Vice President, Client Coverage
Socket.dev
We’re seeking a future team member for the role of Vice President, Client Coverage to join our Wealth Management team. This role is located in Seattle, WA . In this role, you’ll make an impact in the following ways: Develop and manage strong relationships with key clients by understanding their needs and applying financial services expertise. Partner with internal teams to deliver tailored service and solutions that support client satisfaction and retention. Identify business development and cross-sell opportunities by staying current on market trends and client requirements. Serve as a primary point of contact for client inquiries and issues, resolving them promptly and effectively. Prepare and present client reports and performance analyses with recommendations to improve service delivery. Ensure compliance with company policies and industry regulations by following best practices and maintaining current knowledge. To be successful in this role, we’re seeking the following: Bachelor’s degree preferred. 3-8 years of relevant experience. Strong client relationship management skills with the ability to build trust and credibility. Excellent communication and presentation skills to effectively convey information to clients and stakeholders. Analytical skills to assess client needs and market opportunities and support informed decision‑making. 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. 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. #J-18808-Ljbffr Socket.dev
- ...We’re seeking a future team member for the role of Vice President, Client Coverage to join our Wealth Management team. This role is located in Seattle, WA . In this role, you’ll make an impact in the following ways: ~ Develop and manage strong relationships with...SuggestedFull timeWorldwide
- BNY is seeking a Vice President, Client Coverage to join our Wealth Management team in Seattle, WA. You will cultivate strong client relationships, partner with internal teams to deliver tailored solutions, and identify growth opportunities to enhance satisfaction and retention...Suggested
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Suggested
- Lido Advisors is seeking a Vice President, Client Relationship Manager to provide top-tier wealth management services to its clients in Bellevue, WA. You will work closely with the Senior Wealth Manager, supporting an existing client book, and delivering comprehensive...Suggested
- ...Employee Benefits Account Manager for our Washington office to serve the Pacific Northwest. Account Managers act as primary client contacts, develop coverage strategies, and collaborate with cross-functional teams to ensure client needs are met. This role emphasizes client...SuggestedWork at office
$250k
...collective objectives of the sales team Ensure the quality of client contracts and their compliance with standard Terms & Conditions... ...while keeping costs low. This includes health and dental coverage, paid time off and 5 sick days for rest and renewal. You can also...Contract work$232k - $297k
...Services! We are currently looking for a Vice President of Human Resources with a passion for... ...60 years, we have proudly serviced our clients with professionalism and empathy. We... ...spending Dental Vision Additional coverage after 60 days: Life AD&D...Full timeLocal areaFlexible hours- All Jobs > Vice President, Client Relationship Manager Vice President, Client Relationship Manager Bellevue, WA (Hybrid) Description The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients...Local areaFlexible hours
$50k
...Vice President Of Human ResourcesWe're hiring a Vice President of Human Resource reporting directly... ...communicate with employees and clients, and the employee must be able to exchange... ...DOH35% Medical and 30% Dental + Vision coverage for eligible dependents401(k)...Full timeTemporary work$150.6k - $223.6k
...Opportunity WSP USA, Inc. is looking for a Vice President, Transportation Planning for our... .... Conduct needs analyses and client value surveys to align the planning discipline... ...'s career. These benefits include coverage related to medical, dental, vision, disability...Contract workFor subcontractorWork at officeLocal areaFlexible hours- ...repeatable tracks that resonate with distinct client audiences. As the Sales Engagement Marketing Vice President within Payments Marketing, you will be the marketing... ...people-management responsibilities based on coverage needs and team structure. Job...
- ...Vice President of Product Management About the Company Innovative provider of marketing... ...positioning branding channel design coverage design content marketing content... ...the needs of the business and its clients. Applicants for the VP of Product Management...
