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BNY

Director, Client Executive

Posted 2 Days Ago
Be an Early Applicant
In-Office
2 Locations
150K-273K Annually
Senior level
In-Office
2 Locations
150K-273K Annually
Senior level
The Director, Client Executive will consult large global investment managers, develop strategic plans for client relationships, promote firm services, and lead new client acquisitions.
The summary above was generated by AI

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 and champions of inclusion, 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 Asset Servicing team. This role can be located in Boston, MA or New York City, NY.

In this role, you’ll make an impact in the following ways: 

  • Serve in a consultative role to large, global investment managers, advising client top leadership on the best way to achieve short- and long- term strategic objectives. Assigned clients are key to the business units achievement of its goals and objectives. 
  • Independently develop the strategic plan for managing and growing existing global client relationships, with a focus on organic revenue growth and enterprise client engagement 
  • Provide clients with industry expertise sharing trends as well as current and potential impact on the client business model. 
  • Promotes firm services/product offerings that solve client challenges and achieve account growth. May evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm.
  • Ensures client onboarding and/or risk management activities are conducted and captured (KYC, BAC, etc.)  Serves as the interface for compliance, regulatory, reputational matters between clients and the Bank. 
  • Driving a transformation agenda where required, around people and go to market strategies
  • Identify and lead new client acquisitions, including prospecting across the enterprise and externally
  • 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.
  • 12+ years of professional experience, preferably in client management roles with commercial accountability for top line growth is required, track record of success required
  • Knowledge and experience with senior leadership with investment managers preferred
  • Technical knowledge of fund and investment operations a plus
  • A passion for the business, ‘drive to win’ and outperformance mindset 
  • Ability to establish and maintain C-Suite relationships with large global investment managers
  • Intellectual curiosity; desire to constantly learn and continuously improve
  • Ability to influence and drive performance internally, even when not a direct manager to teams
  • Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

 Here’s a few of our recent awards: 

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $150,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Top Skills

AI
Financial Services
Investment Operations

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