Director, Strategic Accounts

BNY Mellon•New York, NY

About The Position

BNY Investments is seeking a Director, Strategic Accounts to join its Global Distribution team in New York. This senior, growth-oriented sales leadership role is focused on accelerating asset growth across enterprise RIAs and mid-sized Pershing broker-dealers. The primary objective is to raise assets from clients and platforms with investment discretion; a secondary objective is to partner with the field-facing RIA team to generate additional flows from advisors at strategic client relationships. The Director will win new assets, deepen strategic relationships, and deliver measurable commercial outcomes across important U.S. wealth-market channels. The role calls for navigating complex organizations, influencing senior decisionmakers, positioning BNY’s firmwide capabilities against competitors, developing compelling value propositions, and structuring differentiated commercial arrangements. The successful candidate will mobilize teams across BNY to deliver solutions and a client experience that support business growth.

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 instincts, including identifying whitespace, creating opportunities, and driving deals from origination through close.
Experience bringing multi-product, firmwide solutions to market and using enterprise capabilities to differentiate.
Track record of negotiating custom commercial structures that help win competitive opportunities while protecting long-term value.
Executive presence, strong internal leadership skills, and effectiveness in a matrixed environment.
Bachelor’s degree required.
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 capturing strategic asset-raising opportunities.
Develop and execute strategies to secure placements and win mandates with clients and platforms that have 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 and connect client priorities to cross-business solutions that differentiate the firm beyond product sales.
Partner with the field-facing RIA distribution team to activate opportunities at strategic clients and convert advisor relationships into asset-raising results.
Structure differentiated commercial terms that improve competitiveness, increase win probability, and align 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 the client experience.
Maintain disciplined account planning, pipeline management, and CRM practices.
Provide market feedback on client demand, competitor activity, and product gaps to inform go-to-market execution.