BNY Wealth Newport Beach CA

Senior Director, Client Executive Manager

Full-time · Boston, MA
✓ Verified live on the employer's own system · added 40 days ago
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Senior

Requirements

Education: Bachelor's degree

Skills & tools

ManagementTeam LeadershipSalesCustomer Success
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Full job description

As a senior leader, you will shape and execute the North America intermediary distribution strategy, overseeing key relationships with wealth management firms, insurance companies, and broker-dealers. You will define strategic priorities, build partnerships, and represent the Investments business with a strong leadership presence.

- Bachelor's degree is required, advanced degree or industry credentials preferred. - Significant experience in asset management, investments, or financial services leadership. - Proven success in managing national accounts or home office relationships. - Deep knowledge of intermediary distribution channels and client needs. - Ability to lead teams, develop talent, and execute commercial objectives. - Strong strategic planning, business development, and profitability management skills. - Exceptional communication, influencing, and relationship management abilities. - Experience in partnering across matrixed organizations and leading complex projects. - Understanding of the competitive landscape and market structure in North America. - A strategic, commercially-minded leader with a strong track record of success.

- Lead and develop the National Accounts team, fostering a high-performance culture. - Manage senior-level relationships with corporate home offices and intermediary channels. - Set strategic direction, define goals, and execute account plans for national accounts. - Drive sales growth and profitability through disciplined business planning. - Build trusted relationships with senior executives and decision-makers. - Partner across the bank to align distribution strategy and product positioning. - Identify business opportunities, market trends, and competitive dynamics. - Represent the Investments team in high-level forums, both internally and externally. - Ensure effective coordination with cross-functional teams for client success. - Monitor performance, take action to optimize results, and strengthen partnerships.

  • Bachelor's degree is required, advanced degree or industry credentials preferred.
  • Significant experience in asset management, investments, or financial services leadership.
  • Proven success in managing national accounts or home office relationships.
  • Deep knowledge of intermediary distribution channels and client needs.
  • Ability to lead teams, develop talent, and execute commercial objectives.
  • Strong strategic planning, business development, and profitability management skills.
  • Exceptional communication, influencing, and relationship management abilities.
  • Experience in partnering across matrixed organizations and leading complex projects.
  • Understanding of the competitive landscape and market structure in North America.
  • A strategic, commercially-minded leader with a strong track record of success.
  • Lead and develop the National Accounts team, fostering a high-performance culture.
  • Manage senior-level relationships with corporate home offices and intermediary channels.
  • Set strategic direction, define goals, and execute account plans for national accounts.
  • Drive sales growth and profitability through disciplined business planning.
  • Build trusted relationships with senior executives and decision-makers.
  • Partner across the bank to align distribution strategy and product positioning.
  • Identify business opportunities, market trends, and competitive dynamics.
  • Represent the Investments team in high-level forums, both internally and externally.
  • Ensure effective coordination with cross-functional teams for client success.
  • Monitor performance, take action to optimize results, and strengthen partnerships.

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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.