Senior Director, Client Executive - Tech

SENIOR DIRECTOR, CLIENT EXECUTIVE - TECH

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 - Tech  to join our Commercial Organization team. This role is located in San Francisco, CA

About the Role

The Enterprise Client Account Lead (ECAL) for the Tech and FinTech industries  will be a key leader within BNY’s Commercial Organization, driving strategic relationships and enterprise-level engagement with clients across the tech ecosystem. This leader will serve as the firm’s primary interface to key clients, aligning solutions, insights, and partnership opportunities to help clients achieve their business goals while advancing BNY’s strategic objectives.

This is a highly visible role requiring strategic vision, commercial acumen, deep industry expertise, and an ability to collaborate across functions to deliver impactful client outcomes.

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

• Strategic leadership:  Oversee initiatives defined by business strategy, contributing to the organization’s long-term vision, values, and growth.
• Functional strategy:  Develop and execute functional strategies to achieve key business objectives, contributing to the setting and achievement of commercial goals.
• Delivering solutions and consultative engagement:  Articulate value, deliver insights, and drive consultative engagement with client coverage teams and key healthcare clients.
• Client interface:  Act as the primary interface between assigned business areas, leadership, and clients to create, refine, and execute customized solutions in collaboration with product and design leaders.
• Client relationship excellence:  Maintain awareness of client account activity across the firm and serve as the ultimate escalation point for client satisfaction and strategic alignment.
• Partnership and collaboration:  Partner with revenue areas to improve efficiency, effectiveness, productivity, and control, ensuring alignment with firm-wide objectives.
• Cross-functional integration:  Ensure work is integrated across teams and that deliverables meet or exceed product and service quality standards.
• Platform collaboration:  Manage through collaboration within BNY’s Platform Operating Model—engaging across Product, Sales, Marketing, and Commercialization teams.
• Market feedback loop:  Bridge engagements with Sales teams to facilitate a feedback loop between market insights and strategic roadmap direction.
• Talent leadership:  Develop, mentor, and sponsor junior talent, fostering a culture of growth, collaboration, and innovation.

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

• Education:
  • Bachelor’s degree or equivalent combination of education and experience required.
  • Advanced or graduate degree preferred.
• Experience:
  • Minimum 15 years of total work experience, ideally within financial services or securities industries.
  • A portion of that work experience to be within, or closely related to, the Tech industry.
  • Proven success in client relationship management, business development, or strategic account leadership.
• Skills and Attributes:
  • A passion for the business with a “drive to win” and outperformance mindset.
  • Commercial focus on growing the bottom line while managing and mitigating risk.
  • Intellectual curiosity and commitment to continuous learning and improvement.
  • Strong leadership presence with the ability to inspire and mobilize teams to deliver superior client outcomes.
  • Deep understanding of the financial services and tech industries , including emerging trends, business models, and competitive dynamics.
  • Analytical problem-solving skills and structured, fact-based decision-making ability.
  • Exceptional communication and presentation skills—able to articulate complex concepts simply to diverse audiences.
  • Strong influencing and negotiation skills with the ability to navigate a matrixed organization effectively.
  • Demonstrated professional maturity, sound judgment, and ability to instill confidence among stakeholders at all levels.

 

At BNY, our culture speaks for itself, check out the latest BNY news at:

 Here’s a few of our recent awards: 

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $136,500 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.