Director, Strategic Accounts

Location: New York, NY, United States; Hybrid

Role Overview:

We are seeking a Director, Strategic Accounts to join the Global Distribution team at BNY Investments, based in New York. 

We are seeking a high-performing, commercially driven sales leader to accelerate asset growth across enterprise RIAs and mid-sized Pershing broker-dealers. This role carries a clear mandate: win new assets, deepen strategic relationships, and drive measurable commercial outcomes across some of the most important discretionary channels in the U.S. wealth market.

The primary focus of the role is to raise assets from clients and platforms with investment discretion. The secondary objective is to work in close partnership with the field-facing RIA team to unlock incremental flows from advisors at strategic client relationships. This is a senior, growth-oriented role for a candidate who knows how to navigate complex organizations, influence key decisionmakers, and convert access into asset wins.

Success in this role will require a relentless commercial mindset, strong market credibility, and the ability to mobilize BNY’s full platform to deliver differentiated solutions. The ideal candidate will know how to position firmwide capabilities against asset management competitors, build compelling value propositions, and structure creative commercial arrangements that help win business.

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

• Own Asset Growth Across Key Channels
  Lead coverage of a targeted portfolio of enterprise RIAs and mid-sized Pershing broker-dealers, with direct accountability for generating net new flows, expanding share of wallet, and capturing strategic asset raising opportunities.
• Win in Discretionary Distribution
  Focus on clients and platforms with investment discretion, developing and executing targeted strategies to secure placements, win mandates, and drive sustained asset growth where investment decisions are made centrally.
• Drive Commercial Results
  Originate, advance, and close high-value opportunities that contribute meaningfully to revenue and asset growth. Maintain a sharp focus on pipeline conversion, competitive positioning, and outcomes.
• Differentiate Through Enterprise Solutions
  Position BNY’s broad capabilities in a way that is relevant, compelling, and difficult to replicate. Connect client priorities to cross-business solutions that go beyond product sales and create a stronger basis for winning.
• Partner with the Field to Expand Flows
  Work closely with the field-facing RIA distribution team to activate opportunities at strategic clients, helping convert advisor relationships into asset raising results at scale.
• Negotiate to Win
  Structure creative, differentiated commercial terms that improve competitiveness, increase win probability, and align client value with the firm’s economic objectives.
• Operate as a Senior Client Leader
  Build credibility with home office executives, investment decisionmakers, and senior stakeholders across client organizations. Serve as a trusted commercial partner who can bring insight, solutions, and execution.
• Mobilize the Firm to Deliver
  Work across product, legal, compliance, operations, service, and distribution teams to remove friction, accelerate execution, and ensure the client experience supports business growth.
• Bring Market Intelligence Back to the Business
  Maintain strong sales discipline across account planning, pipeline management, and CRM. Provide real-time market feedback on client demand, competitor activity, and product gaps to sharpen go-to-market execution.

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

• A proven commercial leader with a track record of winning business and raising assets in the U.S. intermediary market.
• Demonstrated success raising assets and winning mandates across enterprise RIAs, broker-dealers, and other intermediary wealth channels.
• Deep understanding of the U.S. wealth landscape, including home office dynamics, discretionary platforms, advisor distribution models, and the competitive asset management environment.
• Proven ability to engage and influence senior decisionmakers, convert strategic relationships into commercial results, and grow complex client franchises.
• Strong business development instincts, with the ability to identify whitespace, create opportunity, and drive deals from origination through close.
• Experience bringing multi-product, firmwide solutions to market and using enterprise capabilities as a point of differentiation.
• Track record of negotiating custom commercial structures that help win competitive opportunities while protecting long-term value.
• High level of executive presence, strong internal leadership skills, and the ability to operate effectively in a matrixed environment.
• Bachelor’s degree required; MBA, CFA, or other advanced credentials preferred.
• 10+ years of relevant experience in asset management, intermediary distribution, relationship management, sales, or product strategy, with meaningful client-facing responsibility.

About Us

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.

About the Organization

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 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 expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.