Vice President, Cross-Functional Client Coverage and Business Development

Posted 13 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Fintech • Financial Services
The Role
Lead revenue-generating bidding desk for Corporate Trust, creating playbooks, KPIs, and bid strategies for municipal and small corporate issuers. Own pipeline, pricing, win rates and margin; drive renewal and cross-sell motions. Ensure CRM hygiene, KYC support, and collaborate with risk, legal, operations, and product teams to enable compliant onboarding and high-quality service delivery.
Summary Generated by Built In

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.
About Us

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. About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

    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.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Skills Required

    • 3-8 years of relevant experience
    • Experience with trustee and paying agent services in Corporate Trust
    • Hands-on pipeline management, bid strategy, pricing, and revenue forecasting
    • Familiarity with opportunity management systems and Enterprise CRM (ECRM) hygiene
    • Experience managing KYC processes for client onboarding and periodic reviews
    • Bachelor's degree
    • Experience collaborating with risk, legal, operations, and service teams

    BNY Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

    • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
    • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
    • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

    BNY Insights

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    The Company
    HQ: New York, NY
    41,739 Employees

    What We Do

    We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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