BNY Mellon Senior Relationship Manager II - Mellon Capital Management - (Boston or San Francisco) in Boston, Massachusetts

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:

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.


The Senior Relationship Manager (SRM) will coordinate relationship management activities to existing large, high revenue, complex institutional clients. The SRM will work closely with the assigned client service representative and various internal departments to meet client requirements. The position will also be responsible for promoting cross-sales. The SRM will meet frequently with the client to discuss needs, strategic plans, challenges, investment strategy, and market developments. The SRM will also work with the relationship managers (RMs) to handle any complex problems and to coordinate cross-sales of active or complex new business opportunities.


BS/BA required, MBA desired. CFA/CAIA strongly preferred. Has ten or more years of portfolio management, sales, marketing, or relationship management experience at systematic institutional multi-asset firms. Previous experience working with complex, high profile clients. Proven ability to cross sale additional strategies to existing client base. Possesses excellent communication skills and has in-depth knowledge of the company's investment disciplines and services. Works with considerable autonomy for managing client base. Will require the appropriate NASD and NFA licenses.


  • BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.

Minorities/Females/Individuals With Disabilities/Protected Veterans.*

  • Primary Location:* United States-Massachusetts-Boston

  • Internal Jobcode:* 15480

  • Job:* Asset Management

  • Organization:* Mellon Capital Management-HR06141

  • Requisition Number:* 1606225

Category: Asset Management