Senior Director, Client Executive

BNY; Miami (FL); On-site; USD 250,000 - 420,000; Full time

Job summary

BNY in Miami seeks a Senior Director, Wealth Advisor to lead ultra-high net worth client relationships and act as the primary contact for the Wealth team.

You will drive in-person client meetings, grow the client base through new business development, and coordinate coverage with specialists to deliver comprehensive wealth solutions tailored to client needs.

Qualifications

• Bachelor's degree or equivalent required; advanced degree preferred.
• 12+ years of total work experience in financial services or related client-facing roles.
• Licenses or certifications as required by the business.
• Bi-lingual capabilities helpful for building client trust.
• No direct reports; mentorship to lesser experienced coverage leads.

Responsibilities

• Lead relationship management for ultra-high net worth clients.
• Drive face-to-face meetings, prospecting, and new business development.
• Oversee coverage model to engage specialists for each relationship.
• Develop and execute client strategies across wealth advisory, planning, banking, trust, and related solutions.
• Deliver active wealth management services and wealth project execution.

Skills

Relationship Mgmt

UHNW Expertise

Business Development

Client Strategy

Mentorship

Education

Bachelor's degree

Advanced/Graduate degree preferred

Tools

CRM systems

Wealth platforms

Job description

Job Description

We’re seeking a future team member for the role of Senior Director, Wealth Advisor to join our Wealth team. This role is located in Miami, FL.

Job Description

We’re seeking a future team member for the role of Senior Director, Wealth Advisor to join our Wealth team. This role is located in Miami, FL.

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

• Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
• Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.
• Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
• Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
• Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 12+ years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management.
• Applicable local/regional licenses or certifications as required by the business.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
• Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust.
• No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

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

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at most” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.