Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Senior Director, Client Executive role.
Rezi rewrites your resume against BNY Mellon's job description. Free.
Tailor your resume to this Senior Director, Client Executive role.
Rezi rewrites your resume against BNY Mellon's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Senior Director, Client Executive posting at BNY Mellon — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Senior Director, Client Executive posting at BNY Mellon — free, in seconds.
About the Role
Drive new business and deliver against revenue and pipeline targets for BNY’s Buy-Side Trading Solutions (BTS) offering, with a primary focus on small to mid-sized asset managers and alternative investment managers. Identify and engage prospective clients that are new to BNY. Develop a targeted prospect pipeline, create strategic account plans and lead complex opportunities from initial engagement through mandate award and implementation. Partner with existing sales and coverage teams to reach decision-makers at current BNY clients, identify outsourced trading opportunities and expand adoption of BNY’s execution capabilities. Use market intelligence, client insights and sales analytics to prioritize opportunities, refine outreach and inform the BTS go-to-market strategy. Build trusted relationships with senior buy-side decision-makers, including chief investment officers, heads of trading, portfolio managers, chief operating / financial officers and operations leaders. Understand clients’ investment strategies, order and execution workflows, technology environments and operating models. Lead discussions that connect their needs with the appropriate BTS solution. Serve as relationship lead for a select portfolio of alternative investment manager clients with significant growth potential. Develop account plans, lead strategic client reviews and identify opportunities to deepen each relationship across BNY. Represent BNY in client meetings, industry forums and other settings that strengthen relationships and generate new opportunities. Work closely with BNY Markets leadership, BTS product owners, the Head of Sales for Execution Services and senior sales leaders to shape opportunities and deliver coordinated client solutions. Bring together colleagues across Trading, Product, Client Coverage, Operations, Technology, Legal and Compliance to support solution design, due diligence, onboarding and implementation. Maintain disciplined pipeline management, accurate forecasting and timely client activity records. Share client feedback and competitive intelligence to help inform product and commercial priorities. Lead through influence, knowledge sharing and partnership across teams to advance opportunities and strengthen the client experience.
Responsibilities
- Drive new business and deliver against revenue and pipeline targets for BNY’s Buy-Side Trading Solutions (BTS) offering.
- Identify and engage prospective clients that are new to BNY.
- Develop a targeted prospect pipeline, create strategic account plans and lead complex opportunities from initial engagement through mandate award and implementation.
- Partner with existing sales and coverage teams to reach decision-makers at current BNY clients.
- Identify outsourced trading opportunities and expand adoption of BNY’s execution capabilities.
- Use market intelligence, client insights and sales analytics to prioritize opportunities, refine outreach and inform the BTS go-to-market strategy.
- Build trusted relationships with senior buy-side decision-makers.
- Understand clients’ investment strategies, order and execution workflows, technology environments and operating models.
- Lead discussions that connect client needs with the appropriate BTS solution.
- Serve as relationship lead for a select portfolio of alternative investment manager clients with significant growth potential.
- Develop account plans, lead strategic client reviews and identify opportunities to deepen each relationship across BNY.
- Represent BNY in client meetings, industry forums and other settings that strengthen relationships and generate new opportunities.
- Work closely with BNY Markets leadership, BTS product owners, the Head of Sales for Execution Services and senior sales leaders to shape opportunities and deliver coordinated client solutions.
- Bring together colleagues across Trading, Product, Client Coverage, Operations, Technology, Legal and Compliance to support solution design, due diligence, onboarding and implementation.
- Maintain disciplined pipeline management, accurate forecasting and timely client activity records.
- Share client feedback and competitive intelligence to help inform product and commercial priorities.
- Lead through influence, knowledge sharing and partnership across teams to advance opportunities and strengthen the client experience.
Requirements
- Bachelor’s degree or equivalent combination of education and relevant experience.
- Significant experience in institutional sales or client coverage, with a demonstrated record of originating and closing business with asset managers, hedge funds or other alternative investment managers.
- Experience in prime brokerage sales, fixed income, currencies and commodities (FICC), cross-asset sales or related execution solutions.
- Strong understanding of order management systems (OMS), order and execution workflows, and how buy-side firms evaluate outsourced trading providers.
- Established relationships across the buy-side ecosystem and the ability to engage credibly with senior investment, trading and operating leaders.
- Strong consultative selling, commercial judgment and strategic account planning skills.
- Ability to lead cross-functional opportunities through influence, coordinate multiple stakeholders and translate complex client requirements into actionable solutions.
Skills
- Consultative selling
- Commercial judgment
- Strategic account planning
- Order management systems (OMS)
- Order and execution workflows
Experience Level
- Significant experience in institutional sales or client coverage
Education Level
- Bachelor’s degree or equivalent combination of education and relevant experience
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
About the Company
- 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.
- 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.
- BNY Newsroom: https://www.bny.com/corporate/global/en/about-us/newsroom.html
- BNY LinkedIn: https://www.linkedin.com/company/bnyglobal/posts/?feedView=all
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
Equal Opportunity
- BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.