$90k - $200k
...diligence engagements for private equity, lender, and corporate clients Examining historical trends and discussing significant... ...through your U.S.-specific benefits, which include: Healthcare Coverage: Comprehensive medical, dental, and vision plans. Time Off...Full timeTemporary workWork experience placementWork at office- ...Vice President, Client Partner About the Company Ambitious provider of content marketing software & services Industry Marketing and Advertising Type Privately Held, Private Equity-backed Founded 2010 Employees 51-200 Categories Marketing...Freelance
$150.6k - $223.6k
...Vice President, Transportation Planning Seattle, WA Responsibilities Provide proactive and strategic... ...improved. Conduct needs analyses and client value surveys to align the planning... ...’s career. These benefits include coverage related to medical, dental, vision, disability...Contract workFor subcontractorWork at officeLocal area$140k - $200k
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients...Work at office- Optimal is hiring a Vice President, Public Affairs Sales to further solidify Optimal as the leader... .... Optimal works hard to provide our clients with innovative solutions based on the... ..., Dental, and Vision with Nationwide Coverage Flex Spending Plan Employee Assistance...Work from homeMonday to FridayAfternoon shift
- ...Vice President of Client Services, Life Sciences Staffing About the Company Life sciences staffing firm serving biotech, pharma, and medical device companies. Industry Staffing and Recruiting Type Privately Held About the Role The Company is in...
$175k - $225k
...relationships and creating lasting value for our clients. We specialize in delivering advisory... ..., Cloud, and Delivery Leadership. The Vice President of Sales is a senior sales leader... ...insurance (spousal and dependent coverage), 401k with company matching, paid certifications...Local area- ...leading financial institutions? Join us as a Vice President to drive impactful public policy... ...meaningful outcomes for our business, our clients, and the communities we serve. Job... ...benefits include comprehensive health care coverage, on-site health and wellness centers, a...
$135k - $170k
...develop, and run campaigns that help our clients seize opportunities and solve their... ...break new ground. Our team is seeking a Vice President, Communications to join our Strategic Communications... ...from Precision Healthcare coverage - medical, dental, and vision with 90%...Work at officeRemote workFlexible hoursShift work$147k - $188k
...and nonprofit sectors, we partner with clients undergoing transformation, helping them... ...the stakes are high. We are seeking a Vice President, Issues + Crisis to join our Corporate... ...including medical, dental, and vision coverage Pretax accounts including HSA (company...Temporary workSummer workWork at officeRemote workHome officeNight shift3 days per week$3,000 per month
...with the VP of Home Management to align move-ins, turnovers, and client relations across the District, ensuring that operational... ...Complex Systems & Field Operations Emergency Protocols & 24-Hour Coverage: Oversight of emergency protocols, ensuring 24-hour coverage for...Hourly payFor contractorsWork at officeLocal areaRemote workDay shift$184k - $260k
...energy, water, environment, and power sectors. We provide our clients with the full range of strategic planning, organizational development... ...throughout the employee’s career. These benefits include coverage related to medical, dental, vision, disability, and life; retirement...Local areaImmediate startRemote workFlexible hours- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through... ...clients with Wealth Management. As a Vice President, Private Wealth Planner in the Wealth... ...include comprehensive health care coverage, on‑site health and wellness centers, a...Work at office
- Beacon Global Strategies is seeking a Vice President to lead a substantial client portfolio, acting as the primary relationship owner and connecting clients with the right experts to deliver actionable insights. You will navigate the U.S. economic security framework across...
$170k - $250k
...confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan...Temporary workWork experience placementLocal area- ...Managing Director, Tax Investor Coverage About the Company Innovative capital markets technology (FinTech) company Industry... ...candidate will be responsible for developing and managing long-term client relationships with tax and finance leaders at large...Remote work
- ...Vice President, Executive Search & Business Development About the Company Nationally recognized executive search firm Industry... ...successful candidate will serve as the primary strategic partner to clients, managing a full book of concurrent searches with a high...
- ...nYouth Eastside Services (YES) seeks an experienced nonprofit Vice President of Finance & Operations with a commitment to develop and... ...Maintains property and casualty insurance, malpractice and liability coverage.\nOperational Systems: Strengthens organization’s operational...Minimum wageFull timeContract workTemporary workInterim roleWork at officeLocal areaImmediate startRemote work
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