Senior Vice President, Private Banking at BNY

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jul, 26

Salary

0.0

Posted On

21 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private banking, Wealth management, Relationship management, Strategic planning, Credit analysis, Underwriting, Client acquisition, Risk management, Financial services, Business development, Consultative advisory, Portfolio management, KYC compliance, Lending products

Industry

Financial Services

Description

We’re seeking a future team member for the role of Senior Vice President, Private Banking to join our Wealth Management team. This role is located in San Francisco, CA. In this role, you’ll make an impact in the following ways: * 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. * The incumbent will have specialized knowledge/proficiency in the most complex lending products/specialties. This position is intended for experienced private bankers with a proven track record of successful business production. * 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 and to proactively inform clients of industry developments or firm thought leadership. Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) To be successful in this role, we’re seeking the following: * 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. 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, 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. At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html] & BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all] 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. BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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Responsibilities

The Senior Vice President will independently develop and implement strategic plans to manage and grow client banking relationships while focusing on revenue growth and retention. They will also serve as a consultative advisor to clients, ensuring their strategic objectives are met while collaborating with internal teams to broaden relationships.