Senior Director, Client Executive - Tech

BNY; San Francisco (CA); On-site; USD 136,500 - 300,000; Full time

Benefits offered by this job

Competitive compensation

Commission earnings

Discretionary bonuses

Job summary

BNY is seeking a Senior Director, Client Executive in San Francisco. This pivotal role involves driving strategic client relations in the Tech sector, aligning solutions to meet client goals and BNY’s objectives.

The ideal candidate will have a deep understanding of financial services with a proven track record in client relationship management and business development, alongside strong analytical and leadership skills.

Qualifications

• Minimum 15 years of work experience in financial services or securities industries.
• Proven success in client relationship management and business development.

Responsibilities

• Oversee initiatives defined by business strategy to achieve growth.
• Act as primary interface and develop customized solutions for clients.
• Drive consultative engagement with clients and internal stakeholders.

Skills

Client relationship management

Strategic account leadership

Financial services knowledge

Tech industry knowledge

Analytical problem-solving

Education

Bachelor's degree

Advanced or graduate degree

Job description

Senior Director, Client Executive – Tech

Location: San Francisco, CA

About The Role

The Enterprise Client Account Lead (ECAL) for the Tech and FinTech industries will be a key leader within BNY’s Commercial Organization, driving strategic relationships and enterprise-level engagement with clients across the tech ecosystem. The role serves as the firm’s primary interface to key clients, aligning solutions, insights, and partnership opportunities to help clients achieve their business goals while advancing BNY’s strategic objectives. This is a highly visible role requiring strategic vision, commercial acumen, deep industry expertise, and the ability to collaborate across functions to deliver impactful client outcomes.

Responsibilities

• Strategic leadership: Oversee initiatives defined by business strategy, contributing to the organization’s long‑term vision, values, and growth.
• Functional strategy: Develop and execute functional strategies to achieve key business objectives, contributing to the setting and achievement of commercial goals.
• Deliver solutions and consultative engagement: Articulate value, deliver insights, and drive consultative engagement with client coverage teams and key healthcare clients.
• Client interface: Act as the primary interface between assigned business areas, leadership, and clients to create, refine, and execute customized solutions in collaboration with product and design leaders.
• Client relationship excellence: Maintain awareness of client account activity across the firm and serve as the ultimate escalation point for client satisfaction and strategic alignment.
• Partnership and collaboration: Partner with revenue areas to improve efficiency, effectiveness, productivity, and control, ensuring alignment with firm‑wide objectives.
• Cross‑functional integration: Ensure work is integrated across teams and that deliverables meet or exceed product and service quality standards.
• Platform collaboration: Manage through collaboration within BNY’s Platform Operating Model—engaging across Product, Sales, Marketing, and Commercialization teams.
• Market feedback loop: Bridge engagements with Sales teams to facilitate a feedback loop between market insights and strategic roadmap direction.
• Talent leadership: Develop, mentor, and sponsor junior talent, fostering a culture of growth, collaboration, and innovation.

Qualifications

• Education:
  • Bachelor’s degree or equivalent combination of education and experience required.
  • Advanced or graduate degree preferred.
• Experience:
  • Minimum 15 years of total work experience, ideally within financial services or securities industries.
  • A portion of that experience to be within, or closely related to, the Tech industry.
  • Proven success in client relationship management, business development, or strategic account leadership.
• Skills and Attributes:
  • A passion for the business with a “drive to win” and outperformance mindset.
  • Commercial focus on growing the bottom line while managing and mitigating risk.
  • Intellectual curiosity and commitment to continuous learning and improvement.
  • Strong leadership presence with the ability to inspire and mobilize teams to deliver superior client outcomes.
  • Deep understanding of the financial services and tech industries, including emerging trends, business models, and competitive dynamics.
  • Analytical problem‑solving skills and structured, fact‑based decision‑making ability.
  • Exceptional communication and presentation skills—able to articulate complex concepts simply to diverse audiences.
  • Strong influencing and negotiation skills with the ability to navigate a matrixed organization effectively.
  • Demonstrated professional maturity, sound judgment, and ability to instill confidence among stakeholders at all levels.

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. The base salary for this position is expected to be between $136,500 and $300,000 per year at the commencement of employment, with additional compensation components such as commission earnings, discretionary bonuses, short- and long-term incentive packages, and company-sponsored benefit programs.

Equal Employment Opportunity

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

Employment Terms

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.