with the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship.
• Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development.
• Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms.
• Foster cross-collaboration internally and connect-the-dots across the firm.
• Remain intellectually curious about products within the firm to keep informed and up to date on all firm offerings.
• In support of more senior staff, responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines).
• Assists full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.

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

• Bachelor's degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 2 - 4 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 a related customer-facing role, Sales Support, Global Capital Markets or Product Management.
• A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
• 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.

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