Executive Client Lead — Asset Servicing & Growth

Jobtailor; California (MO); On-site; USD 180,000 - 280,000; Full time

Job summary

BNY is seeking a high-impact Client Account Lead to oversee profitability and cross-sell across a portfolio valued at approximately $25–$50M in annualized revenue. You will drive new client acquisitions through enterprise-wide prospecting and external channels, while leading Asset Servicing Client Coverage within the office.

You will also expand BNY's presence by actively participating in industry events, forums, and conferences, coordinating cross-functional teams to meet client expectations

Qualifications

• Bachelor's degree or equivalent education and experience; advanced degree preferred.
• 10+ years of professional experience with front-office client management and revenue responsibility.
• Financial services experience with asset servicing, custody, or securities services.
• Proven ability to capture wallet share via proactive client management.
• Experience developing new client relationships from prospecting to conversion.
• Ability to rally cross-functional teams to meet client expectations.

Responsibilities

• Serve as a Client Account Lead responsible for profitability and cross-sell on existing relationships, managing roughly $25–$50M annualized revenue.
• Identify and lead new client acquisitions, prospecting across enterprise and external channels.
• Lead Asset Servicing Client Coverage within the office location.
• Build BNY's presence by participating in events, industry forums, and conferences.

Skills

Client Relationship Management

Commercial Accountability

Top Line Growth

Prospecting

Conversion Strategies

Education

Bachelor's degree or equivalent

Job description

BNY is seeking a high-impact Client Account Lead to oversee profitability and cross-sell across a portfolio valued at approximately $25–$50M in annualized revenue. You will drive new client acquisitions through enterprise-wide prospecting and external channels, while leading Asset Servicing Client Coverage within the office.

You will also expand BNY's presence by actively participating in industry events, forums, and conferences, coordinating cross-functional teams to meet client expectations