Director, Client Executive
At a glance
Director-level Account Executive role at BNY External Career Site. New York · full-time · $130,000–$281,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Manage the profitability and cross-selling potential of existing client relationships representing roughly $25 to $50 million in annual revenue
- Find prospective clients inside and outside the organization, then lead the work to bring them on
- Represent Asset Servicing client coverage from Boston or New York and arrange senior-level engagement with clients
- Coordinate with business lines and senior leaders to advance commercial results and connect client relationships across BNY
- Build BNY’s presence by taking part in events, industry forums and conferences
What you bring
- A bachelor’s degree or equivalent education and experience, plus ten to twelve years of professional experience
- Financial services experience, ideally in asset servicing, custody or securities services
- A record of growing revenue in client management, winning new client relationships and expanding business with existing clients
- Experience with global clients, including registered funds or insurance and reinsurance accounts
Who this fits
This director-level role suits an experienced client executive with commercial responsibility for revenue growth and the ability to bring internal teams together to solve client problems. The position is based in Boston or New York.
From the employer
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
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $130,000 and $281,000 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.
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