SVP, Client Executive

BNY; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Volunteer time off

Job summary

BNY Investments is seeking a Senior Vice President, Client Executive to join our team in the United States. This role focuses on managing large institutional client relationships, driving revenue growth through cross-selling, and acting as a strategic advisor to client leadership.

You will lead the sales lifecycle, ensure solid CRM data, and collaborate across internal teams to enhance market visibility while representing the firm at industry events.

Qualifications

• 7–10 years in financial services, with exposure to institutional client types.
• Experience in relationship management, client service or sales.
• Ability to independently manage senior-level client relationships and generate new business.

Responsibilities

• Manage a portfolio of large, complex institutional clients and prospects.
• Act as a consultative partner to senior client leadership.
• Structure and negotiate deals balancing client needs with firm objectives and risk.

Skills

Relationship management

Business development

Strategic advisory

CRM leadership

Sales lifecycle

Cross-functional collaboration

Industry knowledge

Education

Bachelor’s degree

Advanced/graduate degree preferred

Tools

Salesforce

CRM systems

Job description

BNY Investments is seeking a Senior Vice President, Client Executive to join our team in the United States. This role focuses on managing large institutional client relationships, driving revenue growth through cross-selling, and acting as a strategic advisor to client leadership.

You will lead the sales lifecycle, ensure solid CRM data, and collaborate across internal teams to enhance market visibility while representing the firm at industry events.