Vice President, Client Service Management

We’re seeking a future team member for the role of Vice President, Client Service Management (Account Manager) to join our Managed Account Solutions platform. This role is located in Berwyn, PA .

As a Vice President, Client Service Management (Account Manager), you serve as a strategic point of contact for assigned clients leveraging Archer product and services. In this role, you will help address client needs and develop and execute strategies that deliver an exceptional client experience across Managed Account Solutions.

You will be responsible for establishing and maintaining trusted, consultative business partnerships with client executive counterparts. Day-to-day responsibilities include responding to client inquiries, driving service delivery solutions, identifying risks, championing retention efforts, and supporting the expansion of the overall business footprint. Internally, you will influence stakeholders, resolve complex issues, and manage escalations across your Client Service Diamond.

A successful candidate will bring strong business acumen and represent both BNY and its clients with integrity, while promoting established best practices that drive strong outcomes for both. A successful candidate will benefit from a solid understanding of managed account structures and strategies designed to support tax optimization and tax-aware portfolio management across a complex book of clients.

In this role, you’ll make an impact in the following ways:

• Serve as the primary contact for assigned clients, delivering a high-quality client experience and overseeing day-to-day relationship management.
• Build and maintain strong client relationships, acting as a trusted advisor and advocate for client needs.
• Manage complex client issues and escalations, partnering with internal teams to drive timely and effective resolution.
• Develop and execute client service strategies that align with client goals and BNY’s commercial strategy to support retention, satisfaction, and growth.
• Lead client meetings, service reviews, and ongoing communications to provide updates on priorities, initiatives, and platform enhancements.
• Own and coordinate client initiatives across internal and external stakeholders to ensure successful delivery and alignment on key commitments.
• Develop a strong understanding of each client’s business to identify opportunities for improved service, adoption, and strategic growth; includes managing client master agreements and service inventories; supporting alignment on service levels, deliverables, and best practices.
• Partner across teams to identify trends and implement improvements that proactively enhance the client experience and strengthen service delivery.
• Support the development of client-facing materials, including performance reporting, service documentation, and other relationship management deliverables.
• Contribute to a collaborative team environment by sharing knowledge, supporting colleagues, and representing the organization in client and industry settings as needed.
• Help evolve the client service model, including service commitments, governance routines, and SLA enhancements.
  
  

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

• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field, or the equivalent combination of education and experience.
• Typically 8–10 years of relevant experience in client relationship/account management, client service, or a similar externally facing role required; broader industry experience strongly preferred.
• Experience managing complex client issues and coordinating resolution across cross-functional teams.
• Proven ability to build and maintain long-term client partnerships and partner with senior stakeholders; C-suite relationship exposure is a plus.
• Experience supporting strategic initiatives, projects of varying scale, service reviews, and continuous improvement efforts.
• Strong client relationship management and account management capabilities.
• Excellent problem-solving and issue-resolution skills.
• Strong verbal and written communication skills.
• Ability to influence stakeholders and coordinate across multifunctional teams.
• Strong organizational skills and follow-through with ability to prioritize multiple tasks and manage time effectively.
• Commercial awareness and strategic thinking.
• Ability to work both collaboratively and independently with minimal oversight.
• Expected travel: approximately 10% to 20%.
  
  

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.