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; advanced degree preferred.
  • 15+ years in client management roles with a focus on growth.
  • Experience with senior leadership in investment management is a plus.
  • Strong understanding of fund and investment operations is desired.
  • Proven ability to build and sustain C-Suite relationships.
  • Desire for continuous learning and improvement is essential.
  • Excellent communication skills to present complex information clearly.

Responsibilities

  • Advise global investment managers on strategic objectives.
  • Develop strategic plans for client relationship management and growth.
  • Share industry expertise and trends with clients.
  • Promote firm services to solve client challenges and drive account growth.
  • Manage compliance and risk activities for client interactions.
  • Lead transformation initiatives related to people and market strategies.
  • Identify and pursue new client acquisitions across sectors.

Benefits

  • Highly competitive compensation and benefits package.
  • Access to global resources and tools for personal and professional needs.
  • Generous paid leave options, including volunteer time.
  • 401(k) plan participation and insurance options available.
  • Commitment to employee health and resilience.
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


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.

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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