Client Executive, Institutional Growth & Strategy

Socket.dev; New York (NY); On-site; USD 230,000 - 360,000; Full time

Benefits offered by this job

401(k) plan

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

Volunteer time off

Job summary

BNY Investments in the United States seeks a Senior Vice President, Client Executive to manage a portfolio of large institutional clients and drive revenue growth across multiple offices, including New York and Boston. The role requires deep relationship management and a consultative, strategic approach to client leadership.

You will structure and negotiate deals, guide cross-product solutions, and lead the sales lifecycle while collaborating across internal teams to enhance market presence and

Qualifications

• Education: Bachelor’s degree required; advanced/graduate degree preferred.
• 7–10 years in financial services with exposure to institutional client types and roles in relationship management, client service or sales.
• Client-facing expertise: success in independently managing senior-level client relationships, generating new client relationships, and delivering tailored solutions in a revenue-focused environment.
• Market & product knowledge: understanding of the competitive landscape, industry drivers, and firm offerings; curiosity about emerging products and markets.
• Global & cultural awareness: sensitivity to regional nuances for global client relationships.

Responsibilities

• Relationship Management/Business Development: Independently manage a portfolio of large, complex institutional clients and prospects, driving revenue growth through deepening relationships and cross-selling.
• Strategic Advisory: Act as a consultative partner to senior client leadership, aligning firm capabilities with client strategic goals.
• Commercial Execution: Structure and negotiate deals that balance client needs with the firm’s objectives and risk appetite, including cross-product solutions.
• Sales Lifecycle Management: Lead the sales lifecycle, ensure accurate CRM data, proactive account planning, and client feedback for product/service improvements.
• Internal & External Collaboration: Partner across internal teams and represent the firm externally at events, contributing thought leadership and market visibility.

Skills

Relationship Management

Business Development

Strategic Advisory

Commercial Negotiation

Sales Lifecycle Management

CRM

Cross-functional Collaboration

Education

Bachelor's degree

Graduate degree preferred

Job description

BNY Investments in the United States seeks a Senior Vice President, Client Executive to manage a portfolio of large institutional clients and drive revenue growth across multiple offices, including New York and Boston. The role requires deep relationship management and a consultative, strategic approach to client leadership.

You will structure and negotiate deals, guide cross-product solutions, and lead the sales lifecycle while collaborating across internal teams to enhance market presence and