Senior Director, Client Executive Manager - Investment Managers

BNY Mellon•New York, NY

About The Position

BNY is seeking a Senior Director, Client Executive to join its Asset Servicing team, serving investment managers. The role is located in New York City, Boston, or Los Angeles. The position manages strategically important client relationships and drives client growth, retention, and satisfaction while balancing client needs with firm objectives and risk considerations. The role contributes to firm-wide strategy, directs client coverage strategy and deal structuring, oversees the client experience, and leads teams and recruitment efforts.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
Financial services experience, preferably in roles serving leading investment and wealth managers through 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 sales relationship lifecycle, including account or client profitability, business retention, and client satisfaction.

Nice To Haves

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

Responsibilities

Align the team to client growth vectors, segment the marketplace, and set strategy for enterprise growth with assigned and prospective clients.
Manage a portfolio of strategically important clients, engaging contacts at the highest levels, including the C-suite.
Contribute to firm-wide strategy and goals and interface regularly with senior leaders and stakeholders.
Develop and implement client coverage strategies for assigned businesses and optimize client relationships.
Oversee deal structures and set negotiation standards that meet client needs while balancing firm objectives and risk.
Review and approve deal structures, ensuring favorable terms for clients and the firm while mitigating risk.
Direct functional strategy to achieve business objectives and ensure deals comply with regulations.
Ensure staff can access firm-wide marketing, legal, compliance, and other resources to support prospect proposals and deal structuring.
Manage the client experience partnership and establish a constructive feedback loop to support transactional needs and strategic product development.
Develop metrics and sales analyses to assess client coverage success, and track and report results.
Lead recruitment and manage and develop teams to maximize collective contributions.
Motivate managers, encourage professional growth, and coach teams through skill development, training, and mentorship.
Achieve organic and incremental growth goals, including revenue and assets, within the assigned client portfolio.