Director, Client Executive

BNY Mellon

$130K — $281K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent; advanced degree preferred
  • 10-12 years in client management with a focus on revenue growth
  • Experience in financial services, particularly asset servicing and custody
  • Familiarity with diverse client types, including Registered Funds and Insurance accounts
  • Proven skills in proactive client management and capturing wallet share
  • Track record of developing and converting new client relationships
  • Ability to collaborate across teams to address complex challenges

Responsibilities

  • Manage client relationships to ensure profitability and cross-selling opportunities
  • Lead new client acquisition initiatives through enterprise and external prospecting
  • Act as a key leader for Asset Servicing Client Coverage in designated offices
  • Collaborate with multiple business lines to enhance client outcomes
  • Enhance BNY's visibility through participation in industry events and conferences

Benefits

  • Company-sponsored benefit programs
  • Potential for commission earnings
  • Discretionary bonuses
  • Short and long-term incentive packages
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


BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $130,000 and $281,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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