Senior Director, Client Executive

BNY Mellon

$175K — $210K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience; advanced degree preferred.
  • 12+ years in client management with commercial accountability for revenue growth.
  • Financial services background, focusing on asset servicing and custody.
  • Experience with various client types, including Registered Funds and Insurance accounts.
  • Proven track record in proactive client relationship management and growth.
  • Skill in developing new client relationships from prospecting through conversion.
  • Ability to mobilize teams to address complex client challenges.

Responsibilities

  • Serve as Client Executive, managing $25 to $50m in annualized revenue.
  • Lead new client acquisition through strategic prospecting efforts.
  • Facilitate high-level client engagement as a leader in Asset Servicing Client Coverage.
  • Collaborate with multiple business lines to achieve commercial outcomes.
  • Enhance BNY's market presence via participation in industry events and forums.

Benefits

  • Generous paid leaves, including volunteer time.
  • Access to global resources and tools for personal and professional growth.
  • Focus on employee health and resilience.
  • Participation in comprehensive medical, dental, vision, and life insurance plans.
  • 401(k) plan enrollment eligibility.
Full Job Description
Job Description

We're seeking a future team member for the role of Senior 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.
  • 12 plus 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


About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here's a few of our recent awards:
  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

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.

Similar Jobs

More Jobs at BNY Mellon

More Finance & Insurance Jobs

Find similar Senior Director, Client Executive jobs: