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.
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 63
licenses 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