Senior Vice President, Private Banking

BNY Mellon • San Francisco, CA

7h • Onsite

About The Position

We are seeking a Senior Vice President, Private Banking to join the Wealth Management team in San Francisco, CA. BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. The company leverages cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. BNY is recognized as a top destination for innovators, where bold ideas meet advanced technology and exceptional talent, powering the future of finance.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Successful completion of a formal credit training program or equivalent work experience required.
• Prior experience in Relationship Management, Client Services, or Account Management required.
• Applicable local/regional licenses (e.g., Series 7 and 63 licenses) or certifications as required by the business achieved in the first 12 months employment.

Nice To Haves

• advanced/graduate degree preferred.
• 7-10 years of relevant work experience preferred, including financial services experience with a particular client type or banking product and understanding of credit policies and underwriting procedures.

Responsibilities

• Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
• Serve in a consultative role to clients, advising on the best way to achieve short- and long-term strategic objectives and acting as the client’s advocate and escalation point for satisfaction.
• Collaborate with Line of Business colleagues to develop and broaden client relationships and contribute to the development of team/unit metrics, dashboards, and roadmaps.
• Prospect new clients in similar industries or segments, conduct service review meetings, and ensure client onboarding and risk management activities are conducted and captured.
• The incumbent will have specialized knowledge/proficiency in the most complex lending products/specialties. This position is intended for experienced private bankers with a proven track record of successful business production.
• Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction and strategic alignment with firm services/product offerings.
• Continually evaluate client needs and ensure sustained client engagement. Develop, track and report on relationship strategy/results for assigned client portfolio.
• Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)

Benefits

• highly competitive compensation
• benefits
• wellbeing programs
• flexible global resources and tools for your life’s journey
• Focus on your health
• foster your personal resilience
• reach your financial goals
• generous paid leaves, including paid volunteer time
• 401(k) plan
• Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents
• various paid time off benefits, such as vacation and sick time
• eligibility for an annual discretionary incentive award

What This Job Offers

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