Vice President, Client Coverage

Socket.dev

Seattle (WA)

On-site

USD 180,000 - 260,000

Full time

2 days ago
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Job summary

BNY is seeking a Vice President, Client Coverage to join our Wealth Management team in Seattle, WA. You will cultivate strong client relationships, partner with internal teams to deliver tailored solutions, and identify growth opportunities to enhance satisfaction and retention.

You will also prepare client reports, present analyses with recommendations, and ensure compliance with policies and regulations while navigating a fast paced, data-driven environment.

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 strong client relationships and understand client needs.
  • Partner with internal teams to deliver tailored service and solutions.
  • Identify business development and cross-sell opportunities by staying current on market trends.
  • Serve as primary point of contact for client inquiries and issues, resolving them promptly.
  • Prepare and present client reports and performance analyses with recommendations.
  • Ensure compliance with company policies and regulations.

Skills

Client relationships
Communication skills
Analytical skills

Education

Bachelor's degree

Job description

We’re seeking a future team member for the role of Vice President, Client Coverage to join our Wealth Management team. This role is located in Seattle, WA.

In this role, you’ll make an impact in the following ways:

  • 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.

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree preferred.
  • 3-8 years of relevant experience.
  • Strong client relationship management skills with the ability to build trust and credibility.
  • Excellent communication and presentation skills to effectively convey information to clients and stakeholders.
  • Analytical skills to assess client needs and market opportunities and support informed decision‑making.

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


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

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.

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