Director, Strategic Accounts

BNY Mellon•New York, NY
•$130,000 - $200,000

About The Position

BNY Investments is seeking a commercially driven sales leader to join its Global Distribution team in New York. The Director, Strategic Accounts will accelerate asset growth across enterprise RIAs and mid-sized Pershing broker-dealers, with primary responsibility for raising assets from clients and platforms with investment discretion. The role also partners with the field-facing RIA team to generate additional flows from advisors at strategic client relationships. This senior, growth-oriented position focuses on winning new assets, deepening strategic relationships, and delivering measurable commercial outcomes. The Director will position BNY’s firmwide capabilities against asset management competitors, develop compelling value propositions, and structure differentiated commercial arrangements. Success requires strong market credibility, the ability to navigate complex organizations and influence decisionmakers, and the ability to mobilize teams across BNY to deliver solutions. BNY offers competitive compensation, benefits, and wellbeing programs, including paid leaves and paid volunteer time. Eligible employees may participate in a 401(k) plan and company-sponsored medical, dental, vision, and basic life insurance plans, subject to applicable plan terms. Other benefits may include paid time off such as vacation and sick time, depending on the position offered.

Requirements

  • Track record of winning business and raising assets in the U.S. intermediary market.
  • Demonstrated success raising assets and winning mandates across enterprise RIAs, broker-dealers, and other intermediary wealth channels.
  • Deep understanding of the U.S. wealth landscape, including home office dynamics, discretionary platforms, advisor distribution models, and the competitive asset management environment.
  • Ability to engage and influence senior decisionmakers, convert strategic relationships into commercial results, and grow complex client franchises.
  • Strong business development skills, including identifying whitespace, creating opportunities, and driving deals from origination through close.
  • Experience bringing multi-product, firmwide solutions to market and using enterprise capabilities as a differentiator.
  • Experience negotiating custom commercial structures that help win competitive opportunities while protecting long-term value.
  • Executive presence, strong internal leadership skills, and ability to work effectively in a matrixed environment.
  • Bachelor’s degree required.
  • At least 10 years of relevant experience in asset management, intermediary distribution, relationship management, sales, or product strategy, with meaningful client-facing responsibility.

Nice To Haves

  • MBA, CFA, or other advanced credentials.

Responsibilities

  • Lead coverage of a targeted portfolio of enterprise RIAs and mid-sized Pershing broker-dealers, generating net new flows, expanding share of wallet, and pursuing strategic asset-raising opportunities.
  • Develop and execute strategies to win placements and mandates from clients and platforms with investment discretion.
  • Originate, advance, and close high-value opportunities that contribute to revenue and asset growth; manage pipeline conversion, competitive positioning, and outcomes.
  • Position BNY’s broad capabilities through relevant enterprise solutions that connect client priorities to cross-business offerings.
  • Partner with the field-facing RIA distribution team to activate strategic client opportunities and convert advisor relationships into asset-raising results.
  • Structure differentiated commercial terms that improve competitiveness and win probability while aligning client value with the firm’s economic objectives.
  • Build credibility with home office executives, investment decisionmakers, and senior client stakeholders, serving as a trusted commercial partner.
  • Coordinate with product, legal, compliance, operations, service, and distribution teams to remove friction, accelerate execution, and support client experience and business growth.
  • Maintain account planning, pipeline management, and CRM discipline, and provide market feedback on client demand, competitor activity, and product gaps.

Benefits

  • Competitive compensation
  • Wellbeing programs
  • Paid leaves, including paid volunteer time
  • 401(k) plan for eligible employees
  • Company-sponsored medical insurance for eligible employees and eligible dependents
  • Company-sponsored dental insurance for eligible employees and eligible dependents
  • Company-sponsored vision insurance for eligible employees and eligible dependents
  • Basic life insurance for eligible employees and eligible dependents
  • Paid time off benefits, which may include vacation and sick time
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