What are the responsibilities and job description for the Vice President II – Client Coverage position at BNY Mellon?
Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Vice President II – Client Coverage to join our Treasury Services, Sales & Client Coverage team. This role will cover a portfolio of existing and prospective clients in the Government Sector including Federal, State and Local entities.
This role is located in Pittsburgh, PA– HYBRID
In this role, you’ll make an impact in the following ways:
Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities to evolve client business for incremental account growth.
Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives.
Has developed core understanding of the business, its strategy and its products/services.
May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge. Is the clients advocate and may serve as the ultimate escalation point for client satisfaction.
Consult with clients on their strategic vision and how the firm can help them achieve that vision.
Promote firm services/product offerings that solve client challenges and achieve account growth.
Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings.
Continually evaluate client needs and ensure sustained client engagement.
Develop, track and report on relationship strategy/results for assigned client portfolio.
Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
Conduct service review meetings and assist in client training, sharing of market information/experience. May assist with prospecting new clients in a similar industry or segment of existing clients.
Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
No direct reports.
Provide guidance to less experienced Relationship Managers as needed.
Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
To be successful in this role, we’re seeking the following:
Bachelors degree or the equivalent combination of education and experience is required.
5-7 years of total work experience in Financial Services, Treasury Services, Payments, or Insurance sales Preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
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.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Vice President II – Client Coverage to join our Treasury Services, Sales & Client Coverage team. This role will cover a portfolio of existing and prospective clients in the Government Sector including Federal, State and Local entities.
This role is located in Pittsburgh, PA– HYBRID
In this role, you’ll make an impact in the following ways:
Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention. Identifies opportunities to evolve client business for incremental account growth.
Serves in a consultative role to the client, advising on the best way to achieve short- and long- term strategic objectives.
Has developed core understanding of the business, its strategy and its products/services.
May assist a more senior Relationship Manager on large or complex accounts to gain additional breadth/depth of knowledge. Is the clients advocate and may serve as the ultimate escalation point for client satisfaction.
Consult with clients on their strategic vision and how the firm can help them achieve that vision.
Promote firm services/product offerings that solve client challenges and achieve account growth.
Research client issues and bring to resolution. May be assigned as owner/expert of a particular process or product.
Conduct frequent and regular check-ins with assigned clients, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings.
Continually evaluate client needs and ensure sustained client engagement.
Develop, track and report on relationship strategy/results for assigned client portfolio.
Keep abreast of client account activity occurring throughout the firm and may serve as the ultimate escalation point for client satisfaction.
Conduct service review meetings and assist in client training, sharing of market information/experience. May assist with prospecting new clients in a similar industry or segment of existing clients.
Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)
No direct reports.
Provide guidance to less experienced Relationship Managers as needed.
Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
To be successful in this role, we’re seeking the following:
Bachelors degree or the equivalent combination of education and experience is required.
5-7 years of total work experience in Financial Services, Treasury Services, Payments, or Insurance sales Preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023
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.
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
EEO Statement:
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
