We're seeking a future team member for the role of Vice President, Client Service Management (Account Manager) to join our Managed Account Solutions platform. This role is located in Berwyn, PA.
As a Vice President, Client Service Management (Account Manager), you serve as a strategic point of contact for assigned clients leveraging Archer product and services. In this role, you will help address client needs and develop and execute strategies that deliver an exceptional client experience across Managed Account Solutions.
You will be responsible for establishing and maintaining trusted, consultative business partnerships with client executive counterparts. Day-to-day responsibilities include responding to client inquiries, driving service delivery solutions, identifying risks, championing retention efforts, and supporting the expansion of the overall business footprint. Internally, you will influence stakeholders, resolve complex issues, and manage escalations across your Client Service Diamond.
A successful candidate will bring strong business acumen and represent both BNY and its clients with integrity, while promoting established best practices that drive strong outcomes for both. A successful candidate will benefit from a solid understanding of managed account structures and strategies designed to support tax optimization and tax-aware portfolio management across a complex book of clients.
In this role, you'll make an impact in the following ways:
To be successful in this role, we're seeking the following:
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.
| Location | Lake Mary, FL |
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