Job summary
Job post source
This job is directly from BNY
Job overview
The Director, Client Executive at BNY leads client relationship management and growth within the Wealth Services Client Coverage team, impacting revenue and client satisfaction.
Responsibilities and impact
The role involves managing and growing a portfolio of Broker Dealer, RIA, and Bank Trust clients, advising on strategic objectives, optimizing client relationships for revenue growth, and structuring deals to meet commercial and risk goals.
Compensation and benefits
The base salary ranges from $127,000 to $273,000 annually, with additional compensation including commissions, bonuses, incentives, and comprehensive benefits focused on health, wellbeing, and paid leave.
Experience and skills
Candidates should have a bachelor's degree or equivalent, preferably an advanced degree, 10-12 years of experience, FINRA Series 7 certification, knowledge of the financial services market, and strong client management skills.
Work environment and culture
BNY promotes a culture of growth, inclusion, innovation, and excellence, recognized by multiple awards for diversity, sustainability, and equality.
Company information
BNY is a leading global financial services company managing nearly 20% of the world's investible assets with over 50,000 employees, known for innovation and inclusivity.
Job location and travel
This position is onsite in Jersey City, NJ or Lake Mary, FL.
Unique job features
The role offers a consultative client-facing position with significant impact on strategic client growth and revenue optimization in a top-ranked, innovative financial firm.
Company overview
BNY Mellon, formally known as The Bank of New York Mellon Corporation, is a global financial services company that provides investment management and investment services. They generate revenue through asset servicing, treasury services, wealth management, and clearing services. Founded in 1784 by Alexander Hamilton, BNY Mellon has a rich history and has grown through numerous mergers and acquisitions, including the pivotal merger between The Bank of New York and Mellon Financial Corporation in 2007. The company is headquartered in New York City and operates in over 35 countries, serving clients worldwide.
How to land this job
Tailor your resume to showcase your extensive experience managing and growing client portfolios, particularly with Broker Dealer, RIA, or Bank Trust clients, emphasizing your consultative approach and ability to advise client leadership on strategic objectives.
Highlight your commercial acumen by detailing your success in optimizing client relationships for revenue growth, including experience with deal structuring, pricing, and contract negotiations that align with both client and firm goals.
Apply through multiple platforms such as BNY’s official corporate careers site and LinkedIn to maximize your application's visibility and reach within the company’s recruiting channels.
Connect with current BNY Wealth Services Client Coverage professionals on LinkedIn, initiating conversations by referencing recent industry trends, BNY’s awards for innovation and inclusion, or expressing genuine interest in how they drive client growth and satisfaction.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client portfolio management,' 'consultative sales,' 'FINRA Series 7,' 'revenue growth,' and 'deal structuring' to ensure your resume passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored resume submissions across multiple platforms and identify relevant BNY contacts for networking, allowing you to focus your energy on preparing for interviews and deepening your industry knowledge.
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