Senior Vice President, Client Executive

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. This role is located in Berwyn, PA.

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

• Independently oversees a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business.
• Clients/prospects are large and complex institutions, requiring depth of knowledge in a niche segment or significant breadth of knowledge across numerous products/services offered by the firm.
• May serve in a consultative role to clients/prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through a solutions-oriented approach to delivering the firm's full capabilities.
• Commercially focused on optimizing the client relationship in order to grow revenue.
• Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision.
• Proactively identifies potential leads from within existing client accounts or as a results of industry research, prospecting.
• Incumbents are highly experienced in independently developing leads and initiating contact with prospects.
• Client and prospect contacts are focused on key, senior level decision makers and influencers within an organization.
• Delivers 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 solutions orientation.
• May require ideating bundled cross-product offerings customized to the client's specific needs.
• Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite.
• Shares with product partners new or emerging markets for the firm to enter where appropriate.
• Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured.
• Manages the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship.
• Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development.
• Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms.
• 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.
• Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines).
• Manages full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.
   

To be successful in this role, we’re seeking the following:  

• Bachelor's degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 7-10 years of total work experience preferred.
• Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role,
• Sales Support, Global Capital Markets or Product Management.
• Applicable local/regional licenses or certifications as required by the business.
• A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
• As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
   

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.