Director, Client Executive - Insurance Segment

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.    

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Director, Client Executive – Insurance Segment to join Global Client Management team. This role is located in New York City, NY –HYBRID

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

• Delivering solutions, value articulation, and consultative engagement with client coverage
• Overseeing initiatives defined by business strategy and contributing to the organization’s values and vision.
• Acting as the primary interface between specific business/functional areas and leadership, creating, refining, and executing customized solutions while working closely with product and design leads.
• Developing and executing functional strategies to achieve key business objectives, while contributing to the setting and achievement of functional goals.
• Staying abreast of client account activity across the firm and serving as the ultimate escalation point for client satisfaction.
• Partnering with revenue areas to improve efficiency, effectiveness, productivity, and/or control.
• Acts as the primary interface between specific business/functional area and leadership.  
• Oversees initiatives that are defined by business strategy and contribute to the organizations values and vision. 
• Develops and executes functional strategy to achieve key business objectives. 
• Ensures work is integrated across teams and that the work produced meets product/service standards and exceeds quality standards. . 
• Contributes to the setting and achievement of functional objectives.  
• Manages through collaboration within our Platform Operating Model to engage across Product, Sales, Marketing & Commercialization teams 
• Engage and bridge engagements with our Sales team to facilitate the feedback loop between market feedback and strategic roadmap direction 
• Develop and sponsor junior talent within the firm

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+ years of total work experience  
• Experience in securities or financial services preferred 
• A passion for the business, ‘drive to win’ and outperformance mindset  
• Commercial focus on growing the bottom-line while mitigating/managing risk  
• Intellectual curiosity; desire to constantly learn and continuously improve 
• Ability to inspire others to action and able to draw on broader teams to deliver a superior outcome for clients and the firm 
• Expert knowledge of financial services industry, including business models, players, new entrants, significant trends, and outlook 
• Ability to analyze problems or situations and apply a structured, analytic approach to developing solutions that progress our and our clients’ agendas  
• Demonstrate excellent judgement and a fact-based approach to evaluation and decision making 
• 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 
• Strong leadership; calm presence and ability to instill confidence in key stakeholders, internally and externally  
• Strong negotiation and influencing skills 
• Consummate professional; able to navigate a matrixed organization  

At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023