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职位BNY Mellon

Vice President, Client Coverage

BNY Mellon

Vice President, Client Coverage

BNY Mellon

Lake Mary, FL, United States

·

On-site

·

Full-time

·

4w ago

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 #Life AtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Vice President – Client Coverage to join our Global Payments & Trade, Sales & Client Coverage team. This role is located in Lake Mary, FL.

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 sales preferred.

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.

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关于BNY Mellon

BNY Mellon

BNY Mellon is a global investment company and one of the world's oldest banks, providing investment management and investment services to institutions, corporations and high-net-worth individuals. The company serves as a custodian for assets and provides treasury services, fund administration and other financial services.

10,001+

员工数

New York City

总部位置

$40B

企业估值

评价

4.0

31条评价

工作生活平衡

3.4

薪酬

4.8

企业文化

3.9

职业发展

4.1

管理层

3.5

78%

推荐给朋友

优点

Prestigious brand and networking opportunities

Excellent compensation and bonus structure

Exposure to complex financial systems

缺点

Work-life balance can be difficult

Legacy technology in some areas

High-pressure environment with strict deadlines

薪资范围

28个数据点

Junior/L3

L2

L3

L4

L5

L6

Mid/L4

Senior/L5

Junior/L3 · Associate Client Reporting Performance I

1份报告

$70,635

年薪总额

基本工资

$61,422

股票

-

奖金

-

$70,635

$70,635

面试经验

8次面试

难度

3.0

/ 5

时长

21-35周

体验

正面 0%

中性 75%

负面 25%

面试流程

1

Application Review

2

Online Assessment/Technical Screen

3

HR/Recruiter Screen

4

Technical Interview

5

Behavioral Interview

6

Final Round/Superday

常见问题

Technical Knowledge

Coding/Algorithm

Behavioral/STAR

Past Experience

Culture Fit