Senior Vice President, Client Executive

BNY

New York, NY

On-site

Who this role is best for

Best suited to seasoned professionals with financial services expertise working in client-facing roles.

Best fit for

Candidates with 7-10 years of experience in financial services, especially in securities finance or prime brokerage.
— “7-10 years of total work experience preferred. Financial services experience preferred with a particular focus on (Securities Finance, Repo, Liquidity Solutions, Clearance or Prime Brokerage)”
Individuals who have built expertise in client relationship management and can drive incremental revenue through strategic planning.
— “Manages overall relationship profitability and develops the strategic account plan for managing and growing existing client relationships with varying levels of complexity.”

Things to consider

May require local/regional licenses or certifications depending on the business needs.
— “Applicable local/regional licenses or certifications as required by the business.”
The role is based in New York, NY, and may involve in-person work arrangements.
— “This role is located in New York, NY.”

How to stand out

Highlight your ability to identify revenue growth opportunities in client accounts.
— “Identifies opportunities to evolve client business for incremental account revenue growth.”
Demonstrate your strategic planning and tracking skills for client relationships.
— “Develops, tracks and reports on relationship strategy/results for assigned client portfolio.”
Showcase your industry knowledge and proactive communication with clients.
— “Has developed expertise on industry trends, competitive landscape and client business environment, and proactively keeps clients informed.”

Pace · Fast PacedCollaboration · MediumAutonomy · HighDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

Client retention and growth
Strategic account planning

Typical background

Financial services experienceSales and relationship management

Skills & requirements

Required

Client Relationship ManagementConsultative SellingFinancial Services Knowledge

Preferred

Securities FinanceRepoPrime Brokerage

Stack & domain

Financial ServicesRelationship ManagementAccount ManagementConsultativeStrategic ThinkingFinanceBanking

About the role

Original posting from BNY

We’re seeking a future team member for the role of Senior Vice President, Client Executive to join our Clearance and Collateral Management team. This role is located in New York, NY.
In this role, you’ll make an impact in the following ways:
Serves in a consultative role to the client, advising client leadership on the best way to achieve short- and long-term objectives.
Identifies opportunities to evolve client business for incremental account revenue growth.
Manages overall relationship profitability and develops the strategic account plan for managing and growing existing client relationships with varying levels of complexity.
Promotes firm services/product offerings that solve client challenges and achieve account revenue growth.
Has developed expertise on industry trends, competitive landscape and client business environment, and proactively keeps clients informed.
Continually evaluates client needs and ensures sustained client engagement.
Develops, tracks and reports on relationship strategy/results for assigned client portfolio.
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 preferred with a particular focus on (Securities Finance, Repo, Liquidity Solutions, Clearance or Prime Brokerage), as is prior experience in Relationship Management, Client Services or Account Management.
Applicable local/regional licenses or certifications as required by the business.
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.

Source: BNY careers