Vice President, Client Coverage and Business Development

BNY

Vice President leading cross-functional client coverage and business development at BNY. Focused on revenue generation and strategic client relations in Corporate Trust.

Posted 7/14/2026full-timeLake Mary • Florida, Pennsylvania • 🇺🇸 United StatesLead💰 $69,000 - $143,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong commercial acumen with expertise in pipeline management, bid strategy, and revenue forecasting, while ensuring data discipline through rigorous Enterprise CRM hygiene and accurate reporting. Proficient in managing KYC processes to enhance client onboarding and relationship management within Corporate Trust.

Highest-signal resume keywords

Commercial AcumenPipeline ManagementBid StrategyKYC ManagementEnterprise CRM Hygiene

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue ForecastingOpportunity ManagementData ReportingClient Relationship ManagementPricing Strategy

Soft Skills

CollaborationAnalytical ThinkingStrategic Planning

Tools & Technologies

Enterprise CRM (ECRM)

Industry Keywords

Corporate TrustTrustee ServicesPaying Agent ServicesMunicipal IssuersBond Issuers

About the role

Key responsibilities & impact

Join a Corporate Trust Bidding Desk focused on direct revenue generation for basic service trustee and paying agent roles.
Assist with the establishment of playbooks, KPIs, training and quality controls to ensure disciplined execution of bidding on new deals.
Target and cover infrequent bond issuers; design outreach and bid strategies to position Corporate Trust competitively for episodic issuance.
Proactively monitor maturing bonds to retain and grow client relationships within Corporate Trust as issuers roll over existing debt or seek new bonds; implement renewal, rollover, and cross-sell motions.
Focus client coverage on municipal issuers and small corporations; tailor offerings and bid packages to segment needs and pricing dynamics.
Own a revenue target, track pipeline, win rates, pricing and contribution margin; course-correct with action plans to meet or exceed target.
Support Client Responsible Officer (KYC) activity, Enterprise CRM (ECRM) hygiene, and new business planning and analysis; ensure data integrity, disciplined opportunity management, and timely reporting to drive pipeline health and commercial outcomes.
Collaborate with risk, legal, operations, and service teams to ensure compliant bids, smooth onboarding, and high-quality service delivery post-win.

Requirements

What you’ll need

Bachelor’s degree is preferred
3-8 years of experience required
Commercial Acumen: Hands-on experience with pipeline management, bid strategy, pricing, and revenue forecasting; strong understanding of trustee/paying agent services with Corporate Trust.
Data Discipline: Familiarity with opportunity management system and rigorous Enterprise CRM (ECRM) hygiene; commitment to accurate reporting and analytics.
Know Your Customer: Experience in managing KYC processes for the onboarding of new clients and the periodic review of existing clients

Benefits

Comp & perks

Generous paid leaves, including paid volunteer time
Access to flexible global resources and tools for your life’s journey
Focus on your health
Foster your personal resilience
Reach your financial goals as a valued member of our team
Eligibility for an annual discretionary incentive award
Enroll in a 401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans