Corporate Trust: Senior Vice President, Relationship Management jobs in United States
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BNY · 1 week ago

Corporate Trust: Senior Vice President, Relationship Management

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Senior Vice President of Relationship Management to develop strategic plans for managing and growing client relationships while ensuring client satisfaction and driving revenue growth.

Financial Services

Responsibilities

Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business
Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment
Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction
Promotes firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm
Develop, track, and report on relationship strategy/results for assigned client portfolio
Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams
Recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients
Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios

Qualification

Client Relationship ManagementStrategic PlanningAsset ManagementCLOs ExperienceCreditPrivate CreditConsultative SellingLeadership SkillsCommunication Skills

Required

Bachelor's degree or the equivalent combination
10-15 years of relevant work experience in CLOs, Credit and Private Credit
experience selling across the Asset Management segment

Preferred

advanced degree is highly preferred

Benefits

Highly competitive compensation
Benefits
Wellbeing programs
Flexible global resources and tools
Generous paid leaves
Paid volunteer time

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase