Senior Director, Client Executive Manager - Investment Managers
BNY
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Director, Client Executive - Investment Managers to join our Asset Servicing team. This role is located in NYC, Boston, or Los Angeles. In this role, you’ll make an impact in the following ways:
- Aligns team to client growth vectors, segments marketplace and sets strategy for BNY enterprise growth with assigned clients and prospective clients
- Manage a portfolio of key clients of strategic importance to the firm, with contacts at the highest client levels including the C-Suite.
- Participates in and contributes to the development of firm-wide strategy and goals and interfaces regularly with senior leaders and stakeholders.
- Develops and implements the client coverage strategy for assigned business(es) and owns the optimization process for client relationships.
- Oversees deal structures and sets standards for negotiations to best meet client needs while balancing firm objectives and risk considerations.
- Reviews and approves deal structures, ensuring optimal terms for both the client and the firm and mitigating risk where necessary.
- Directs functional strategy to achieve key business objectives and ensures deals are compliant with all regulations.
- Ensures staff have access to the right firm-wide resources, including marketing, legal, and compliance, to support responses to prospect proposals and deal structuring.
- Manages the client experience partnership and fosters a constructive feedback loop with clients to support transactional needs and strategic product development.
- Develops key metrics and sales analyses to gauge the success of client coverage activities and tracks and reports results for the function.
- Leads recruitment efforts and manages and develops teams to maximize collective contributions.
- Motivates lower-level managers, encourages professional growth, and coaches teams to support continued skill development, training, and mentorship.
- Responsible for the team’s or business’s achievement of organic, incremental growth goals, including revenue and assets, within the assigned client portfolio.
- Bachelor’s degree or the equivalent combination of education and experience required; advanced or graduate degree preferred.
- 12+ years of total work experience preferred.
- Financial services experience with preference for roles facing leading investment and wealth managers in complex, consultative engagements and sales cycles
- Prior experience in a related customer-facing role, Sales Support, Global Capital Markets, or Product Management preferred.
- Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the applicable region preferred.
- Demonstrated leadership experience managing direct and matrix professionals in a large business unit or across multiple business units.
- Experience managing the full lifecycle of the sales relationship, including account or client profitability, business retention, and client satisfaction.
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