Full-Time

Client Coverage Senior Specialist

Updated on 5/26/2026

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$59k - $125k/yr

+ Commission + Discretionary Bonus + Short and Long-Term Incentives

Boston, MA, USA

In Person

Category
Sales & Account Management (1)
Required Skills
Product Management
Risk Management
Marketing
Requirements
  • Bachelor’s degree or equivalent combination of education and experience
  • 2-4 years of relevant work experience, preferably in financial services with exposure to specific client types or products such as Hedge Funds or Pensions
  • Prior experience in customer-facing roles such as Sales Support, Global Capital Markets, or Product Management is preferred
  • Applicable local or regional licenses or certifications as required by the business
  • Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the region
Responsibilities
  • Lead development of new business through managing a portfolio of existing client relationships and cultivating new prospects, focusing on revenue growth by deepening and expanding relationships
  • Conduct research and apply technical expertise to understand client needs and deliver tailored solutions aligned with the firm’s value proposition
  • Oversee maintenance of the tracking database and ensure all client and deal information is accurate and up to date in eCRM and reporting platforms
  • Collaborate closely with internal teams including client service, operations, marketing, legal, and compliance to manage risk and ensure alignment with business development activities
Desired Qualifications
  • Advanced/graduate degree preferred
  • Prior experience in customer-facing roles such as Sales Support, Global Capital Markets, or Product Management is preferred
  • Bi-lingual capabilities and cultural awareness are a plus to build client trust in a global environment

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

Simplify Jobs

Simplify's Take

What believers are saying

  • Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
  • Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
  • Liontrust outsources trading to BNY's solutions across 100 global markets.

What critics are saying

  • BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
  • Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
  • Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.

What makes BNY unique

  • BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
  • BNY provides multi-generational family office services for complex holdings management.
  • BNY offers global custody and tailored lending for high-net-worth individuals.

Help us improve and share your feedback! Did you find this helpful?

Your Connections

People at BNY who can refer or advise you

Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.