Senior Director, Client Executive
BNYAbout the role
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 Senior Director, Client Executive. This role is located in New York, NY.
In this role, you’ll make an impact in the following ways:
- Delivers the full value of the firm by leveraging the deep knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation.
- Ideate bundled cross-product offerings customized to the client's specific needs.
- Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite.
- Shares with product partners new or emerging markets for the firm to enter where appropriate.
- Work closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured.
- Holds partners accountable for delivering their part of the client experience.
- Serves as highest point of contact for any client escalations.
- Manages the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship.
- Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development.
- Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms.
- Foster cross-collaboration internally and connect-the-dots across the firm.
- Remain intellectually curious about products within the firm to keep informed and up to date on all firm offerings.
- Provide thought leadership and industry expertise to clients and prospects at industry roundtables, conferences, client events, webinars and more.
- Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.
- Provide guidance and mentorship to less experienced Client Coverage leads. May lead other Client Coverage members in managing and coordinating coverage of country, enterprise or major accounts.
- Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines).
- Manages full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.
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 total work experience preferred.
- Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management.
- Applicable local/regional licenses or certifications as required by the business.
- A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
- As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
- Experience commercially focusing on optimizing the client relationships, consulting with clients/prospects on their strategic vision and using an in-depth understanding of a firm's solutions and value proposition to help achieve that vision.
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
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