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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. We're seeking a future team member for the role of Senior Vice President, Client Executive. This role is located in Berwyn, PA. In this role, you'll make an impact in the following ways:
- Independently oversees a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business.
- Clients/prospects are large and complex institutions, requiring depth of knowledge in a niche segment or significant breadth of knowledge across numerous products/services offered by the firm.
- May serve in a consultative role to clients/prospects, advising top leadership on the best way to achieve their short- and long- term strategic objectives through a solutions-oriented approach to delivering the firm's full capabilities.
- Commercially focused on optimizing the client relationship in order to grow revenue.
- Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision.
- Proactively identifies potential leads from within existing client accounts or as a results of industry research, prospecting.
- Incumbents are highly experienced in independently developing leads and initiating contact with prospects.
- Client and prospect contacts are focused on key, senior level decision makers and influencers within an organization.
- Delivers the full value of the firm by leveraging the deep knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation.
- May require ideating bundled cross-product offerings customized to the client's specific needs.
- Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite.
- Shares with product partners new or emerging markets for the firm to enter where appropriate.
- Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured.
- Manages the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship.
- Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development.
- Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms.
- Foster cross-collaboration internally and connect-the-dots across the firm.
- Remain intellectually curious about products within the firm to keep informed and up to date on all firm offerings.
- Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines).
- Manages full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.
To be successful in this role, we're seeking the following:
- Bachelor's degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- 7-10 years of total work experience preferred.
- Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role,
- Sales Support, Global Capital Markets or Product Management.
- Applicable local/regional licenses or certifications as required by the business.
- A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
- As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
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