Vice President, Relationship Management II
Location: Lake Mary
Posted on: June 23, 2025
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Job Description:
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 Relationship
Manager to join our Pershing Wealth Solutions team. This role will
be located in Lake Mary, FL - Hybrid. In this role, you’ll make an
impact in the following ways: Responsible for managing mid-size
Registered Investment Advisor (RIA) and/or Independent Broker
Dealer (IBD) client relationships, located primarily in the Eastern
U.S. Accountable for the overall client relationship and for
ensuring clients’ success and satisfaction through engaging in
comprehensive relationship planning Partners with clients and leads
the BNY Mellon team to co-create and drive the execution of
clients’ strategic objectives using data and insights Connects
clients to the entire enterprise to help inform and execute upon
their strategy to maximize the value they derive from BNY Mellon
Responsible for client retention, organic sales growth, execution
against RM standard of care and the maintenance of pricing and
contracts Ideal candidate will have deep knowledge of clearing and
custody products, services, tech, and client relationships. 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. 5-7 years of total
work experience preferred. 3 years of Financial Services experience
with a particular institutional client type or product (Hedge,
Pension, etc.) preferred as is prior experience in Relationship
Management, Client Services or Account Management. FINRA Series 7
and 63 preferred. At BNY Mellon, our inclusive culture speaks for
itself. Here’s a few of our awards: Fortune World’s Most Admired
Companies & Top 20 for Diversity and Inclusion Bloomberg’s Gender
Equality Index (GEI) Human Rights Campaign Foundation, 100% score
Corporate Equality Index Best Places to Work for Disability
Inclusion , Disability: IN – 100% score 100 Best Workplaces for
Innovators, Fast Company CDP’s Climate Change ‘A List’ Our
Benefits: BNY Mellon 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 that can support you and your family
through moments that matter. BNY Mellon is an Equal Employment
Opportunity/Affirmative Action Employer - Underrepresented racial
and ethnic groups/Females/Individuals with Disabilities/Protected
Veterans.
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