Senior Vice President, Client Executive - BNY Investments

BNY Mellon

$210K — $250K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; advanced/graduate degree preferred.
  • 7-10 years in financial services with experience in relationship management, client service, or sales.
  • Proven ability to independently manage senior-level client relationships and generate new business.
  • Strong understanding of market trends, industry dynamics, and firm offerings.
  • Cultural sensitivity and global awareness for managing diverse client relationships.

Responsibilities

  • Manage a portfolio of complex institutional clients and drive revenue growth.
  • Act as a consultative partner to align client needs with firm solutions.
  • Negotiate deals that meet client requirements while achieving commercial objectives.
  • Lead sales lifecycle management with accurate data and proactive planning.
  • Collaborate with internal teams and represent the firm at industry events.

Benefits

  • Access to flexible global resources and tools for personal journeys.
  • Generous paid leaves, including volunteer time off.
  • Focus on health and personal resilience initiatives.
  • Participation in a 401(k) plan and company-sponsored insurance plans for employees and dependents.
Full Job Description
Job Description

We're seeking a future team member for the role of Senior Vice President, Client Executive to join the BNY Investments team. This role can be located in Boston, New York, San Francisco or Pittsburgh.

In this role, you'll make an impact in the following ways:
  • Relationship Management/Business Development: Independently manage a portfolio of large, complex institutional clients and prospects, driving revenue growth through deepening relationships with cross-selling new business to these clients. New business generation by bringing new clients to the firm is a significant responsibility of this role.
  • Strategic Advisory: Act as a consultative partner to senior client leadership, aligning firm capabilities with client strategic goals using a solutions-oriented approach.
  • Commercial Execution: Structure and negotiate deals that balance client needs with the firm's commercial objectives and risk appetite, including cross-product solutions.
  • Sales Lifecycle Management: Lead the sales lifecycle, ensuring accurate CRM data, proactive account planning, and continuous client feedback for product and service enhancement.
  • Internal & External Collaboration: Partner across internal teams and represent the firm externally at industry events, contributing thought leadership and enhancing market visibility.

To be successful in this role, we're seeking the following:
  • Education: Bachelor's degree required; advanced/graduate degree preferred.
  • Industry Experience: 7-10 years in financial services, ideally with exposure to several institutional client types and maintaining roles in relationship management, client service or sales.
  • Client-Facing Expertise: Demonstrated success in independently managing senior-level client relationships, generating new client relationships, and delivering tailored solutions in a commercially oriented revenue-focused environment.
  • Market & Product Knowledge: Strong understanding of the competitive landscape, industry drivers, and firm offerings; intellectual curiosity about emerging products and markets.
  • Global & Cultural Awareness: Capabilities and sensitivity to regional/cultural nuances are advantageous for building trust and navigating global client relationships.


Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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