BNY Wealth Newport Beach CA

Director, Client Executive

$228,000 per yearFull-time · Boston, MA
✓ Verified live on the employer's own system · added 18 days ago
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Senior · 12+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 12+ years

Skills & tools

SalesManagementSecurities ServicesSecurities

Benefits — mentioned in this posting

Wellness & perksPaid time offBonus / commission
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Full job description

We're seeking a future team member for the role of Director, Client Executive to join our Asset Owner team. This role is located in New York, Los Angeles, Boston or Lake Mary.

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

- Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue - Identify and lead new client acquisitions, including prospecting across the enterprise and externally - Be a leader of Asset Servicing Client Coverage within the respective office location, facilitating senior executive engagement with clients - Continue to build BNY's presence through participation in events, industry forums, and conferences

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. - 12 plus years of professional experience, preferably in client management roles with commercial accountability for top line growth is required - Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services relevant experience - Proven ability to capture wallet share through proactive client management practices - Experience developing new relationships with prospective clients through to conversion - Ability to rally the broader organization to solve complex problems and meet the expectation of our clients

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 base salary for this position is expected to be between $130,000 and $228,000 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.

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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.