Hybrid Senior Vice President, Client Executive – Australia

at BNY

• Job title: Senior Vice President, Client Executive – Australia
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Sydney, Australia

About the role

• Senior Vice President, Client Executive for BNY's Data and Analytics team in Sydney. Managing client relationships and strategic objectives to foster growth and satisfaction.

Responsibilities

• Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention.
• Identifies opportunities to evolve client business for incremental account growth.
• Serves in a consultative role to the client, advising client top leadership (C-Suite) on the best way to achieve short- and long- term strategic objectives.
• Assigned clients are key to the business units achievement of its goals and objectives.
• Act as internal/external escalation point for portfolio of clients leveraging Data and Analytics solutions.
• Promotes firm services/product offerings that solve client challenges and achieve account growth.
• May evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
• 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.
• Provide clients with industry expertise sharing trends as well as current and potential impact on the client business model.
• Typically recommend product/service enhancements internally in order to fill underserved client interests and recommend product/services directly to the client.
• Develop, track and report on relationship strategy/results for assigned client portfolio.
• Contribute to the development of team/unit metrics, dashboards and roadmaps.
• Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
• Keep abreast of client account activity occurring throughout the firm and serve as the ultimate escalation point for client satisfaction.
• Work with clients to ensure awareness of product enhancements, new capabilities and maintaining regular adoption of the latest releases.
• Conduct service review meetings and assist in client training, sharing of market information/experience.
• May prospect new clients in a similar industry or segment of existing clients.
• Contribute to the development of overall RM strategies for the unit.
• May 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.
• Recommend areas for firm thought leadership efforts based on client feedback and may deliver thought leadership feedback both internally and externally to clients.
• Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.
• Assess risk levels for assigned clients and develop action plans for client retention.
• Own Data & Analytics client RAG updates using full knowledge of client relationship status.
• Engage in early stages of client lifecycle to share ownership of key implementation decisions; influence decisions with an eye towards long-term client success.
• Identify and align with broader BNY products and services to solve client’s business problems.
• Contribute to BNY Asset Servicing Strategic Account Plans as applicable.

Requirements

• 7 – 10 years in Relationship Management, Sales, Client Service, or Account Management in Financial Services industry with focus on investment managers and fund companies
• Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred
• Has developed significant expertise on industry trends, competitor services/offerings and client’s business environment.

Benefits

• 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.