BNY
Senior Director, Client Executive Manager
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Senior Director, Client Executive Manager
Job Description
Overview
Oversees the client coverage family within multiple business units or a single very large business, always through subordinate managers. Identifies the markets and areas for future growth and development and ensures staff are deployed accordingly. May continue to manage a limited portfolio of key clients of strategic importance to the firm. Contacts within the client are at the highest level (C-Suite). Participates in and contributes to the development of firm-wide strategy and goals and interfaces regularly with senior leaders and stakeholders. For some areas of the Bank, may be responsible for achieving organic incremental growth from existing clients.
Responsibilities
- Develops and implements the client coverage strategy for assigned business(es).
- Owns optimization process for client relationships.
- Ensures that subordinate managers effectively develop an operating model/procedure to execute the strategy.
- Oversees deal structures and sets standards for negotiations to best meet client needs.
- Reviews and approves deal structure ensuring optimal terms for both the client and the firm and mitigating risk where necessary.
- Directs functional strategy to achieve key business objectives.
- Ensures deals are compliant with all regulations.
- Ensures staff have access to the right firm-wide resources (marketing, legal, compliance, etc.) to ensure the most appropriate response to prospect proposals and deal structure.
- Manages client experience partnership.
- Develops the key metrics and sales analyses that will gauge the success of the client coverage activities within the family.
- Tracks and reports on client coverage results for the function.
- Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development.
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Leadership
- Leads recruitment efforts and manages and develops teams to maximize their collective contributions.
- Motivates lower-level managers to maximize their contributions and encourage professional growth.
- Continually coaches and monitors skill development of the team, ensuring that team members have access to and take advantage of formal and informal training opportunities, foster mentorships, etc.
- Responsible for team's/business' achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines).
- May have limited portfolio of key, strategic clients.
Client Management
- Manages full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.
- Manages the client coverage family across the firm, within a large business unit or across multiple business units.
- Work is accomplished through subordinate managers.
- Modified based upon local regulations/requirements.
Qualifications
- Bachelor's degree or the equivalent combination of education and experience is required.
- Advanced/graduate degree preferred.
- 12+ years of total work experience preferred.
- Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management.
- Applicable local/regional licenses or certifications as required by the business.
- A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
- As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
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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
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.
Equal Employment Opportunity
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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