VP, Client Coverage — Corporate Trust Growth Leader

BNY Mellon; Town of Florida (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

BNY is seeking a Vice President, Client Coverage to join our Corporate Trust Client Practice in the US (Pittsburgh, PA or Lake Mary, FL). In this role you will drive revenue through direct bidding activities and lead cross-functional deal execution.

You will own a revenue target, design bid strategies, monitor KPIs, and collaborate with risk, legal, operations, and sales teams to ensure compliant bids and successful onboarding.

Qualifications

• Bachelor’s degree is preferred.
• 3–8 years of experience required.

Responsibilities

• Join a Corporate Trust Bidding Desk focused on direct revenue generation for basic service trustee and paying agent roles.
• Assist with the establishment of playbooks, KPIs, training and quality controls to ensure disciplined execution of bidding on new deals.
• Target and cover infrequent bond issuers; design outreach and bid strategies to position Corporate Trust competitively for episodic issuance.
• Proactively monitor maturing bonds to retain and grow client relationships within Corporate Trust as issuers roll over existing debt or seek new bonds; implement renewal, rollover, and cross-sell motions.
• Focus client coverage on municipal issuers and small corporations; tailor offerings and bid packages to segment needs and pricing dynamics.
• Own a revenue target, track pipeline, win rates, pricing and contribution margin; course-correct with action plans to meet or exceed target.
• Support Client Responsible Officer (KYC) activity, Enterprise CRM (ECRM) hygiene, and new business planning and analysis; ensure data integrity, disciplined opportunity management, and timely reporting to drive pipeline health and commercial outcomes.
• Collaborate with risk, legal, operations, and service teams to ensure compliant bids, smooth onboarding, and high-quality service delivery post-win.

Skills

Pipeline management

Bid strategy

Pricing

Revenue forecasting

KYC processes

CRM hygiene

Education

Bachelor’s degree

Tools

Enterprise CRM (ECRM)

Job description

BNY is seeking a Vice President, Client Coverage to join our Corporate Trust Client Practice in the US (Pittsburgh, PA or Lake Mary, FL). In this role you will drive revenue through direct bidding activities and lead cross-functional deal execution.

You will own a revenue target, design bid strategies, monitor KPIs, and collaborate with risk, legal, operations, and sales teams to ensure compliant bids and successful onboarding.