The Centre Strategic Accounts Manager is primarily responsible for the delivery of the governance framework that supports the Management of BNYM's EMEA-led Global Strategic Accounts. This individual will also support delivery of a broad range of BNYM Centre-led sales distribution initiatives and the management of BNYM's relationship with several third-party Research Partners.
Key Responsibilities:
- To work in partnership with the Lead Account Executives (LAEs) to manage the account planning process and its successful implementation for the EMEA-led Global Strategic Accounts.
- Help define account strategy/objectives and co-ordination of the completion of the Account Plan Template with the LAEs and the Regional Account Management Teams
- Manage and track implementation of account plans, working with internal business partners to ensure accurate representation of financial data on current position and progress
- Support quarterly account update calls to review progress and update actions towards achieving account objectives
- Regularly track progress against the account plans, escalating any concerns to senior management and ensuring all opportunities identified are followed up.
- Work collaboratively with relationship teams- sales, product management and shared services - to accomplish revenue and operational goals.
- Support the LAE in delivery of the Senior Management Engagement Programme for EMEA led Global Strategic Accounts.
- Manage interaction/ updates/ information requests from Global Client Management (GCM) to drive benefit to IM and broader BNYM client relationship.
- Involvement in the quarterly collaboration meetings with GCM, focusing on understanding each client's wider business strategy and identifying how BNY Mellon IM can fit into that strategy.
- Liaise with Senior account stakeholders to agree agendas for the Senior Management Engagement Programme, preparation of meeting support materials and briefing senior management.
- Development of detailed senior management briefing memos to outline the current state of the relationship, meeting purpose and objectives ahead of each C-suite level engagement.
- Ensure debrief notes are prepared and circulated post Senior Engagement meetings and actions followed up.
- Support the Head of European Sales Operation s with the delivery and management of European sales distribution plans and key strategic initiatives
- Support the collation of materials for the biannual investment firm Distribution Partnership reviews
- Support the development and implementation of business strategies, plans and procedures
- Support sales plan execution between Sales and the wider business functions including Marketing, Commercial Analytics and Product Strategy
- Maintain day to day third party Research relationships for internal market share tracking and market insights
- Work with two key third party research providers and BNYM's Commercial analytics team to develop and maintain bespoke BNYM market share and insights tracking tools
- Act as a BAU point of contact (internally and externally) for the day-to-day management of the third-party relationships, dealing with queries and issues resolution.
- Support initiatives to optimise utilisation of the third-party market research tools to improve sales data management, sales processes, and actionable insights
- Proactively engage the with third party research providers, attending regular conferences to keep up to date on developments and market trends in the Cross-border Funds and sub-advisory markets .
Key skills: - Competency in planning and business administration
- Analytical and results driven
- Good communicator with ability to influence
- Good research and presentation skills
- Ability to collaborate effectively
- Keen to build industry and investment knowledge, including understanding of client business models
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.