Senior Director, Client Executive

BNY Mellon

$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required, advanced degree preferred.
  • 12+ years in client management, focusing on commercial growth.
  • Financial services experience, especially in asset servicing and custody.
  • Experience covering global clients, including registered funds and insurance accounts.
  • Proven ability to increase client wallet share through strategic management practices.
  • Background in new client acquisition and relationship development.
  • Skills in collaborating across organizational lines to solve complex client issues.

Responsibilities

  • Serve as a Client Executive, managing profitability and revenue for existing client relationships.
  • Identify and pursue new client acquisitions through enterprise and external prospecting.
  • Lead Asset Servicing Client Coverage, engaging senior executives with clients.
  • Collaborate with multiple business lines and BNY Senior Management to achieve commercial outcomes.
  • Promote BNY's presence at industry events, forums, and conferences.

Benefits

  • Access to competitive compensation and wellbeing programs.
  • Flexible global resources for personal and professional growth.
  • Generous paid leave options including volunteer time.
  • 401(k) plan participation and company-sponsored insurance plans.
  • Support for health, resilience, and financial goals.
Full Job Description
Job Description

We9re 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, you9ll 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 BNY9s presence through participation in events, industry forums, and conferences


To be successful in this role, we9re seeking the following:
  • Bachelor9s 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

Here9s a few of our recent awards:
  • America9s Most Innovative Companies, Fortune, 2025
  • World9s 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 life9s 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 employee9s 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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