Live opening · Posted 6 days ago

Senior Specialist, Client Coverage

BNY Mellon · Newport Beach, CA, United States
Oracle
You are 6 days behind. JobBeeper subscribers saw this role while it was still new.

At a glance

The key details from the original listing.

Posted 6 days ago
CompanyBNY Mellon
LocationNewport Beach, CA, United States
SourceOracle
Listed6 days ago

Your early-applicant advantage

Live timing from JobBeeper.

Live data
0 min from Oracle publishing this role to us finding it
6 min median time from a role going live to a subscriber being told
6 hours subscribers had this role before this page existed
16,371 roles found in the last 24 hours — the newest are not on this site yet
Start your free trial →

About the role

Description supplied by the original job listing.

"Leads development of new business through a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business. Accomplishes success through research, the application of technical expertise, and broad based internal and client interactions. Oversees the maintenance of the tracking database. Consults with more experienced staff on client's/prospect's strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision. Assists in creating and maintaining divisional reports. May assist in creating client presentations. With guidance, delivers the full value of the firm by leveraging the knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation. May require ideating bundled cross-product offerings customized to the client's specific needs. Assist with evaluating and structuring deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite. Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured. Assists with the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship. Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development. Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms. Foster cross-collaboration internally and connect-the-dots across the firm. Remain intellectually curious about products within the firm to keep informed and up to date on all firm offerings. In support of more senior staff, responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines). Assists full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction. No direct reports. Modified based upon local regulations/requirements. Bachelor?s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 2-4 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management. Applicable local/regional licenses or certifications as required by the business. A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred. As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.;;"

Get JobBeeper Mobile App

Never miss a job opening! Get instant job alerts on your phone.

Subscribers see fresh openings within minutes. Download the JobBeeper App on Google Play to get real-time push notifications and apply before anyone else.

⚡ Instant Push Alerts 🎯 Tailored Filters 🚀 Direct Employer Links
GET IT ON Google Play

More openings worth a look

Recently tracked roles with full details and direct application links.

6 roles
Good roles move before most people even see them. Tell JobBeeper what you want and get fresh matches delivered in minutes.
Start your free trial →
⚡ Get fresh job alerts 📱 Get App