Senior Vice President, Client Executive - BNY Investments

BNY Mellon • New York, NY

7d • Remote

About The Position

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY. 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.

Requirements

• Bachelor’s degree required
• 7–10 years in financial services, ideally with exposure to several institutional client types and maintaining roles in relationship management, client service or sales.
• Demonstrated success in independently managing senior-level client relationships, generating new client relationships, and delivering tailored solutions in a commercially oriented revenue-focused environment.
• Strong understanding of the competitive landscape, industry drivers, and firm offerings; intellectual curiosity about emerging products and markets.

Nice To Haves

• advanced/graduate degree preferred
• Capabilities and sensitivity to regional/cultural nuances are advantageous for building trust and navigating global client relationships.

Responsibilities

• 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.
• Act as a consultative partner to senior client leadership, aligning firm capabilities with client strategic goals using a solutions-oriented approach.
• Structure and negotiate deals that balance client needs with the firm’s commercial objectives and risk appetite, including cross-product solutions.
• Lead the sales lifecycle, ensuring accurate CRM data, proactive account planning, and continuous client feedback for product and service enhancement.
• Partner across internal teams and represent the firm externally at industry events, contributing thought leadership and enhancing market visibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior