Vice President, Private Banking

BNY

Vice President of Private Banking at BNY Wealth, collaborating with Private Bankers for tailored banking solutions and exceptional service to ultra-high-net-worth clients. Managing lending and deposit relationships effectively.

Posted 7/17/2026full-timeSan Francisco • California • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in private banking and wealth management, with a strong focus on delivering tailored banking solutions and ensuring compliance with regulatory requirements. Proven ability to collaborate with cross-functional teams to enhance client experiences and support business development efforts.

Highest-signal resume keywords

Private Banking ExperienceLending Solutions ExecutionDeposit Solutions ExecutionFINRA Series 7 LicenseFINRA Series 63 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisClient Relationship ManagementProcess ImprovementRegulatory ComplianceRisk Awareness

Soft Skills

CollaborationCommunicationProblem-SolvingResponsivenessProfessionalism

Certifications & Qualifications

FINRA Series 7FINRA Series 63

Industry Keywords

Wealth ManagementFamily OfficeUltra-High-Net-Worth ClientsBusiness DevelopmentService Delivery

About the role

Key responsibilities & impact

Partner with Private Bankers to support the execution and ongoing management of lending and deposit relationships for family office and ultra-high-net-worth clients
Help deliver tailored banking solutions by coordinating client needs, internal processes, and relationship priorities with accuracy and responsiveness
Support business development and relationship growth efforts by helping ensure a seamless experience across onboarding, servicing, and execution activities
Collaborate with cross-functional partners, including credit, risk, operations, treasury, legal, and compliance, to facilitate comprehensive service delivery aligned with client needs and BNY’s strategic goals
Assist in the preparation, coordination, and tracking of materials related to lending and deposit opportunities, helping move client activity efficiently through internal processes
Monitor relationship activity and maintain strong awareness of client priorities, outstanding items, and execution timelines to ensure continuity and high-quality support
Identify opportunities to improve processes, enhance execution, and elevate the private banking client experience
Ensure compliance with regulatory requirements and internal policies, maintaining high standards of integrity, accountability, and risk awareness
Represent BNY’s values, strategic pillars, and principles in all interactions, fostering trust, professionalism, and strong internal and external partnerships

Requirements

What you’ll need

Bachelor’s degree in Finance, Business Administration, or a related field preferred
FINRA Series 7 and Series 63 licenses required within the first 6 months of employment
Typically 5–8 years of experience in private banking, wealth management, or financial services
Experience supporting or executing lending and deposit solutions preferred
Familiarity with the needs, complexity, and service expectations of family office and ultra-high-net-worth clients strongly preferred

Benefits

Comp & perks

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.