Senior Director, Client Executive Manager

BNY Mellon

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

Qualifications

  • Bachelor's degree or equivalent experience; advanced degree preferred.
  • 15 years of professional experience in client management roles, focused on top line growth.
  • Experience working with senior leadership in investment management organizations.
  • Technical knowledge of fund and investment operations is a plus.
  • Strong ability to maintain C-suite relationships with global investment managers.
  • Intellectual curiosity and a drive for continuous improvement.
  • Strong communication and presentation skills, capable of simplifying complex concepts.

Responsibilities

  • Advise global investment managers on achieving strategic objectives.
  • Develop strategic plans for managing and growing client relationships.
  • Share industry expertise and insights with clients on potential impacts to their business.
  • Promote firm services and evaluate deal terms to benefit both clients and the firm.
  • Manage client onboarding and compliance-related activities.
  • Drive transformation initiatives related to market strategy and personnel.
  • Lead new client acquisition efforts and expand business presence at industry events.

Benefits

  • Flexible global resources and tools for personal and professional wellbeing.
  • Generous paid leave, including volunteer time.
  • Access to medical, dental, vision, and life insurance plans for employees and dependents.
  • Participation in a 401(k) retirement plan with company contribution options.
  • Support for health, financial goals, and personal resilience initiatives.
Full Job Description
Job Description

We're seeking a future team member for the role of Senior Director, Client Executive to join our Asset Servicing team. This role can be located in Boston, MA or New York City, NY.

In this role, you'll make an impact in the following ways:
  • Serve in a consultative role to large, global investment managers, advising client top leadership on the best way to achieve short- and long- term strategic objectives. Assigned clients are key to the business units achievement of its goals and objectives.
  • Independently develop the strategic plan for managing and growing existing global client relationships, with a focus on organic revenue growth and enterprise client engagement
  • Provide clients with industry expertise sharing trends as well as current and potential impact on the client business model.
  • Promotes firm services/product offerings that solve client challenges and achieve account growth. May evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
  • Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.) Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank.
  • Driving a transformation agenda where required, around people and go to market strategies
  • Identify and lead new client acquisitions, including prospecting across the enterprise and externally
  • 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.
  • 15 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required, track record of success required
  • Knowledge and experience with senior leadership with investment managers preferred
  • Technical knowledge of fund and investment operations a plus
  • A passion for the business, 'drive to win' and outperformance mindset
  • Ability to establish and maintain C-Suite relationships with large global investment managers
  • Intellectual curiosity; desire to constantly learn and continuously improve
  • Ability to influence and drive performance internally, even when not a direct manager to teams
  • Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences


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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