Director, Client Executive

BNY Mellon; New York (NY); Hybrid; USD 147,000 - 273,000; Full time

Job summary

BNY Mellon seeks a proactive Director, Client Executive for Advisor Growth in New York. The role focuses on driving business development, managing partnerships, and facilitating client onboarding while contributing to an inclusive workplace culture. This pivotal position requires strong relationship management and strategic sales expertise to enhance client relationships and drive growth.

Benefits

Competitive compensation

Comprehensive benefits and wellbeing programs

Qualifications

• 5-7 years in business development, sales, or marketing roles.
• 10-15 years of total work experience with 3-5 years of management experience.
• Strong organizational, communication, and analytical skills.

Responsibilities

• Drive business development activities through partnerships and client onboarding.
• Manage deal flow and provide regular updates to management on progress and KPIs.
• Conduct market research to identify new opportunities and trends.

Skills

Business Development

Sales Management

Client Relationship Management

Analytical Skills

Communication

Education

Bachelor's degree in Business Administration, Marketing, or related field

Tools

CRM software

Microsoft Office

Job description

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, our 50,000+ employees bring their perspectives to create solutions with our clients that benefit businesses, communities, and people everywhere. We continue to be a leader in the industry, recognized as a top innovator and for creating an inclusive workplace. Through our unique ideas and talents, we help make money work for the world. This is what #LifeAtBNY is all about.

We are looking for a DIRECTOR, Client Executive - ADVISOR GROWTH to join the BNY team. This role can be located in New York, NY or Jersey City, NJ - Hybrid.

THE OPPORTUNITY

Advisor Growth includes initiatives that deepen our relationships with clients to help them grow. Several new programs are underway that leverage relationships with third-party consultants, subject matter experts, and enterprise companies.

THE ROLE

We are seeking a proactive and detail-oriented Director, Client Executive to join our team. This role is pivotal in driving our business development activities. The ideal candidate will support our go-to-market efforts by driving partnerships, maintaining our pitch library, preparing pitches, supporting research, overseeing contract execution, and facilitating client onboarding. Additionally, this individual will maintain records of deal flow and provide regular updates to management on progress and KPIs.

EXPERTISE & KEY RESPONSIBILITIES

Business Development

• Sign Partners: Identify, engage, and drive deal closure for B2B2C partnerships.
• Maintain Pitch Library: Keep our pitch library up-to-date, organized, and accessible. Regularly update and refine pitch materials to reflect the latest offerings and market trends.
• Prepare Pitches: Develop and tailor pitches for specific companies, highlighting our value proposition and addressing their unique needs.
• Support Research Activities: Conduct market research to identify new opportunities, industry trends, and gather competitive intelligence.
• Contract Execution: Support drafting, negotiations, and review of contracts in coordination with internal stakeholders and legal teams.
• Client Onboarding: Facilitate smooth onboarding for new clients, ensuring a positive initial experience.

Deal Flow Management & Reporting

• Manage Deal Flow: Maintain accurate records of all deal activities, including leads, prospects, and closed deals, using CRM systems.
• Manage Deal Status: Monitor pipeline deals and flag bottlenecks or delays.
• Generate Reports: Produce regular reports on activities, deal progress, pipeline health, and KPIs.
• Provide Insights: Offer actionable insights and recommendations based on data and market trends.

Cross-Functional Collaboration

• Collaborate: Work closely with team members to share insights, develop strategies, and support goals. Foster a collaborative environment.
• Act as Liaison: Serve as an intermediary between prospective clients/partners and internal teams to ensure seamless communication throughout the deal lifecycle.

SUCCESS FACTORS

Client Focus: Prioritize prospects, clients, and partners, understanding their needs and building meaningful relationships.

Sales & Relationship Management: Proven success in relationship management and sales, with a strategic approach to channel sales and achieving objectives.

Speed & Drive: Ensure tasks are completed rapidly with ownership and accountability.

Innovation: Encourage change, share new ideas, and create environments that support experimentation.

FURTHER QUALIFICATIONS

Preferred experience/qualifications include:

• Bachelor's degree in Business Administration, Marketing, or related field.
• 5-7 years in business development, sales, or marketing roles.
• 10-15 years of total work experience with 3-5 years of management experience.
• Strong organizational, communication, and analytical skills.
• Proficiency in Microsoft Office and CRM software.
• Ability to work independently and collaboratively.
• Experience in fast-paced or startup environments is a plus.

OUR CULTURE & BENEFITS

BNY is recognized for its inclusive culture, with awards such as Fortune’s Most Admired Companies, Bloomberg’s Gender Equality Index, and others. We offer competitive compensation, benefits, and wellbeing programs, supporting your health, resilience, and financial goals. The salary range for this position is approximately $147,000 to $273,000, determined based on experience and market location. Our total compensation may include bonuses, incentives, and benefits.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer committed to diversity and inclusion, supporting wellbeing and work-life balance through various policies and employee forums.