Talent.com
BNY
Vice President, Cross-Functional Client Coverage and Business DevelopmentBNY • Lake Mary, FL, United States
No longer accepting applications
Vice President, Cross-Functional Client Coverage and Business Development

Vice President, Cross-Functional Client Coverage and Business Development

BNY • Lake Mary, FL, United States
30+ days ago
Job type
  • Full-time
Job description

We’re seeking a future team member for the role of Vice President, Cross-Functional Client Coverage and Business Development to join our Corporate Trust Client Practice team. This role is located in Pittsburgh, PA or Lake Mary, FL.

In this role, you’ll make an impact in the following ways:

Revenue-Generating (RG) Responsibilities:

  • 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.


To be successful in this role, we’re seeking the following:

  • Bachelor’s degree is preferred
  • 3-8 years of experience required

Skills and Competencies:

  • 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

Performance Metrics:

  • Operational Effectiveness: Cycle-time reduction from bid to onboarding, handoff quality, adherence to governance routines, Enterprise CRM (ECRM) hygiene scores.

Role Interfaces:

  • Internal: Platforms/practices/hubs leadership, product owners, sales/coverage teams, operations, technology, finance, legal/risk/compliance, marketing, Client Responsible Officer (KYC).
  • External: Municipal issuers, small corporations, and relevant market participants to advance bidding opportunities and relationship growth.

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.

Create a job alert for this search

Vice President, Cross-Functional Client Coverage and Business Development • Lake Mary, FL, United States

Similar jobs

Vice President, Client Success

BNYLake Mary, FL, United States
Full-time

Vice President, Client Success.We're seeking a future team member for the role of Vice President, Client Success to join our Wealth Services Platform team.This role is located in Lake Mary, FL.This... Show more

 • Promoted

Vice President, Client Operations

BNYLake Mary, FL, United States
Full-time

Vice President, Client Operations.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 th... Show more

 • Promoted

Business Development

Core TitleOrlando, FL, United States
Full-time

Title Insurance Sales Representative.CORE is currently seeking a hardworking and experienced Title Insurance Sales Representative.Join one of Orlando's fastest growing title companies and most succ... Show more

 • Promoted

Senior Vice President of Business Development - Multifamily Construction

Mountain Management GroupOrlando, FL, United States
Full-time

Senior Vice President Of Business Development.Multi-Family Construction/Development Group currently seeking a Senior Vice President of Business Development.Responsibilities include, but are not lim... Show more

 • Promoted

Advisory Director Client Relationship Executive - IT Outsourcing

Grant Thornton LLPOrlando, FL, United States
Full-time

Advisory Director Client Relationship Executive.Grant Thornton is seeking an Advisory Director Client Relationship Executive within our Outsourcing solution to join the team.Approved office locatio... Show more

 • Promoted

Vice President, Client Implementations Manager

BNYLake Mary, FL, United States
Full-time

Vice President, Client Implementations Manager.We're seeking a future team member for the role of Vice President, Client Implementations Manager to join our Client Activation Team.This role will be... Show more

 • Promoted

Vice President, Auditor, Markets and Wealth Services

BNYLake Mary, FL, United States
Full-time

Vice President, Auditor, Markets And Wealth Services.At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company... Show more

 • Promoted

Senior Vice President, Credit Risk

BNYLake Mary, FL, United States
Full-time

Senior Vice President, Credit Risk.Pershing, LLC seeks Senior Vice President, Credit Risk in Lake Mary, FL, to coordinate risk management efforts for the assigned credit risk focus, such as Credit ... Show more

 • Promoted

Business Development Executive

The Closing Agent, Inc.Orlando, FL, United States
Full-time

Business Development Executive.For more than 35 years, The Closing Agent has been one of Central Florida's most trusted title and settlement companies.We help buyers, sellers, Realtors, lenders, bu... Show more

 • Promoted

Vice President, Client Service Management - Pipeline

BNYLake Mary, FL, United States
Full-time

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 infl... Show more

 • Promoted

Senior Vice President, Client Service Executive Manager - Pipeline

BNYLake Mary, FL, United States
Full-time

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 infl... Show more

 • Promoted

Vice President, Client Enablement

BNYLake Mary, FL, United States
Full-time

Vice President, Client Enablement.We're seeking a future team member for the role of Vice President, Client Enablement to join our Wealth Services Platform team.This role is located in Lake Mary, F... Show more

 • Promoted

Vice President, Client Service Management

BNYLake Mary, FL, United States
Full-time

Vice President, Client Service.We're seeking a future team member for the role of Vice President, Client Service to join our Client Services team.This role requires fluency in Spanish and/or Portug... Show more

 • Promoted

Vice President of Business Development Home Health

Enhabit Home Health & HospiceOrlando, FL, United States
Full-time

Enhabit Home Health & Hospice Opportunity.Looking for a career that makes a difference every day? Discover a rewarding career at Enhabit Home Health & Hospice, one of the nation's largest home-base... Show more

 • Promoted

Senior Vice President, Markets Compliance

BNYLake Mary, FL, United States
Full-time

Senior Vice President, Markets Compliance.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 hea... Show more

 • Promoted

Vice President, Client Processing Manager

BNYLake Mary, FL, United States
Full-time

Vice President, Client Processing Manager.The Vice President, Client Processing Manager will be responsible for handling complex LC structuring and managing the LC life cycle for high-priority trad... Show more

 • Promoted

Senior Vice President, Client Enablement

BNYLake Mary, FL, United States
Full-time

Senior Vice President, Client Enablement.We're seeking a future team member for the role of Senior Vice President, Client Enablement to join our Client Services Group (Pershing).This role is locate... Show more

 • Promoted

Senior Vice President, Client Service Executive - Pipeline

BNYLake Mary, FL, United States
Full-time

Senior Vice President, Client Service.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 o... Show more

 • Promoted

Regional Vice President

Baker RoofingOrlando, FL, United States
Full-time

The Regional Vice President (RVP) is responsible for developing and executing the overall strategy of the business within an assigned region, overseeing and optimizing the performance of company de... Show more

 • Promoted

Vice President, Fund Reporting

BNYLake Mary, FL, United States
Full-time

Vice President, Fund Reporting.We're seeking a future team member for the role of Vice President, Fund Reporting to join our Financial Reporting team.This role is located in Lake Mary, Florida and ... Show more