Wealth Management VP: Strategic Client Coverage

Socket.dev; Seattle (WA); On-site; USD 180,000 - 260,000; Full time

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

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.