Job Description

The Vice President, Private Banking plays an important role within BNY Wealth, supporting the delivery of tailored banking solutions for family office and ultra-high-net-worth clients. Working in close partnership with Private Bankers and key internal stakeholders, this role is responsible for helping drive the execution and ongoing management of lending and deposit relationships, while contributing to a seamless, high-touch client experience.

Aligned with BNY’s strategic pillars and principles, the Vice President brings a client-focused, collaborative, and solutions-oriented approach to relationship support and business execution. This individual will leverage private banking experience, sound judgment, and strong coordination skills to help advance client priorities, deepen relationships, and support the delivery of exceptional 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 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.

• Partner with Private Bankers to support the execution and ongoing management of lending and deposit relationships for family office and ultra-high-net-worth clients
• Help deliver tailored banking solutions by coordinating client needs, internal processes, and relationship priorities with accuracy and responsiveness
• Support business development and relationship growth efforts by helping ensure a seamless experience across onboarding, servicing, and execution activities
• Collaborate with cross-functional partners, including credit, risk, operations, treasury, legal, and compliance, to facilitate comprehensive service delivery aligned with client needs and BNY’s strategic goals
• Assist in the preparation, coordination, and tracking of materials related to lending and deposit opportunities, helping move client activity efficiently through internal processes
• Monitor relationship activity and maintain strong awareness of client priorities, outstanding items, and execution timelines to ensure continuity and high-quality support
• Identify opportunities to improve processes, enhance execution, and elevate the private banking client experience
• Ensure compliance with regulatory requirements and internal policies, maintaining high standards of integrity, accountability, and risk awareness
• Represent BNY’s values, strategic pillars, and principles in all interactions, fostering trust, professionalism, and strong internal and external partnerships

Education / Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field preferred
• FINRA  Series 7 and Series 63licenses required within the  first 6 months of employment

Experience

• Typically 5–8 years of experience in private banking, wealth management, or financial services
• Experience supporting or executing  lending and deposit solutions preferred
• Familiarity with the needs, complexity, and service expectations of  family office and  ultra-high-net-worth clients strongly preferred

Job Tags

Work at office, Worldwide

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