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 required
  • Over 10 years of experience in client services or account management
  • Knowledge of Custody, Capital Markets, Hedge, and Private Market Investments
  • Familiarity with KYC, Pricing & Billing utilities
  • Proven relationship management and internal networking skills
  • Applicable local or regional licenses or certifications as required

Responsibilities

  • Manage a book of clients to develop new business and maintain existing revenues
  • Strengthen client relationships while ensuring top customer experience
  • Proactively resolve issues upholding company values
  • Support client presentations and facilitate internal and external meetings
  • Drive growth in assigned client portfolios through understanding industry themes
  • Research and present client account plans for implementation
  • Identify and pursue stretch projects leveraging global resources

Benefits

  • Access to flexible global resources and tools for life
  • Focus on health and personal resilience
  • Generous paid leaves, including volunteer time
  • Eligibility for 401(k) plan and company-sponsored insurance plans
  • Participation in annual discretionary incentive award programs
Full Job Description
Job Description

We're seeking a future team member for the role of Director, Client Executive to join our Alternatives Global Client Coverage teams within Asset Servicing. This role can be located in Boston or New York.

In this role, you'll make an impact in the following ways:
  • Manage a book of clients driving the development of new business & maintaining existing revenue streams whilst supporting premium tier 1 relationships working collaboratively with other members of the Relationship Team
  • Broaden existing relationships and ensure the highest level of customer acumen
  • Demonstrate proactive problem resolution by promoting the Company's core values with integrity and professionalism
  • Support the preparation of client presentations, business acceptance, internal / external meetings, product collaboration, and sale execution
  • Convey a deep understanding of industry themes within the Alternatives industry and take responsibility for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolios
  • Research, support, organize, present and drive the implementation of client account plan
  • Pro-actively seek "stretch project" opportunities and initiatives leveraging the global scale of the Company
  • Work collaboratively with our Pricing Team to obtain FTE, Profitability Analysis of Add-on Business


To be successful in this role, we're seeking the following:

  • Bachelor's degree or the equivalent combination of education and experience is required
  • 10 plus years of overall experience is required.
  • Knowledge of Custody, Capital Markets, Hedge and Private Market Investments would be beneficial facilitating the lifecycle management Alternative clients
  • Working understanding of various utilities such as KYC, Pricing & Billing
  • Proven ability to navigate and develop internal networks
  • Bachelor's degree or the equivalent combination of education and experience is preferable
  • Sufficient years of total work experience preferred
  • Experience in Relationship Management, Client Services or Account Management
  • Applicable local/regional licenses or certifications as required by the business.


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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