What are the responsibilities and job description for the Senior Vice President, Client Executive - BNY Investments position at BNY?
BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.
We’re seeking a future team member for the role of Senior Vice President, Client Executive to join the BNY Investments team. This role can be located in Boston, New York, San Francisco or Pittsburgh.
In this role, you’ll make an impact in the following ways:
- Relationship Management/Business Development: Independently manage a portfolio of large, complex institutional clients and prospects, driving revenue growth through deepening relationships with cross-selling new business to these clients. New business generation by bringing new clients to the firm is a significant responsibility of this role.
- Strategic Advisory: Act as a consultative partner to senior client leadership, aligning firm capabilities with client strategic goals using a solutions-oriented approach.
- Commercial Execution: Structure and negotiate deals that balance client needs with the firm’s commercial objectives and risk appetite, including cross-product solutions.
- Sales Lifecycle Management: Lead the sales lifecycle, ensuring accurate CRM data, proactive account planning, and continuous client feedback for product and service enhancement.
- Internal & External Collaboration: Partner across internal teams and represent the firm externally at industry events, contributing thought leadership and enhancing market visibility.
To be successful in this role, we’re seeking the following:
- Education: Bachelor’s degree required; advanced/graduate degree preferred.
- Industry Experience: 7–10 years in financial services, ideally with exposure to several institutional client types and maintaining roles in relationship management, client service or sales.
- Client-Facing Expertise: Demonstrated success in independently managing senior-level client relationships, generating new client relationships, and delivering tailored solutions in a commercially oriented revenue-focused environment.
- Market & Product Knowledge: Strong understanding of the competitive landscape, industry drivers, and firm offerings; intellectual curiosity about emerging products and markets.
- Global & Cultural Awareness: Capabilities and sensitivity to regional/cultural nuances are advantageous for building trust and navigating global client relationships.
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