Vice President, Client Coverage

BNY • Lake Mary, FL

2d

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 Vice President – Client Coverage to join our Global Payments & Trade, Sales & Client Coverage team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:

Requirements

• Bachelors degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience in Financial Services, Treasury Services, Payments sales preferred.

Responsibilities

• Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities to evolve client business for incremental account growth.
• Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives.
• Has developed core understanding of the business, its strategy and its products/services.
• May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge. Is the clients advocate and may serve as the ultimate escalation point for client satisfaction.
• Consult with clients on their strategic vision and how the firm can help them achieve that vision.
• Promote firm services/product offerings that solve client challenges and achieve account growth.
• Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.
• Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring 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.
• Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
• Conduct service review meetings and assist in client training, sharing of market information/experience. May assist with prospecting new clients in a similar industry or segment of existing clients.
• Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
• No direct reports.
• Provide guidance to less experienced Relationship Managers as needed.
• Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.

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: Mid Level
• Number of Employees: 1-10 employees