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BNY

Safeguards and moves assets for investors

Vice President, Client Engagement and Commercial Experiences

Business OperationsPosted on Nov 13
Full-timeNew York, NY, USA$69k - $170kIn-person

About the Job

Requirements

  • Five to eight years of experience.
  • A bachelor's degree in business or a related discipline, or equivalent work experience, is required.
  • Experience leading executive engagement, client hospitality, or relationship management programs.
  • A track record of delivering high-touch client experiences, leadership meetings, and strategic events.
  • Ability to build trusted partnerships with senior executives and support executive-to-executive client relationships.
  • Experience collaborating across commercial, marketing, communications, innovation, and service functions.
  • Skill in preparing executive-ready briefing materials, client intelligence, and interaction strategies.
  • Experience developing frameworks, playbooks, and standards that elevate client engagement practices.
  • Ability to identify and coordinate strategic touchpoints across the client relationship journey.
  • Experience turning engagement insights into actionable follow-up plans and stakeholder alignment.
  • Proficiency in measuring program impact through feedback, engagement data, and commercial results.
  • Strength in creating differentiated, client-focused experiences that deepen relationships and enable growth.

Responsibilities

  • Lead the firm's Unreasonable Hospitality program, defining and evolving how BNY builds a culture of differentiated, memorable, and client-centric experiences.
  • Support the firm's annual Commercial flagship event, Commercial Liftoff, which brings together top Commercial leaders across the bank to kick off the second half of each year.
  • Design and execute executive engagement programs, including Executive Sponsorship, Executive Committee client engagement, and strategic relationship initiatives.
  • Manage and enhance the Executive Sponsor Program, partnering with senior leaders to strengthen executive-to-executive relationships with priority clients.
  • Lead the planning and execution of client summits, C-suite engagements, and other high-impact client experiences.
  • Partner with Coverage, Marketing, Innovation, Client Service, and Communications teams to create new client engagement experiences that strengthen relationships and support commercial growth.
  • Develop executive briefing materials, relationship intelligence, and engagement strategies that prepare leaders for meaningful client interactions.
  • Support coverage teams in identifying, planning, and executing strategic client engagement opportunities across the relationship lifecycle.
  • Establish enterprise standards, playbooks, and best practices for executive engagement, hospitality, and client experience excellence.
  • Identify opportunities to leverage AI and design capabilities, in partnership with AI teams, to elevate the execution of executive engagement programs across the bank.
  • Capture insights, opportunities, and action items from executive engagements and ensure effective follow-through across stakeholders.
  • Define and monitor engagement effectiveness metrics, using client feedback and commercial outcomes to continuously enhance programs and experience.

Desired Qualifications

  • An MBA or other advanced degree.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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