Senior Director, Client Executive Manager - Investment Managers

BNY Mellon • New York, NY

10d • $136,500 - $300,000 • Onsite

About The Position

BNY is seeking a Senior Director, Client Executive to join its Asset Servicing team, supporting investment managers. The role is located in New York City, Boston, or Los Angeles. The position leads client coverage and growth strategy for a portfolio of strategically important clients and prospective clients, including relationships with C-suite contacts. It contributes to firm-wide strategy, oversees negotiations and deal structures, and manages client experience and sales performance. The role also leads recruitment and team development, while driving organic and incremental growth in revenue and assets within the assigned portfolio.

Requirements

• Bachelor’s degree or equivalent combination of education and experience required.
• Financial services experience, preferably in roles facing leading investment and wealth managers in complex, consultative engagements and sales cycles.
• Demonstrated leadership experience managing direct and matrix professionals in a large business unit or across multiple business units.
• Experience managing the full lifecycle of the sales relationship, including account or client profitability, business retention, and client satisfaction.

Nice To Haves

• Advanced or graduate degree preferred.
• 12+ years of total work experience preferred.
• Prior experience in a related customer-facing role, Sales Support, Global Capital Markets, or Product Management preferred.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the applicable region preferred.

Responsibilities

• Align the team to client growth vectors, segment the marketplace, and set BNY enterprise growth strategy for assigned clients and prospective clients.
• Manage a portfolio of strategically important clients and maintain relationships with contacts at the highest client levels, including the C-suite.
• Participate in and contribute to firm-wide strategy and goals, interfacing regularly with senior leaders and stakeholders.
• Develop and implement client coverage strategy for assigned businesses and own the optimization of client relationships.
• Oversee deal structures and set negotiation standards that meet client needs while balancing firm objectives and risk considerations.
• Review and approve deal structures to ensure optimal terms for clients and BNY and mitigate risk where necessary.
• Direct functional strategy to achieve key business objectives and ensure deals comply with regulations.
• Ensure staff have access to firm-wide resources, including marketing, legal, and compliance, for prospect proposals and deal structuring.
• Manage the client experience partnership and foster client feedback to support transactional needs and strategic product development.
• Develop key metrics and sales analyses to gauge client coverage success, and track and report results for the function.
• Lead recruitment and manage and develop teams to maximize collective contributions.
• Motivate lower-level managers, encourage professional growth, and coach teams through skill development, training, and mentorship.
• Drive the team’s or business’s organic, incremental growth goals, including revenue and assets, within the assigned client portfolio.

Benefits

• Competitive compensation and wellbeing programs.
• Paid leaves, including paid volunteer time.
• 401(k) plan, subject to eligibility and applicable plan terms.
• Company-sponsored medical, dental, vision, and basic life insurance plans, subject to eligibility.
• Other paid time off benefits, such as vacation and sick time, depending on the position offered.
• Potential eligibility for an annual discretionary incentive award.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior