Senior Associate, Private Banking Team Lead

Senior Associate, Private Banking Team Lead – Wealth Management

Located in Boston, MA, this role plays a pivotal part in the Private Banking team within BNY’s Wealth Management group. The Senior Associate will help secure and grow client relationships, support operational excellence, and drive business development initiatives in a technology‑enabled, client‑centric environment.

• Manage day‑to‑day client relationships, including onboarding new clients and handling inquiries and requests.
• Verify client documentation and facilitate new account openings, modifications, and loan requests.
• Execute and manage projects related to the business, and prepare Bankers for client calls and initiatives.
• Support audit responses and other business administrative needs.
• Assist in managing and growing existing client relationships with a focus on revenue retention and identifying opportunities for incremental account growth.
• Consult with clients to promote firm services and product offerings that address client challenges and support account growth.
• Research and resolve client issues, assist with servicing needs, and maintain the client database to ensure data integrity and quality assurance.
• Prepare and maintain divisional reports as needed and may serve as owner or expert of specific processes or products.
• Track sales activities, implement new compliance and operations procedures, and manage sensitive client issues.
• Participate in projects impacting client service delivery and liaise with other sales groups on banking, compliance, and client service matters.
• Conduct frequent check‑ins with assigned clients to ensure satisfaction and alignment facade firm services and products.
• Evaluate client needs continuously to maintain engagement and contribute to business development efforts.
• Collaborate closely with banking teams to execute relationship management strategies and serve as an escalation point for client satisfaction.
• Work with marketing, legal, compliance, and other teams to address client needs and proactively inform clients of industry developments and firm thought leadership.
• Ensure client onboarding and risk‑management activities (e.g., KYC, BAC) are completed and documented.
• Provide guidance to ಅಧಿಕ experienced team members; no direct reports.
• Support multiple, complex client accounts.

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 3–5 years of client service experience with banking products including lending, deposit, and brokerage.
• Experience in Relationship Management, Client Services, or Account Management preferred.
• Applicable local or regional licenses or certifications as required by the business.

BNY offers highly competitive compensation, benefits, and bien‑well‑being programs. The base salary for this position is expected to be between $58,000 and $105,000 per year at commencement, with additional incentives such as commissionभर, discretionary bonuses, short‑and long‑term incentive packages, and company‑sponsored benefit programs. The position is at‑will and subject to standard modifications in salary and compensation.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients, and communities we work with and serve – and to empower our team to do their best work.