Director, Client Executive

The Bank of New York Mellon • Jersey City, NJ

74d • $127,000 - $273,000

About The Position

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Client Executive to join our Wealth Services Client Coverage team at BNY Pershing team. This role is located in Jersey City, NJ or Lake Mary, FL.

Requirements

• Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 10-12 years of total work experience preferred.
• FINRA Series 7 required.
• A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant regions.
• Financial Services experience with a particular client type or product preferred as is prior experience in a related customer-facing role.
• Excels at managing a full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.
• Highly motivated and responsible for the achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.

Responsibilities

• Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships.
• Serve in a consultative role to clients/prospects, advising client leadership on the best way to achieve their short- and long-term strategic objectives through a solutions-oriented approach.
• Commercially focused on optimizing the client relationship to grow revenue.
• Evaluate and structure deal (pricing, contract terms, etc) to determine optimal terms for both client and the firm's commercial objectives and risk appetite.

Benefits

• Highly competitive compensation, benefits, and wellbeing programs.
• 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.
• Generous paid leaves, including paid volunteer time.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees