Senior Vice President, Client Executive

BNY • Jersey City, NJ

2d • $126,000 - $228,000

About The Position

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Vice President, Client Executive to join our BNY Pershing Wealth Services Sales team. This role is located in San Francisco, CA.
In this role, you’ll make an impact in the following ways:

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• Must have substantial knowledge and experience in the RIA industry, including competitors’ offerings, service structure, and business development approach.
• 7-10 years of sales experience preferred focused on B2B sales/consulting experience in the Financial Services industry is required.
• Proven experience and ability to prospect new custody opportunities, including advisors turning independent from the wirehouse, independent broker dealer or trust company channels as well as fee-based independent investment advisors.
• Highly motivated team player that is organized, able to manage complex sales situations and execute annual production goals.
• 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.
• Series 7 and 63, or ability to obtain within 6 months.

Nice To Haves

• Advanced/graduate degree preferred.

Responsibilities

• Engage with Registered Investment Advisors, Wealth Managers, and wirehouse advisor teams in a consultative sales process to identify new custody opportunities.
• Align on strategic vision and use an in-depth understanding of the firm's solutions and value proposition to help in realizing vision, not limited to assisting with organizational structure, entity formation, business economics and appropriate technology solutions.
• Deliver the full value of the firm by leveraging the deep knowledge of the firm's product offerings and how they can best meet client needs with a solution orientation.
• Manage the entire sales process lifecycle beginning with forward-thinking planning and continuing with proper sales hygiene, including facilitating and coordinating related onboarding documentation, transition resource team, and asset realization.
• Proactively identify potential leads, by creating and executing business development strategies that generate new opportunities, as well as maintain and expand referral sources.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1-10 employees