Director, Client Executive

BNY Mellon

$130K — $180K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required.
  • Advanced/graduate degree preferred.
  • 15+ years of relevant experience in CLOs, Credit, and Private Credit.
  • Experience in the Asset Management segment is preferred.
  • Significant expertise in industry trends and client business environments.

Responsibilities

  • Develop strategic plans for managing and growing client relationships.
  • Consult with large clients on their strategic needs and advocate for their satisfaction.
  • Promote services and structure deals to optimize terms for clients and the firm.
  • Track and report relationship strategy and results for client portfolios.
  • Collaborate with business development teams to align management strategies.
  • Recommend areas for improvement based on client feedback.
  • Achieve growth goals within assigned client portfolios.

Benefits

  • Access to flexible global resources and tools for personal well-being.
  • Generous paid leaves, including volunteer time off.
  • Participation in a competitive 401(k) plan.
  • Medical, dental, vision, and life insurance coverage 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 Issuer Services Corporate Trust team. This role is located in New York City, NY or Everett, MA.

In this role, you will make an impact in the following ways:
  • Independently develops the strategic plan for managing and growing existing client relationships, with a focus on revenue retention, while identifying opportunities to evolve client business.
  • Has developed significant expertise on industry trends, competitor services/offerings and client's business environment.
  • Consult with significantly large sized clients on their strategic vision and how the firm can help them achieve that vision, and is the primary client advocate and ultimate escalation point for client satisfaction.
  • Promotes 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.
  • Work closely with business development teams to ensure relationship management strategy is executed by account management and client service teams.
  • Recommend areas for firm through leadership efforts based on client feedback, and may deliver leadership feedback both internally and externally to clients.
  • Responsible for achievement of organic and incremental growth (revenue, asset) goals within assigned client portfolios.


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.
  • 15+ years of relevant work experience in CLOs, Credit and Private Credit; experience selling across the Asset Management segment 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.

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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