Full-Time

Director – Client Executive Manager

BNY

BNY

Global asset management and financial advisory

Compensation Overview

$130k - $281k/yr

+ Commission + Discretionary Bonuses + Short-term Incentive Packages + Long-term Incentive Packages

Berwyn, PA, USA + 1 more

More locations: New York, NY, USA

In Person

Category
Sales & Account Management (1)
Required Skills
Risk Management
Marketing
Requirements
  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • Advanced/graduate degree preferred.
  • 10-12 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.
Responsibilities
  • Manages 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 ensure staff are deployed accordingly.
  • Owns 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.
  • Develops and implements the client coverage strategy for assigned business unit or region.
  • Manages optimization process for client relationships.
  • Ensures that subordinate managers effectively develop an operating model/procedures 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.
  • 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.
  • 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.
  • Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
  • 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.
  • May manage multiple teams within client coverage through subordinate managers.
  • Responsible for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio (may span across business lines).
  • Manages full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction.
Desired Qualifications
  • Bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.
  • Strong influencing skills across senior stakeholders, including technology, business, and control functions.

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's Take

What believers are saying

  • Evergreen funds adoption hits 47% in 2026, boosting BNY's private market liquidity.
  • Ripple selects BNY Mellon to custody RLUSD reserves, expanding digital asset revenue.
  • Liontrust outsources trading to BNY's solutions across 100 global markets.

What critics are saying

  • BNY closes Poole office, cutting 200 UK jobs and sparking talent exodus.
  • Cork office shutdown eliminates 1,000 Ireland positions, disrupting European services.
  • Ripple crypto custody invites SEC crackdown, triggering client withdrawals within 6-12 months.

What makes BNY unique

  • BNY Wealth integrates Active Wealth framework across investing, taxes, and estate planning.
  • BNY provides multi-generational family office services for complex holdings management.
  • BNY offers global custody and tailored lending for high-net-worth individuals.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Remote Work Options

Unlimited Paid Time Off

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