Vice President, Client Coverage

BNY Mellon • Jersey City, NJ

14h

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 Wealth Services Client Coverage team within BNY Pershing.
This role is located in Lake Mary, FL.

In this role, you’ll make an impact in the following ways:

Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank
Trust client relationships.
Serve in a consultative role to clients/prospects, advising client leadership
on the best way to achieve their short- and long-term strategic objectives
through a solutions-oriented approach.
Commercially focused on optimizing the client relationship to grow revenue.
Evaluate and structure deal (pricing, contract terms, etc) to determine
optimal terms for both client and the firm’s commercial objectives and risk
appetite.
Collaborate with internal teams to deliver personalized service and
solutions, ensuring client satisfaction and retention.
Ensure compliance with company policies and industry regulations by
maintaining up-to-date knowledge and implementing best practices.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 5 or more years of relevant work experience preferred.
• FINRA Series 7 strongly preferred.
• A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant regions.
• Financial Services experience with a particular client type or product preferred as is prior experience in a related customer-facing role.
• Excels at managing a full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.
• Highly motivated and responsible for the achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.

Responsibilities

• Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships.
• Serve in a consultative role to clients/prospects, advising client leadership on the best way to achieve their short- and long-term strategic objectives through a solutions-oriented approach.
• Commercially focused on optimizing the client relationship to grow revenue.
• Evaluate and structure deal (pricing, contract terms, etc) to determine optimal terms for both client and the firm’s commercial objectives and risk appetite.
• Collaborate with internal teams to deliver personalized service and solutions, ensuring client satisfaction and retention.
• Ensure compliance with company policies and industry regulations by maintaining up-to-date knowledge and implementing best practices.

What This Job Offers

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