Senior Vice President, Client Service Executive
BNY
Office
Lake Mary, FL, United States
Full Time
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 and champions of inclusion, 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.
We’re seeking a future team member for the role of Senior Vice President, Client Service Executive to join our Client Services Group (Pershing). This role is located in Lake Mary, Florida USA.
In this role, you’ll make an impact in the following ways:
- Serve as a senior point of contact to Major clients on moderately complex service issues and assist in developing strategy to deliver world-class client service across products or platforms.
- Collaborate with clients and influence internal stakeholders to align client needs with BNY's commercial strategy.
- Proactively partner with Client Service Data, Insights & Analytics to improve service by identifying trends, themes, and opportunities.
- Ensure exceptional service meets client expectations across all products and services.
- Drive and manage end-to-end client service delivery model for Major clients; including participation in developing the strategy to align client needs and monitor client satisfaction.
- Work with Major clients to resolve moderately complex issues across products or platforms; manage issues/incidents (reactive) and act as the central point of contact with internal partners, as needed (Operations, Client Coverage, Product, and Technology).
- Monitor and ensure execution of service commitments and evolve the client service model in partnership with key counterparts (e.g., SLA evolution and changes).
- Leverage a deep understanding of clients' business to identify opportunities to make it easier for clients to engage with us and opportunities for continuous service improvement, including digital adoption to foster the overall culture.
- Foster client growth by identifying opportunities for their success—resulting in protecting revenue of existing clients and identifying opportunities to support Client Coverage via service-led sales.
- Drive outcomes through influence and act as the central point of contact across key business partners throughout the organization.
- Consult on and participate in client service activities related to sales support, including creation of RFPs and client visits.
- Attend conferences, seminars, and may have speaking engagements at industry events representing BNY.
- Modify activities based upon local regulations/requirements.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required; MBA preferred.
- 7-10 years of total work experience delivering world-class client service to Broker Dealers and licensed Advisors.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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.
Senior Vice President, Client Service Executive
Office
Lake Mary, FL, United States
Full Time
August 6, 2025