Client Coverage VP - Wealth Management

BNY Mellon; Seattle (WA); On-site; USD 180,000 - 260,000; Full time

Job summary

BNY Mellon in Seattle, WA seeks a Vice President, Client Coverage to join our Wealth Management team. You will develop and manage strong client relationships and deliver tailored service and solutions.

You will partner with internal teams, identify cross-sell opportunities, present client reports, and ensure compliance with policies and regulations while maintaining current market knowledge.

Qualifications

• Bachelor's degree preferred.
• 3–8 years of relevant experience.
• Strong client relationship management skills.
• Excellent communication and presentation skills.
• Analytical skills to assess client needs and market opportunities.

Responsibilities

• Develop and manage strong relationships with key clients by understanding their needs and applying financial services expertise.
• Partner with internal teams to deliver tailored service and solutions that support client satisfaction and retention.
• Identify business development and cross-sell opportunities by staying current on market trends and client requirements.
• Serve as a primary point of contact for client inquiries and issues, resolving them promptly and effectively.
• Prepare and present client reports and performance analyses with recommendations to improve service delivery.
• Ensure compliance with company policies and industry regulations by following best practices and maintaining current knowledge.

Skills

Client relationship management

Communication

Presentation skills

Analytical thinking

Market awareness

Education

Bachelor's degree

Job description

BNY Mellon in Seattle, WA seeks a Vice President, Client Coverage to join our Wealth Management team. You will develop and manage strong client relationships and deliver tailored service and solutions.

You will partner with internal teams, identify cross-sell opportunities, present client reports, and ensure compliance with policies and regulations while maintaining current market knowledge.