Director, Client Executive

BNY Mellon

$150K — $200K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience; advanced degree preferred.
  • 10-12 years in client management with commercial accountability for revenue growth.
  • Financial services background with focus on asset servicing, custody, and securities services.
  • Experience managing a diverse client portfolio including Registered Funds and Insurance accounts.
  • Proven expertise in increasing client wallet share through proactive management.
  • Strong track record of acquiring and converting new client relationships.
  • Ability to collaborate across various organizational functions to address complex client needs.

Responsibilities

  • Serve as the Client Executive managing profitability and growth of $25-$50M in revenue.
  • Identify and spearhead new client acquisition efforts in the enterprise and externally.
  • Lead Asset Servicing Client Coverage in Boston or New York, engaging senior executives.
  • Collaborate with various lines of business to drive commercial results and enhance client relationships.
  • Promote BNY's presence through participation in events and industry forums.

Benefits

  • Generous paid leave, including paid volunteer time, supporting personal and family needs.
  • Access to flexible global resources for overall well-being.
  • Focus on health, financial goals, and personal resilience within a supportive culture.
  • 401(k) plan enrollment along with company-sponsored medical, dental, and vision insurance.
  • Comprehensive total rewards package, including performance-based incentives.
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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