Senior Vice President, Client Executive

BNY; Chicago (IL); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision insurance

Generous paid time off

Job summary

BNY is seeking a seasoned Client Coverage professional in Chicago to oversee a portfolio of large institutional relationships and new prospects, driving revenue through deepening existing accounts and cultivating new business.

The role requires 7–10 years of experience in financial services, with a consultative mindset and ability to work across products. Bi-lingual capabilities are a plus, and the team collaborates closely with marketing, operations, compliance, and product partners.

Qualifications

• 7–10 years total work experience preferred.
• Financial services experience with hedge/pension or related products is a plus.
• Bi-lingual capabilities helpful for client trust.

Responsibilities

• Oversee a portfolio of existing client relationships and new prospects to drive revenue growth.
• Advise senior client leadership through a consultative, solutions-oriented approach.
• Identify and develop potential leads from existing accounts and industry research.
• Manage full lifecycle of the sales relationship including profitability and retention.
• Coordinate with marketing, legal, compliance and other teams to ensure risk management and compliance.

Skills

Client relationship mgmt

Sales strategy

Industry research

Education

Bachelor's degree or equivalent

Advanced/graduate degree preferred

Tools

CRM systems

Job description

Job Description

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. No direct reports, provide guidance to less experienced Client Coverage members as needed. Modified based upon local regulations/requirements. 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.

Job Description

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. No direct reports, provide guidance to less experienced Client Coverage members as needed. Modified based upon local regulations/requirements. 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.

About Us

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 is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

• BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
• We provide access to flexible global resources and tools for your life’s journey.
• Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
• BNY assesses market data to ensure a competitive compensation package for our employees.
• The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
• Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
• Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.
• Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents.
• Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered.
• Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
• If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.