Senior Vice President, Client Strategist

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.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for the role of Senior Vice President, Client Strategist to join our Wealth Management team. The role is located in Riyadh, Saudi Arabia. This role is reporting into Head of Family Office Services in the US with a dotted line into location manager (Saudi Office CEO). 

In this role as a Client Strategist, you’ll make an impact in the following ways: 

• Selling the full suite of services to ultra-high net worth individuals and Single Family Offices primarily through face-to-face meetings and networking with various sources by way of direct prospecting, cultivation of external referral sources, and networking with key influencers in the region. 
• Growing the business by finding new clients whose wealth circumstances will be well served by BNY unique value proposition in wealth advisory and planning, including solutions that bridge business and personal goals, private banking, investment management, and trust administration. 
• Meeting assigned annual production goals and ranked against a peer group. Sales results will be based on client activity, ability to provide insightful solutions, and collaboration with internal partners.
• Closing sales and the transition of day-to-day management of the client to the designated Wealth Manager while continuing ongoing engagement with the client.  
• Winning new business, maintaining client relationships, and leveraging best practices of an efficient sales process, including preparation and post-calls with their team surrounding client discussions. 
• Engaging in marketing strategies, regional campaigns, hosting events in the community, and being active participants in local professional networks to build and maintain their business. The incumbent will seek opportunities to mentor and add value to other team members and their professional growth.

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

• 10 years of sales experience, relationship management experience, and/or demonstrated the ability to be a strong producer of sales records in the Wealth Management industry. 
• Experience working with ultra-high net worth individuals, clients with substantial investable assets and senior staff of Family Offices. 
• The ability to analyze complex financial situations to propose the appropriate services to the prospect and the prospect's advisors. 
• Undergraduate degree required. Additional certifications and advanced degree a plus. 

The successful candidate must have:

• Business level proficiency in Arabic 
• The CMA International Certificate in Wealth and Investment Management (CME-4A & 4B)

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• America’s Most Innovative Companies, Fortune, 2025
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Our Benefits and Rewards:

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. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.