Director, Client Executive

New Today

Client Executive, Wealth Services Client Coverage At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. We're seeking a future team member for the role of Client Executive to join our Wealth Services Client Coverage team at BNY Pershing team. This role is located in Jersey City, NJ or Lake Mary, FL - Onsite. In this role, you'll make an impact in the following ways: Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships. Serve in a consultative role to clients/prospects, advising client leadership on the best way to achieve their short- and long-term strategic objectives through a solutions-oriented approach. Commercially focused on optimizing the client relationship to grow revenue. Evaluate and structure deal (pricing, contract terms, etc) to determine optimal terms for both client and the firm's commercial objectives and risk appetite.
To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 10-12 years of total work experience preferred. FINRA Series 7 required. A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant regions. Financial Services experience with a particular client type or product preferred as is prior experience in a related customer-facing role. Excels at managing a full lifecycle of the sales relationship, including account/client profitability, business retention and client satisfaction. Highly motivated and responsible for the achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
At BNY, our culture speaks for itself. Here's a few of our awards: America's Most Innovative Companies, Fortune, 2024 World's Most Admired Companies, Fortune 2024 Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024 Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023-2024 "Most Just Companies", Just Capital and CNBC, 2024 Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024 Bloomberg's Gender Equality Index (GEI), 2023
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 $127,000 and $273,000 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.
Location:
Jersey City, NJ, United States
Category:
Management Occupations

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