Reporting to Mellon Capital Management's Executive Vice President, Head of Global Distribution, the Head of Client Relationships, Service, and Consultant Relations will ensure that every aspect of the client experience is best in class and consistent with Mellon Capital's collaborative culture and commitment to putting clients' interests first.
· As both a player and a coach, the incumbent leads a team of relationship managers and client service managers in their roles as primary day-to-day contacts for all institutional investment management clients including public and corporate pensions, endowments, foundations, and mutual funds. · The incumbent will oversee the effective communication and relationship management of all company clients by the client service team. S/He will lead the institutional client service managers in developing and executing proactive, creative, and ongoing contact initiatives intended to identify and satisfy client needs. · The incumbent will work with portfolio managers, client service managers, investment strategists and marketing and sales staff and any other relevant stakeholders to develop and implement policies and procedures for serving existing institutional clients. · S/he will be responsible for effective communication and relationship management of all distribution channels that the company services. · Other significant areas of focus are the continued professional development of the team; continue the evolution of the team support structure; support existing and create new management tools that enable the status of the client base to be known; support existing and new initiatives (i.e. client retention, client rationalization, etc.).
Qualifications The qualified candidate will possess a BA or BS degree in business, economics or similar advanced degree; MBA or CFA designation. S/He will have ten year's experience in the investment field, exceptional interpersonal, leadership and management skills, attention to detail and ability to effectively follow-up and resolve issues required. Broad knowledge of the institutional investment industry, securities markets, trust operations and investment relations also required. S/He will also possess excellent skills in Word, Excel and database applications.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-California-San Francisco Internal Jobcode: 22530 Job: Asset Management Organization: Mellon Capital Management-HR06141 Requisition Number: 1702812