Senior Vice President, Private Banking

BNY

. Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.

Posted 4/21/2026full-timeSan Francisco • California • 🇺🇸 United StatesSenior💰 $104,000 - $222,000 per yearWebsite

About the role

Key responsibilities & impact

Independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention.
Serve in a consultative role to clients, advising on the best way to achieve short- and long-term strategic objectives and acting as the client’s advocate and escalation point for satisfaction.
Collaborate with Line of Business colleagues to develop and broaden client relationships and contribute to the development of team/unit metrics, dashboards, and roadmaps.
Prospect new clients in similar industries or segments, conduct service review meetings, and ensure client onboarding and risk management activities are conducted and captured.
Conduct frequent and regular check-ins with assigned clients, ensuring their 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.
Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed.

Requirements

What you’ll need

Bachelor’s degree or the equivalent combination of education and experience is required; advanced/graduate degree preferred.
Successful completion of a formal credit training program or equivalent work experience required.
7-10 years of relevant work experience preferred, including financial services experience with a particular client type or banking product and understanding of credit policies and underwriting procedures.
Prior experience in Relationship Management, Client Services, or Account Management required.
Applicable local/regional licenses (e.g., Series 7 and 63 licenses) or certifications as required by the business achieved in the first 12 months employment.

Benefits

Comp & perks

highly competitive compensation
benefits
wellbeing programs
flexible global resources
generous paid leaves
paid volunteer time

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit policiesunderwriting proceduresrelationship managementclient servicesaccount managementrevenue growthrisk managementstrategic planningclient onboardingmetrics development

Soft Skills

consultative roleclient advocacycollaborationcommunicationclient engagementsatisfaction managementstrategic alignmentproblem-solvingrelationship buildingevaluation

Certifications

Bachelor's degreeadvanced degreecredit training programSeries 7 licenseSeries 63 license