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BNY

Safeguards and moves assets for investors

Director – Client Executive

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$130k - $280k /yrIn-person

About the Job

Requirements

  • Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • 10-12 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required
  • Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services relevant experience
  • Proven ability to capture wallet share through proactive client management practices
  • Experience developing new relationships with prospective clients through to conversion
  • Ability to rally the broader organization to solve complex problems and meet the expectation of our clients

Responsibilities

  • Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue
  • Identify and lead new client acquisitions, including prospecting across the enterprise and externally
  • Be a leader of Asset Servicing Client Coverage in the LA office, facilitating senior executive engagement with clients
  • Continue to build BNY’s presence through participation in events, industry forums, and conferences

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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