Senior Vice President, Client Executive
Job description
We’re seeking a future team member for the role of Senior Vice President, Client Executive to join our Corporate Trust Client Executive team. This role is located in New York, NY.
In this role, you’ll make an impact in the following ways:
Independently oversee a portfolio of existing Corporate and/or Municipal client relationships and prospect for new relationships, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business.
Collaborate with clients and prospects to identify the specific services that align with their funding and debt capital market objectives.
Offer solutions including Trustee, Collateral Agent, Administrative Agent, and Escrow services across a broad range of asset classes and funding vehicles, from Corporate and Municipal Standalone to ABS.
Proactively identify potential leads from within existing client accounts or as a result of industry research, prospecting.
Evaluate and structure deals (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite.
Partner closely with Product, Legal, and Risk to ensure efficient deal execution and high-quality client experience.
Support Segment Leads and SVPs on strategic initiatives, portfolio reviews, and coverage priorities; contribute to segment revenue and growth goals.
Operate within Agile methodologies and a hub-based model to cover US Corporates and Public Finance; accelerate your team learning curve, support Hub Leads, and master core tasks to deliver faster, high-impact outcomes.
Prepare and deliver client presentations, proposals, and RFP responses; lead negotiations and drive timely closure.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 7-15 years of total work experience preferred.
- Proven experience in financial services, specifically with fixed income products and debt capital markets.
- Preferred background in customer-facing roles such as Sales or Capital Markets to effectively engage clients and understand their needs.
- Experience in Corporate Trust, Sales or Capital Markets with a track record of engaging clients and translating needs into solutions.
- Demonstrated ability to evaluate prospects—analyzing market strategy, deal requirements, growth potential, and financials—to qualify and prioritize opportunities.
- Knowledge of the Corporate Trust or Debt Capital marketplace, competitive landscape, and key industry drivers in the relevant region.
- Proven pipeline discipline and execution mindset; comfortable with pricing, term structuring, and commercial trade-offs.
- Strong collaboration skills with Product, Legal, Risk, and Operations to drive efficient, compliant execution.
- Excellent communication, presentation, and negotiation skills; ability to influence senior stakeholders and clients.
- No direct reports, provide guidance to less experienced Client Coverage members as needed.
- Able to utilize Agile methodologies and a hub-based framework to serve US Corporates and the Public Finance sector. This approach enables accelerated learning through collaboration with Hub Leads, facilitating the efficient support and mastery of tasks to achieve faster, high-impact results.
- Dedicated to rapid learning and knowledge-sharing within a hub environment; ability to coach peers and standardize task mastery through playbooks.
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.