BNY Wealth Newport Beach CA

Senior Director, Client Service Executive Manager

Full-time · Boston, MA
✓ Verified live on the employer's own system · added 3 days ago
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Senior · 10+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 10+ years

Skills & tools

Customer ServiceOperationsSalesData AnalysisTeam LeadershipMBAManagement

Benefits — mentioned in this posting

Wellness & perksPaid time off
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Full job description

We're seeking a future team member for the role of Senior Director, Client Service, Asset Servicing to join our Client Services team. This role is located in Boston or New York City office.

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

- Own the end-to-end client service delivery model for our largest and most complex major clients, including developing the strategy to align client needs with BNY's service model and monitoring client satisfaction.

- Serve as the senior point of contact to major clients on complex service issues and independently develop strategies to deliver world-class client service across multiple products and platforms.

- Collaborate with clients and coordinate internal stakeholders to align client needs with BNY's commercial strategy; act as the central point of contact across Operations, Client Coverage, Product, and Technology.

- Foster client growth by identifying opportunities for their success - resulting in protecting revenue of existing clients and identifying opportunities to support Client Coverage via service-led sales.

- Proactively partner with Client Service Data, Insights & Analytics to identify trends, themes, and opportunities to improve service; own the end-to-end client service delivery model and monitor client satisfaction.

- Review and manage the execution of service commitments and evolve the client service model (e.g., SLA evolution and changes); provide thought leadership and proactively communicate with a comprehensive understanding of clients' businesses.

- Build capabilities in their teams to develop opportunities for continuous service improvement, including digital adoption to foster the overall culture.

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

- Bachelor's degree or the equivalent combination of education and experience required; MBA preferred.

- At least 10-15 years of minimum work experience with at least 3-5 years of management experience preferred.

- Experience in an operational area and/or client services preferred.

- Sufficient years of management experience preferred.

- Demonstrated ability to manage and resolve complex, cross-product/platform issues and incidents; experience advising on sales support activities, including RFP creation and client visits; experience representing the organization at conferences, seminars, and industry events.

- People Leadership requirement : Recruit, direct, motivate, and develop staff, maximizing individual contribution, professional growth, and team effectiveness.

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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.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.