Senior Vice President, Client Executive - Investments

BNY; New York (NY); On-site; USD 140,000 - 240,000; Full time

Job summary

BNY Mellon in New York seeks a Senior Vice President, Client Executive to lead strategic client partnerships within the BNY Investments team. You will manage large institutional relationships and drive revenue growth across asset classes from Boston, New York, San Francisco or Pittsburgh.

Ideal candidates have 7–10 years in financial services, a proven track record in client leadership, cross-selling, and delivering tailored, solution-driven outcomes in a revenue-focused environment.

Qualifications

• 7–10 years in financial services, with exposure to institutional client types and roles in relationship management, client service or sales.
• Demonstrated success in independently managing senior-level client relationships and delivering tailored solutions in a revenue-focused environment.
• Strong understanding of the competitive landscape, industry drivers, and firm offerings; curiosity about emerging products and markets.
• Global & cultural awareness beneficial for building trust across regional client relationships.

Responsibilities

• Independently manage a portfolio of large, complex institutional clients and prospects, driving revenue growth through deepening relationships and cross-selling new business.
• Act as a consultative partner to senior client leadership, aligning firm capabilities with client strategic goals.
• Structure and negotiate deals that balance client needs with the firm’s objectives and risk appetite, including cross-product solutions.
• Lead the sales lifecycle with accurate CRM data, proactive account planning, and ongoing client feedback for product and service improvement.
• Collaborate across internal teams and represent the firm at industry events to enhance market visibility.

Skills

Relationship Management

Business Development

Strategic Advisory

Cross-Selling

CRM Leadership

Tools

CRM

Job description

BNY Mellon in New York seeks a Senior Vice President, Client Executive to lead strategic client partnerships within the BNY Investments team. You will manage large institutional relationships and drive revenue growth across asset classes from Boston, New York, San Francisco or Pittsburgh.

Ideal candidates have 7–10 years in financial services, a proven track record in client leadership, cross-selling, and delivering tailored, solution-driven outcomes in a revenue-focused environment.