Senior Director, Client Executive Manager - Investment Managers

Location: New York, NY, United States; Hybrid

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.

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

• 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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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.

 

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.