BNY Logo

BNY

Senior Director, Client Executive Manager

Posted 22 Days Ago
Be an Early Applicant
In-Office
Boston, MA
Senior level
In-Office
Boston, MA
Senior level
Lead North America intermediary distribution strategy and the National Accounts team. Manage senior relationships with wealth management, insurance, and broker-dealers, set strategic direction, drive sales growth and profitability, align distribution and product positioning across the bank, identify market opportunities, and ensure cross-functional coordination and performance optimization for client success.
The summary above was generated by AI
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. Responsibilities
  • 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.
Qualifications
  • 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.
About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. About the Team

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 expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Similar Jobs

    24 Days Ago
    Hybrid
    137K-300K Annually
    Senior level
    137K-300K Annually
    Senior level
    Fintech • Financial Services
    Oversees client coverage through subordinate managers, develops strategies for growth, manages client relationships, and ensures compliance while leading a team.
    An Hour Ago
    In-Office or Remote
    United States
    43K-58K Annually
    Mid level
    43K-58K Annually
    Mid level
    Big Data • Information Technology • Software • Analytics • Energy
    Handle incoming owner relations inquiries about revenue, land, division orders, JIB, A/R, and A&P. Log and follow up cases in a tracking system, build trusting client relationships, manage difficult situations calmly, provide accurate timely responses, and participate in cross-training.
    Top Skills: MS Office
    An Hour Ago
    In-Office or Remote
    United States
    170K-170K Annually
    Senior level
    170K-170K Annually
    Senior level
    Big Data • Information Technology • Software • Analytics • Energy
    Design, build, and maintain high-throughput data ingestion and processing pipelines; integrate AI-powered infrastructure; implement and support complex computing algorithms and distributed services; own systems end-to-end including architecture, observability, reliability, and operational support; lead architectural initiatives and reduce system complexity while maintaining performance on large-scale real-time data.
    Top Skills: AgentcoreArgoAWSAws BedrockClaudeClickhouseDockerGCPGoGrafanaHoneycombKafkaKubernetesLangchainMySQLPulumiPythonRustSentrySQLTerraform

    What you need to know about the San Francisco Tech Scene

    San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

    Key Facts About San Francisco Tech

    • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
    • Major Tech Employers: Google, Apple, Salesforce, Meta
    • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
    • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
    • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
    • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account