Full-Time

Senior Director, Client Executive - Tech

Client Executive, Tech

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$136.5k - $300k/yr

+ Commission earnings + Discretionary bonuses + Short-Term Incentives + Long-Term Incentives

San Francisco, CA, USA

In Person

Category
Sales & Account Management (1)

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Requirements
  • Bachelor's degree or equivalent combination of education and experience required.
  • A portion of that work experience to be within, or closely related to, the Tech industry.
  • Minimum 15 years of total work experience, ideally within financial services or securities industries.
  • Proven success in client relationship management, business development, or strategic account leadership.
  • 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.
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.
  • Delivering 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.
Desired Qualifications
  • Advanced or graduate degree preferred.

BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.

Company Size

N/A

Company Stage

Post IPO Equity

Headquarters

New York City, New York

Founded

1784

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Simplify Jobs

Simplify's Take

What believers are saying

  • Personalized, tax-efficient portfolio management fits affluent clients and family offices.
  • Managed account infrastructure supports flexible UMAs and multi-asset portfolio construction.
  • BNY's cash, FX, and liquidity capabilities serve cross-border, multi-asset clients.

What critics are saying

  • Fidelity, Schwab, and Morgan Stanley intensify pricing pressure on wealth platforms.
  • Poole and Cork closures can disrupt EMEA client coverage and staff morale.
  • Alternative-platform execution failures would leave private-market fees to faster competitors.

What makes BNY unique

  • Integrated Active Wealth combines investing, tax, estate planning, banking, and lending.
  • BNY Pershing offers unified workflows, third-party integration, and interoperability for advisors.
  • Alts Bridge simplifies alternative and private-market access for wealth intermediaries.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

Company News

Bournemouth Echo
Sep 21st, 2025
Bank of New York to close Poole office, affecting 200 jobs

Bank of New York to close Poole office, affecting 200 jobs.

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