B

BNY

Safeguards and moves assets for investors

Senior Director, Client Executive - Client Coverage BBDI

Account ManagementConfirmed live in the last 24 hours
Full-timeFrankfurt, GermanyNo salary listed

About the Job

Requirements

  • A bachelor's degree or equivalent combination of education and experience is required.
  • Ten or more years of total work experience is preferred.
  • Financial services experience, particularly with the BBDI Community, is preferred.
  • Prior experience in relationship management, client services, or account management is preferred.
  • Experience with alternative or investment manager clients is a plus.
  • Applicable local or regional licenses or certifications are required as dictated by the business.
  • Bilingual capabilities and understanding of local and cultural nuances that support client trust are helpful.

Responsibilities

  • Manage a book of clients, develop new business, maintain existing revenue streams, and support client relationships in collaboration with the BBDI Client Coverage Team.
  • Conduct frequent, regular check-ins with assigned clients and prospects to ensure satisfaction and strategic alignment with the firm's services and product offerings; evaluate their needs, sustain engagement, and pursue opportunities to expand products, services, and revenue.
  • Apply deep understanding of industry themes within the BBDI industry and take responsibility for organic, incremental revenue and asset growth goals within assigned client portfolios.
  • Prospect new client relationships and facilitate onboarding of new revenue and assets.
  • Work with business development teams to align relationship-management strategy with the overall sales strategy; stay informed of client account activity across the firm and often serve as the ultimate escalation point for client satisfaction.
  • Work with other relationship managers and marshal firm-wide resources, including product, global client management, marketing, legal, and compliance, to address sales priorities and client needs; proactively inform clients of industry developments and firm thought leadership.
  • Ensure client onboarding and risk-management activities, including KYC and Business Acceptance Committee activities, are conducted and documented.
  • Support preparation of client presentations, business acceptance, internal and external meetings, product collaboration, and sales execution.
  • Research, support, organize, present, and drive implementation of client account plans.
  • Resolve problems proactively while promoting the company's core values with integrity and professionalism.
  • Attend industry events and conferences to maintain market visibility and stay current on industry trends and competitor services and offerings.

Desired Qualifications

  • An advanced or graduate degree is preferred.

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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