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BNY

Senior Vice President, Client Executive - BNY Investments

Posted One Month Ago
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In-Office
San Francisco, CA, USA
Senior level
In-Office
San Francisco, CA, USA
Senior level
Manage a portfolio of large institutional clients, drive new business and revenue growth, provide strategic advisory, structure and negotiate cross-product deals, lead sales lifecycle and CRM/account planning, and collaborate internally and externally to enhance firm visibility.
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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.
About Us

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. About the Team

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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