Senior Director, Client Executive jobs in United States
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BNY · 7 hours ago

Senior Director, Client Executive

BNY is a leading global financial services company that influences nearly 20% of the world’s investible assets. They are seeking a Senior Director for their Global Clearing Sales team to lead complex sales opportunities and drive revenue growth across their suite of products and services.

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 environment knowledgeLead generationAccount managementPresentation skills

Required

Bachelor's degree required or the equivalent combination of education and experience is required
FINRA Series 7 license required
12+ years of institutional sales or coverage experience, with at least 7 years dedicated to banks and broker-dealers
Proven ability to generate leads and close deals in a competitive environment
Proven success originating and scaling multi-million-dollar clearing relationships within regulated dealers
Strong background in client service, relationship management and/or account management
Strong understanding of the regulatory environment governing broker-dealers
Outstanding presentation skills, able to represent BNY to senior dealer/bank executives and at industry associations

Benefits

Flexible global resources and tools for your life’s journey
Generous paid leaves
Paid volunteer time

Company

We help make money work for the world — managing it, moving it and keeping it safe.

Funding

Current Stage
Late Stage

Leadership Team

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Brian A. Ruane
CEO Government Securities Services & Global Client Management
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Chris Kearns
CEO, Depositary Receipts
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Company data provided by crunchbase