MANAGING DIRECTOR, CONSULTANT RELATIONS - NORTH AMERICAN INSTITUTIONAL
Kelly Wilson is responsible for the consultant relations coordination effort for North American Institutional. In this role, Kelly promotes a culture of open communication across BNY Mellon’s independent investment boutiques with a goal of maximizing our relationships with key consultants in the institutional marketplace. Kelly also acts as a central point of accountability for the overall consultant view of BNY Mellon Investment Management.
In addition, Kelly heads our Global Partnered Solutions (GPS) channel which is dedicated to leveraging the extensive client relationships of BNY Mellon Investment Servicing and Global Client Management to achieve strong levels of collaboration and commercial success. GPS develops strategically targeted programs, training, and campaigns to drive activity and revenue with Investment Management distribution via BNY Mellon’s Investment Servicing Partners.
Previously Kelly was a member of BNY Mellon Asset Management’s Strategic Client Group, covering our largest U.S. institutional clients, equipped with the full breadth and depth of the multi-boutique investment managers.
In 2009, Kelly joined BNY Mellon as a Client Executive in London covering investment banks and broker dealers. She began her career at Lehman Brothers and spent over seven years there in London and New York, where she held a number of positions including fixed income / structured credit sales, treasury, and investor relations.
Kelly graduated from Goizueta Business School at Emory University with a Bachelor of Business Administration and holds Series 7 and 63 licenses.