Vice President, Client Coverage

BNY Mellon

Lake Mary, FL, United States
Base: $52,000 - $185,000; bonus/equity: commission...
On-site
Manage client portfolio
Consultative client advisory
Optimize client relationships
Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships

Job Summary

  • Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships.
  • Serve in a consultative role to clients/prospects, advising client leadership on the best way to achieve their short- and long-term strategic objectives through a solutions-oriented approach.
  • BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.

Matching Summary

Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships.

Salary

Base: $52,000 - $185,000; Bonus/Equity: commission earnings, discretionary bonuses, short and long-term incentive packages; Benefits: Not specified

Skills & Requirements

Must-have

  • Manage client portfolio
  • Consultative client advisory
  • Optimize client relationships
  • Structure deal terms
  • Deliver personalized service

Nice-to-have

  • Drive transformative solutions
  • Harness cutting-edge AI
  • Bold ideas meet advanced technology
  • Foster personal resilience

Key Requirements

  • Bachelor's degree or equivalent experience
  • 5+ years relevant work experience
  • FINRA Series 7 strongly preferred
  • Financial Services experience preferred
  • Customer-facing role experience

Work Rights

Not specified

Tailored Resume

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