BNY

Safeguards and moves assets for investors

Director, Client Executive

Account ManagementConfirmed live in the last 24 hours

Full-time$130k - $280k

About the Job

Requirements

A bachelor's degree or an equivalent combination of education and experience is required.
At least 10 years of overall experience is required.
Knowledge of custody, capital markets, hedge funds, and private market investments would be beneficial for lifecycle management of alternative clients.
A working understanding of utilities such as KYC, pricing, and billing is expected.
Experience in relationship management, client services, or account management is sought.
Applicable local or regional licenses or certifications are required as dictated by the business.

Responsibilities

Manage a client book by developing new business, maintaining existing revenue streams, and supporting premium tier-one relationships in collaboration with other Relationship Team members.
Broaden existing client relationships and ensure a high level of customer acumen.
Resolve problems proactively while promoting the company’s core values with integrity and professionalism.
Support preparation of client presentations, business acceptance, internal and external meetings, product collaboration, and sales execution.
Demonstrate understanding of industry themes in alternatives and take responsibility for organic incremental growth goals for revenue and assets within assigned client portfolios.
Research, support, organize, present, and drive implementation of client account plans.
Seek stretch-project opportunities and initiatives that leverage the company’s global scale.
Work with the Pricing Team to obtain FTE and profitability analyses of add-on business.

Desired Qualifications

Proven ability to navigate and develop internal networks.
Sufficient years of total work experience preferred.

We’re seeking a future team member for the role of Director, Client Executive to join our Alternatives Global Client Coverage teams within Asset Servicing. This role can be located in Boston or New York.

In this role, you’ll make an impact in the following ways:

Manage a book of clients driving the development of new business & maintaining existing revenue streams whilst supporting premium tier 1 relationships working collaboratively with other members of the Relationship Team
Broaden existing relationships and ensure the highest level of customer acumen
Demonstrate proactive problem resolution by promoting the Company’s core values with integrity and professionalism
Support the preparation of client presentations, business acceptance, internal / external meetings, product collaboration, and sale execution
Convey a deep understanding of industry themes within the Alternatives industry and take responsibility for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolios
Research, support, organize, present and drive the implementation of client account plan
Pro-actively seek “stretch project” opportunities and initiatives leveraging the global scale of the Company
Work collaboratively with our Pricing Team to obtain FTE, Profitability Analysis of Add-on Business

To be successful in this role, we’re seeking the following:

Bachelor’s degree or the equivalent combination of education and experience is required
10 plus years of overall experience is required.
Knowledge of Custody, Capital Markets, Hedge and Private Market Investments would be beneficial facilitating the lifecycle management Alternative clients
Working understanding of various utilities such as KYC, Pricing & Billing
Proven ability to navigate and develop internal networks
Bachelor’s degree or the equivalent combination of education and experience is preferable
Sufficient years of total work experience preferred
Experience in Relationship Management, Client Services or Account Management
Applicable local/regional licenses or certifications as required by the business.

Base Salary Min: 130000

Base Salary Max: 280000

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1784

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