Director, Client Executive

BNY Mellon

$150K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience, advanced degree preferred
  • 10-12 years of experience in Structured Finance Security Servicing
  • Experience managing and growing relationships with Banks and Broker Dealers
  • Strong strategic planning skills for client relationship management
  • In-depth understanding of market trends and competitor offerings

Responsibilities

  • Drive organic and incremental growth for assigned client portfolios
  • Develop strategic plans to enhance and retain client relationships
  • Leverage market expertise to identify opportunities for client revenue growth
  • Advise large clients on their strategic goals and how the firm can support them
  • Collaborate with Client Services to resolve client issues promptly
  • Promote solutions that address client challenges and negotiate optimal deal terms
  • Track and report on client relationship strategies and outcomes

Benefits

  • Competitive compensation and benefits package
  • Wellbeing programs focusing on health and personal resilience
  • Access to global resources for life management
  • Generous paid leave policies, including paid volunteer time
Full Job Description
Job Description

We're seeking a future team member for the role of Director, Client Executive to join our Corporate Trust Client Coverage team. This role is located in New York, NY, Chicago, IL or Pittsburgh, PA. In this role, you'll make an impact in the following ways:
  • Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios
  • Independently develop strategic planning for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business
  • Utilize market expertise on industry trends, competitor services/offerings and client's business environment to grow client revenues
  • Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision and be the primary client advocate and ultimate escalation point for client satisfaction
  • Work closely with the Client Services team to ensure client issues are addressed timely
  • Promote firm services/product offerings that solve client challenges and achieve account growth, and evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm
  • Develop, track, and report on relationship strategy/results for assigned client portfolio through detailed Account Plans
  • Work closely with Product teams to focus on market thought leadership opportunities to help drive market innovation and expand client relationships.

To be successful in this role, we're seeking the following:
  • Bachelor's degree or the equivalent combination, while an advanced degree is highly preferred
  • 10-12 years of relevant work experience in Structured Finance Security Servicing with specific experience in managing and growing relationships with Banks and Broker Dealers preferred


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.

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