Director, Client Executive

BNY Mellon

$130K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent; advanced degree preferred.
  • 10-12 years of client management experience with emphasis on revenue growth.
  • Financial services expertise, especially in asset servicing and custody.
  • Experience with various client types, particularly Registered Funds and Insurance.
  • Ability to enhance client relationships and wallet share through effective management.
  • Proven track record of developing relationships from prospecting to conversion.
  • Strong leadership and problem-solving skills at an organizational level.

Responsibilities

  • Serve as a Client Executive managing relationships worth $25 to $50 million in revenue.
  • Identify and drive new client acquisition initiatives.
  • Lead Asset Servicing Client coverage in Boston or New York.
  • Collaborate with multiple business lines to improve client outcomes.
  • Enhance BNY's visibility by participating in relevant industry events.

Benefits

  • Generous paid leave, including paid volunteer time.
  • Access to flexible global resources for personal and professional growth.
  • Support for health, financial goals, and personal resilience.
  • Competitive medical, dental, vision, and life insurance options for employees and dependents.
Full Job Description
Job Description

We're seeking a future team member for the role of Director, Client Executive to join our Banks, Broker-Dealers, & Insurance team. This role is located in Boston, MA or New York, NY.

In this role, you'll make an impact in the following ways:
  • Serve as a Client Executive responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue
  • Identify and lead new client acquisitions, including prospecting across the enterprise and externally
  • Be a leader of Asset Servicing Client Coverage in the Boston or New York office, facilitating senior executive engagement with clients
  • Work closely with various lines of business (Markets, Corporate Trust, Pershing, Lending, Growth Ventures, Investment Management, Global Payments & Trade) and BNY Senior Management to drive commercial outcomes and foster our 1BNY approach to client relationships
  • Continue to build BNY's presence through participation in events, industry forums, and conferences


To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • 10-12 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required
  • Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services, and relevant experience
  • Experience covering a variety of client types with global businesses including Registered Funds, Insurance General / Reinsurance accounts
  • Proven ability to capture wallet share through proactive client management practices
  • Experience developing new relationships with prospective clients through to conversion
  • Ability to rally the broader organization to solve complex problems and meet the expectation of our clients


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 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.

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