Director, Client Executive
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, 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, Client Executive to join our Banks, Broker-Dealers, & Insurance team. This role is located in Boston, MA or New York, NY.
In this role, you’ll make an impact in the following ways:
- Serve as a Client Executive responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue
- Identify and lead new client acquisitions, including prospecting across the enterprise and externally
- Be a leader of Asset Servicing Client Coverage in the Boston or New York office, facilitating senior executive engagement with clients
- Work closely with various lines of business (Markets, Corporate Trust, Pershing, Lending, Growth Ventures, Investment Management, Global Payments & Trade) and BNY Senior Management to drive commercial outcomes and foster our 1BNY approach to client relationships
- Continue to build BNY’s presence through participation in events, industry forums, and conferences
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- 10-12 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required
- Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services, and relevant experience
- Experience covering a variety of client types with global businesses including Registered Funds, Insurance General / Reinsurance accounts
- Proven ability to capture wallet share through proactive client management practices
- Experience developing new relationships with prospective clients through to conversion
- Ability to rally the broader organization to solve complex problems and meet the expectation of our clients