Director, Client Executive

BNY Mellon; Boston (MA); On-site; USD 130,000 - 228,000; Full time

Job summary

BNY Mellon seeks a Director, Client Executive to join its Asset Owner team. The role can be based in Los Angeles or Boston, MA. You will lead client accounts, drive profitability, and oversee cross-sell initiatives across a portfolio valued at tens of millions of dollars.

Responsibilities include acquiring new clients, coordinating with Asset Servicing teams, and elevating the firm's presence through industry events and conferences. A senior track record in financial services is essential.

Qualifications

• Bachelor's degree or equivalent required; advanced/graduate degree preferred.
• 10-12 years in client management roles with top-line growth accountability.
• Financial services experience with asset servicing/custody/securities services.
• Proven ability to capture wallet share through proactive client management.
• Experience developing new client relationships through to conversion.
• Ability to rally the broader organization to meet client expectations.

Responsibilities

• Serve as Client Account Lead for profitability and cross-sell across existing relationships (approx. $25–$50m revenue).
• Identify and lead new client acquisitions across enterprise and external prospects.
• Lead Asset Servicing Client Coverage in the LA office and engage senior executives.
• Represent BNY Mellon at events, industry forums, and conferences to grow presence.

Skills

Client management

Business development

Cross-functional leadership

Relationship management

Strategic selling

Education

Bachelor's degree

Advanced/graduate degree preferred

Job description

Job Overview

We're seeking a future team member for the role of Director, Client Executive to join our Asset Owner team. This role is located in Los Angeles, CA or Boston, MA.

Responsibilities

• Serve as a Client Account Lead 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 LA office, facilitating senior executive engagement with clients
• Continue to build BNY's presence through participation in events, industry forums, and conferences

Qualifications

• 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
• 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

Benefits and Compensation

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 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 $228,000 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.

Equal Opportunity Employer

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.