Director, Client Executive

Davita Inc.; New York (NY); Hybrid; USD 147,000 - 273,000; Full time

Job summary

A leading financial services company seeks a Director, Client Executive - Advisor Growth to enhance client relationships and drive business development. The ideal candidate will lead partnership initiatives, oversee contract execution, and facilitate client onboarding, all contributing to the organization's overall success. Located in New York, this role offers a unique opportunity to influence strategic growth and client engagement in a dynamic environment.

Benefits

Generous paid leaves

Flexible global resources and tools

Highly competitive compensation

Wellbeing programs

Qualifications

• 5-7 years of experience in business development or related field.
• 10-15 years of total work experience.
• 3-5 years of management experience required.

Responsibilities

• Drive business development and partnership initiatives.
• Prepare and maintain pitch materials.
• Manage deal flow and reporting activities.

Skills

Sales and Relationship Management

Market Research

Project Management

Analytical Skills

Communication

Education

Bachelor's degree in Business Administration

Tools

CRM software

Microsoft Office Suite

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 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 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 relationship with Clients to help them grow. Several new programs are underway that leverage relationships with third party consultants, subject matter experts as well as 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 play a critical role in supporting our go to market activities. This individual will be responsible for driving partnerships, including creating and maintaining our pitch library, preparing pitches for meetings, supporting competitive and company 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: Ensure that our pitch library is up-to-date, organized, and accessible to the team. 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 the unique needs of each potential client.


• Support Research Activities: Conduct market research to identify new business opportunities, understand industry trends, and gather competitive intelligence.


• Contract Execution: Support contract drafting,negotiations and review in coordination with internal stakeholders and legal teams.


• Client Onboarding: Facilitate the onboarding process for new clients, ensuring a smooth transition and positive initial experience with our company.

Deal Flow Management & Reporting

• Manage Deal Flow: Miniating accurate and up-to-date records of all deal flow activities including leads, prospects, and closed deals, using CRM systems


• Manage Deal flow status: Monitor the status of deals in the pipeline and flag any potential bottlenecks or delays to relevant team members


• Generating Reporting: Generate regular reports on business development activities, including deal progress, pipeline health and KPIs


• Provide insights: Provide actional insights and recommendation to management based on deal flow data and market trends

Cross-Functional Collaboration

• Collaborate with Team Members: Work closely with other team members to share insights, develop strategies, and support collective goals. Foster a collaborative and supportive work environment.


• Perform Intermediary: Act as a liaison between prospective clients/partners and internal teams to ensure seamless communication throughout the deal lifecycle

SUCCESS FACTORS

Client Focused. Puts prospects, clients and partners at the heart of everything the organization does; for instance, this individual must understand the needs of prospects, clients and partners, create distinctive value, and build meaningful relationships.

Sales and Relationship Management Expertise. Experience and proven success in a relationship management and sales function. Proven ability to develop a multi-pronged approach to a successful channel sales strategy with success in executing against it to achieve short and long-term business objectives.

Speed and Drive for Results. Ensures that things are getting done at a rapid pace, evoking ownership and accountability.

Innovation. Encourages and identifies opportunity for change through collaboration. Invests in new ideas, creates environments that encourage experimentation and is confident in sharing their new ideas.

FURTHER QUALIFICATIONS

Preferred experience/qualifications:

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


• 5 - 7 years of experience in business development, sales, marketing, or a related role.


• Typically requires 10-15 years of total work experience and 3-5 years of management experience


• Strong organizational and project management skills.


• Excellent written and verbal communication skills.


• Proficiency in Microsoft Office Suite and CRM software.


• Ability to work independently and as part of a team.


• Detail-oriented with strong analytical and problem-solving skills.


• Experience working in fast-paced environments or startups is a plus

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

• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023


• Bloomberg's Gender Equality Index (GEI), 2023 * Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023


• Human Rights Campaign Foundation, Corporate Equality Index, 2023


• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023


• Forbes Blockchain 50, 2023

Our Benefits:

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 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 $147,000 and $273,000 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.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.