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BNY · 2 months ago

Senior Director, Client Executive

240 Greenwich Street, New York, NY, 10286, US

Full-time

Onsite

Director/Executive

$136K/yr - $280K/yr

12+ years exp

BNY is a leading global financial services company at the heart of the global financial system, influencing nearly 20% of the world’s investible assets. The Senior Director, Client Executive will lead complex sales opportunities and drive revenue growth across BNY Pershing’s Global Clearing suite of products and services, serving as a primary liaison for broker dealer executives and managing the entire sales lifecycle.

Financial Services

Responsibilities

Originate and close complex sales deals for new outsourced broker-dealer client clearing relationships

Serve as the primary senior-level liaison for broker dealer executives (up to and including C-suite)

Navigate client organizations to lead and close complex deal negotiations and manage contractual obligations

Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision

Partner with our product, risk, legal, operations and other functions to deliver tailored solutions aligned with client needs

Drive cross-sales into adjacent services (securities financing, collateral management, execution services)

Delivers the full value of the firm by leveraging deep knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation

Evaluate and structure deals (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite

Manages the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship. Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development

Own pipeline and CRM hygiene and forecasting for the broker-dealer segment, ensuring transparency on deal stages, approvals and revenue timing

Incumbents are highly experienced in independently developing leads and initiating contact with prospects

Qualification

FINRA Series 7 licenseInstitutional sales experienceClient relationship managementRegulatory environmentPresentation skillsLead generationSales lifecycle management