Director, Liquidity and Margin Sales Professional

BNY • New York, NY

22h • $127,000 - $281,000

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 and champions of inclusion, 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 Director, Liquidity and Margin Sales Professional to join our Global Markets team. This role is located in New York.
Role Overview: We are seeking a senior, results-driven sales professional to accelerate growth across BNY’s Liquidity and Margin solutions, with a particular focus on business development across various communities of clients, including Alternatives, Asset Owners, Insurance Companies, Corporates, Banks and Broker Dealers. You will own territory and portfolio strategies, originate and advance complex sales cycles, and deepen senior-level relationships across Treasury, Operations, Risk, and Front Office. The role spans new business development and expansion within existing accounts, partnering cross-functionally to deliver measurable outcomes.
In this role, you’ll make an impact in the following ways:
Origination and Segment Growth
Build and execute segment strategies tailored to buy side, asset owners, and sell side accounts.
Develop senior relationships and influence decision-makers across CIO, Treasury, Risk, Operations, and Trading.
Maintain a disciplined, data-driven pipeline; ensure stage progression and forecast accuracy.
Consultative Solutioning
Diagnose client needs in liquidity optimization, short-term investing, margin and triparty collateral services.
Tailor value propositions by segment (e.g., portfolio-level liquidity and cash segmentation for buy side; operational cash, short-term investment ladders, and mandate alignment for asset owners; margin optimization, collateral mobility, and triparty structures for sell side).
Lead solution design with product, risk, legal, and operations; manage RFPs/RFIs and due diligence.
Deal Execution and Commercials
Negotiate pricing, terms, and contracts aligned to segment economics and risk/return objectives.
Close complex, multi-stakeholder deals and transition seamlessly to onboarding and client success.
Account Growth and Partnerships
Create account plans with clear growth levers: cross-sell, upsell, adoption, and product penetration within each segment.
Partner with relationship management, product, marketing, and service teams to deliver consistent client experience.
Market Intelligence and Advocacy
Track competitive dynamics, regulatory drivers, and market structure nuances across client base.
Provide structured feedback to product teams; contribute to thought leadership and client events.
Discipline and Reporting
Maintain accurate CRM hygiene and sales reporting.
Meet and exceed activity, stage conversion, and revenue targets with strong forecast discipline.

Requirements

• 10–12+ years of institutional sales experience in capital markets, treasury, or collateral/margin solutions, with proven success selling to: Buy side (asset managers, hedge funds, mutual funds) Asset owners (pensions, sovereigns, endowments, foundations, insurance) Sell side (broker-dealers, banks)
• Track record of originating, structuring, and closing complex, multi-party deals with senior stakeholders and C‑suite.
• Deep understanding of liquidity management, short-term investment products, margin requirements, collateral operations, financing markets, and market infrastructure.
• Strong commercial acumen (pricing, P&L drivers, risk/return), executive presence, and negotiation skills.
• Excellent communication and presentation abilities; adept at simplifying complexity and influencing outcomes.
• Comfortable operating in a matrix organization; collaborative, accountable, and data-driven.
• Bachelor’s degree required

Nice To Haves

• Advanced degree or relevant certifications a plus.

Responsibilities

• Build and execute segment strategies tailored to buy side, asset owners, and sell side accounts.
• Develop senior relationships and influence decision-makers across CIO, Treasury, Risk, Operations, and Trading.
• Maintain a disciplined, data-driven pipeline; ensure stage progression and forecast accuracy.
• Diagnose client needs in liquidity optimization, short-term investing, margin and triparty collateral services.
• Tailor value propositions by segment (e.g., portfolio-level liquidity and cash segmentation for buy side; operational cash, short-term investment ladders, and mandate alignment for asset owners; margin optimization, collateral mobility, and triparty structures for sell side).
• Lead solution design with product, risk, legal, and operations; manage RFPs/RFIs and due diligence.
• Negotiate pricing, terms, and contracts aligned to segment economics and risk/return objectives.
• Close complex, multi-stakeholder deals and transition seamlessly to onboarding and client success.
• Create account plans with clear growth levers: cross-sell, upsell, adoption, and product penetration within each segment.
• Partner with relationship management, product, marketing, and service teams to deliver consistent client experience.
• Track competitive dynamics, regulatory drivers, and market structure nuances across client base.
• Provide structured feedback to product teams; contribute to thought leadership and client events.
• Maintain accurate CRM hygiene and sales reporting.
• Meet and exceed activity, stage conversion, and revenue targets with strong forecast discipline.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1-10 employees