SVP, BUSINESS DEVELOPMENT, ADVISOR GROWTH, RELATIONSHIP MANAGER

SVP, BUSINESS DEVELOPMENT, ADVISOR GROWTH, RELATIONSHIP MANAGER

BNY offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With 240 years of rich history and industry firsts, BNY has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNY is all about.

THE OPPORTUNITY 

The Lead Generation initiative is a multi-function program that matches high net worth investors with leading investment advisory solutions, including third party independent registered advisory (RIA) firms.  

As a Relationship Manager  at BNY, you will have the opportunity to present sophisticated solutions to an interested prospect, establishing strong connections and credibility, primarily through virtual interactions. You will lead the engagement of new investor prospects, providing them with tailored insights into a curated selection of independent investment advisory firm options (RIAs). Your ultimate goal is to match prospective investors with the most suitable advisor referral based on their unique needs and preferences, ensuring an unparalleled experience.

THE ROLE

The role, titled Relationship Manager, seeks candidates who have past experience in building deep trusting relationships with prospective investors by uncovering their needs to facilitate an introduction to an RIA.  Experience in developing financial plans, wealth plans and the provision of financial advisory services is a prerequisite. Over time, this candidate will drive the build out and operationalization of a team of Relationship Mangers, while working actively day to day to service incoming prospective investors.

EXPERTISE & KEY RESPONSIBILITIES

This dynamic and knowledgeable client Relationship Manager will possess the following expertise and skills:

• Ability to build strong relationships, engage and encourage trust, and deepen the prospective investor relationships by applying a focused communication strategy, and exceeding expectations.
• Extensive knowledge of the financial planning process including, Advanced Financial Planning concepts and strategies, Estate Planning, Retirement Planning and Investment Planning.
• Ability to build a rapport with participating RIAs and understand the breadth and nuance of these firms offerings.
• Ability to thoughtfully speak about different wealth planning and investment strategies and screen client assets while engaging in goal planning discussions.
• Strong candidates will also learn to leverage our team of BNY/Pershing specialists, your knowledge of the markets, and your ability to inspire action to help the prospect progress toward achieving their goals and meeting with an RIA.
• An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results
• Passion for community engagement to share and engage prospects in discussion about their personal situation in order to match with an RIA
• Build out and ongoing management of Relationship Mangers team, processes and performance, as needed.

SUCCESS FACTORS

Client Focused. Puts prospects, clients and partners at the heart of everything the organization does; for instance, this individual must understand the needs of prospects, clients and partners, create distinctive value, and build meaningful relationships.

Sales and Relationship Management Expertise.  Experience and proven success in an advisory role, including a relationship management and sales function.  Proven ability to develop a multi-pronged approach to a successful channel sales strategy with success in executing against it to achieve short and long-term business objectives.

Speed and Drive for Results.  Ensures that things are getting done at a rapid pace, evoking ownership and accountability.

Innovation. Encourages and identifies opportunity for change through collaboration.  Invests in new ideas, creates environments that encourage experimentation and is confident in sharing their new ideas.

FURTHER QUALIFICATIONS

Preferred experience/qualifications:

• Series 7, 65 (or 66) required prior to hire
• Relevant Insurance licenses must be obtained within 6 months of hire
• Minimum 12 years of financial service experience, to include complex planning and sophisticated produ