Lead Analyst, Relationship Management (Enterprise)
Location: New York, New York
Type: Full Time
Internal Number: 14895384
Lead Analyst, Relationship Management
This position resides in the CTG Sales region in North America. CTG represents Corporate, Technology and Government clients in North America. This position will specifically support Real Estate and select corporate and healthcare names in the region.
Leads development of new business, retaining of existing revenue streams, broadening of existing relationships and ensures the highest level of customer service through research, analytics, and internal coordination.
Results are accomplished through research, the application of technical expertise, and broad based internal and client interactions.
Oversees the maintenance of the CRM database, ensuring data integrity and quality assurance for covered client group.
Serves as a liaison between GCM and the businesses to ensure the accuracy of GCM sales reporting.
Prepares and maintains divisional reports.
Works with other internal constituencies to obtain data and ensure the accuracy of reports.
Performs Ad Hoc research reporting when requested.
Researches, constructs, organizes, presents, and drives the implementation of client account plans.
Prepares business overviews for assigned groups to include but not limited to pipeline, trending, and year over year analysis.
Provides baseline revenue generation reporting and verify information with the associated businesses.
Updates account planning information as appropriate.
Coordinates incoming Client service calls.
Liaises with appropriate internal contacts to ensure client inquiries and requests are satisfied in a accurate and timely fashion.
Updates client information based on Know Your Customer (KYC) policies.
Assists in the coordination of deals and serve as a liaison between product groups and the CE to deliver tailored solutions to the client.
Develops client relationships predominantly through CE interactions.
May act as primary contact for a small book of clients, coordinating solutions between product groups and GCM with the guidance of a CE.
Assists with client presentation preparation, client meetings, product collaboration, and sale execution.
Serves as a liaison with Corporate Marketing for BNY Mellon marketing materials and other information presented to clients.
Incumbent accompanies and presents with the CE in client meetings.
No direct reports.
Provide guidance to less experienced Relationship Managers as needed.
Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
Bachelors degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred.
2-5 years of total work experience preferred.
Experience in Relationship Management, Client Services or Account Management preferred.
Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.