Senior Director, Client Strategy & Executive Partnerships

BNY; New York (NY); In loco; USD 180.000 - 260.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation and benefits

Global resources and tools

Generous leave and volunteering time

Descrizione del lavoro

BNY is seeking a Senior Director, Client Executive - Investment Managers to join our Asset Servicing team in NYC, Boston, or Los Angeles. You will lead senior client relationships, shape coverage strategy, and drive revenue growth within a portfolio of strategic investment manager clients.

Responsibilities include directing deal structures, coordinating cross-functional resources, and ensuring compliant, profitable outcomes while mentoring teams and delivering insights through robust metrics.

Competenze

• Bachelor's degree or the equivalent combination of education and experience required; advanced or graduate degree preferred.
• 12+ years of total work experience preferred.
• Financial services experience with preference for roles facing leading investment and wealth managers in complex, consultative engagements and sales cycles.
• Prior experience in a related customer-facing role, Sales Support, Global Capital Markets, or Product Management preferred.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the applicable region preferred.
• Demonstrated leadership experience managing direct and matrix professionals in a large business unit or across multiple business units.
• Experience managing the full lifecycle of the sales relationship, including account or client profitability, business retention, and client satisfaction.

Mansioni

• Aligns team to client growth vectors, segments marketplace and sets strategy for enterprise growth with assigned clients and prospective clients.
• Manage a portfolio of key clients of strategic importance to the firm, with contacts at the highest client levels including the C‑Suite.
• Develops and implements the client coverage strategy for assigned business(es) and owns the optimization process for client relationships.
• Oversees deal structures and sets standards for negotiations to best meet client needs while balancing firm objectives and risk considerations.
• Reviews and approves deal structures, ensuring optimal terms for both the client and the firm and mitigating risk where necessary.
• Directs functional strategy to achieve key business objectives and ensures deals are compliant with all regulations.
• Ensures staff have access to the right firm‑wide resources, including marketing, legal, and compliance, to support responses to prospect proposals and deal structuring.
• Manages the client experience partnership and fosters a constructive feedback loop with clients to support transactional needs and strategic product development.
• Develops key metrics and sales analyses to gauge the success of client coverage activities and tracks and reports results for the function.
• Leads recruitment efforts and manages and develops teams to maximize collective contributions.
• Motivates lower‑level managers, encourages professional growth, and coaches teams to support continued skill development, training, and mentorship.
• Responsible for the team's or business's achievement of organic, incremental growth goals, including revenue and assets, within the assigned client portfolio.

Conoscenze

Leadership experience

Client relationship management

Strategic thinking

Sales experience

Communication

Formazione

Bachelor's degree

Advanced/Graduate degree preferred

Descrizione del lavoro

BNY is seeking a Senior Director, Client Executive - Investment Managers to join our Asset Servicing team in NYC, Boston, or Los Angeles. You will lead senior client relationships, shape coverage strategy, and drive revenue growth within a portfolio of strategic investment manager clients.

Responsibilities include directing deal structures, coordinating cross-functional resources, and ensuring compliant, profitable outcomes while mentoring teams and delivering insights through robust metrics.