Full-Time

Commercial Operations Senior Director

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$136.5k - $300k/yr

New York, NY, USA

In Person

Category
Business & Strategy (1)

Get referred to BNY

See people who can refer or advise you

Requirements
  • 15+ years of experience
  • Extensive experience in sales operations, commercial planning, and execution within a large, complex organization
  • Experience supporting global sales and coverage teams with scalable operating models and planning disciplines
  • Strong background in cross-functional leadership, partnering across business lines, operations, enablement, and strategy teams
  • Experience leading or supporting account planning, sales planning, and client executive/coverage programs
  • Experience driving cross-sell initiatives and building workflows or engagement models that improve collaboration across businesses
  • Background in Voice of Client, CSAT, client feedback, or client health programs with a focus on translating feedback into action
  • Experience establishing and improving sales rhythm, including governance forums, recurring reviews, and planning cadences
  • Proven ability to translate strategy into practical execution, including operating plans, deployment decisions, and field adoption
  • Hands-on experience with commercial infrastructure such as client taxonomy, client sizing, revenue routing, revenue-share mechanics, or related planning processes
  • Experience identifying process friction points and implementing pragmatic improvements that increase clarity, consistency, and scalability
  • Strong relationship management and stakeholder engagement experience, especially as a visible partner to senior operations and enablement leaders
  • Experience working in a highly matrixed, enterprise environment where influence, judgment, and coordination are critical
  • Ability to balance strategic thinking with hands-on execution and practical problem solving
  • Experience in an externally facing commercial or client-oriented environment is preferred
  • Financial services or similarly regulated, large-scale corporate environment experience would be beneficial
Responsibilities
  • Lead Core Sales Operations and Planning Capabilities
  • Own or coordinate important operating mechanisms including sales planning, account planning, the Client Executive program, sales methodology support, coverage and teaming approaches, client prioritization inputs, and related tools and templates
  • Ensure these capabilities are practical, scalable, and aligned to the needs of the businesses and field teams they support
  • Help define where the hub should provide direct support, where it should establish standards, and where line-of-business teams should lead execution
  • Drive 1BNY and Cross-Sell Execution Support
  • Own the operating mechanisms behind the 1BNY cross-sell initiative and broader commercial collaboration efforts
  • Partner across teams to improve how cross-sell priorities are translated into real planning, workflows, engagement models, and execution support
  • Help establish the practical infrastructure needed to support more connected, cross-platform selling
  • Work with counterparts across the businesses to ensure shared initiatives are operationalized, not simply socialized
  • Lead Voice of Client and CSAT-Related Programs
  • Oversee core Voice of Client and CSAT-related work within Commercial Operations, including client feedback processes, account-level CSAT mechanisms, client health approaches, moments-that-matter inputs, and continuous improvement loops
  • Help ensure client feedback is translated into action through clear ownership, practical processes, and ongoing follow-up
  • Partner with business counterparts to balance consistency with execution close to the client and business
  • Own and Improve Sales Rhythm
  • Lead the Commercial Hub’s role in shaping and running the sales rhythm with partners, including governance forums, recurring reviews, planning cadences, and operating touchpoints
  • Improve consistency, clarity, and effectiveness across forums and routines that support the commercial organization
  • Ensure meetings and mechanisms have clear purpose, outputs, and follow-through
  • Help create a more disciplined and scalable operating cadence across the hub and business partners
  • Translate Strategy into Practical Deployment
  • Work closely with GTM Strategy and hub leadership to translate strategic priorities into practical implementation plans
  • Help turn segment, country, market, and coverage priorities into actionable operating decisions related to headcount deployment, support structures, planning motions, and field execution
  • Partner with line-of-business and area ops and enablement teams to deploy changes in ways that are workable and adopted
  • Bridge strategy and execution by focusing on what it will take to operationalize commercial priorities
  • Support Core Commercial Infrastructure
  • Work hands-on on foundational operational topics such as client taxonomy, client sizing, revenue routing, revenue share mechanics, planning processes, and related infrastructure
  • Help bring greater clarity, consistency, and usability to these processes as we grow
  • Identify friction points and pragmatic improvements that make it easier for field and business teams to execute
  • Contribute to the development of scalable operating practices that reduce fragmentation and improve transparency
  • Represent the Commercial Hub Across the Businesses
  • Serve as a primary point of contact and visible leader for the Commercial Hub with line-of-business operations and enablement leaders
  • Build strong relationships across the businesses and establish credibility as a practical, solutions-oriented partner
  • Gather feedback, surface needs, and help shape the evolution of hub services and support models based on business realities
  • Represent the hub with a high degree of professionalism, responsiveness, and sound judgment
Desired Qualifications
  • MBA preferred
  • Externally facing commercial or client-oriented environment experience preferred
  • Financial services or similarly regulated, large-scale corporate environment experience would be beneficial

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

Get referred to BNY

See people who can refer or advise you

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.

Help us improve and share your feedback! Did you find this helpful?

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.

Cork's 96FM
Sep 16th, 2025
US finance house to close Cork office

The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.

PR Newswire
Sep 3rd, 2025
BNY Announces Pricing of Public Offering of $500,000,000 of Depositary Shares Representing Interests in Preferred Stock

/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...

Funds Global Asia
Aug 26th, 2025
AllianceBernstein names CEO and country head for India

AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.

CoinGape
Jul 9th, 2025
Ripple Taps $2 Trillion AUM BNY Mellon for Custody of RLUSD Reserves

Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.