The Bank of New York Mellon
Director, Client Executive
The Bank of New York Mellon, Jersey City, New Jersey, United States, 07390
Director, Client Executive - Wealth Services Client Coverage
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.
We’re seeking a future team member for the role of Client Executive to join our Wealth Services Client Coverage team at BNY Pershing team. This role is located in Jersey City, NJ or Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships.
Serve in a consultative role to clients / prospects, advising client leadership on the best way to achieve their short- and long-term strategic objectives through a solutions-oriented approach.
Commercially focused on optimizing the client relationship to grow revenue.
Evaluate and structure deal (pricing, contract terms, etc) to determine optimal terms for both client and the firm’s commercial objectives and risk appetite.
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
10-12 years of total work experience preferred.
FINRA Series 7 required.
A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant regions.
Financial Services experience with a particular client type or product preferred as is prior experience in a related customer-facing role.
Excels at managing a full lifecycle of the sales relationship, including account / client profitability, business retention and client satisfaction.
Highly motivated and responsible for the achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
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’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 / Affiative 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 base salary for this position is expected to be between $127,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department / team performance, and market factors.
#J-18808-Ljbffr
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.
We’re seeking a future team member for the role of Client Executive to join our Wealth Services Client Coverage team at BNY Pershing team. This role is located in Jersey City, NJ or Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
Managing and growing a portfolio of existing Broker Dealer, RIA, and or Bank Trust client relationships.
Serve in a consultative role to clients / prospects, advising client leadership on the best way to achieve their short- and long-term strategic objectives through a solutions-oriented approach.
Commercially focused on optimizing the client relationship to grow revenue.
Evaluate and structure deal (pricing, contract terms, etc) to determine optimal terms for both client and the firm’s commercial objectives and risk appetite.
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
10-12 years of total work experience preferred.
FINRA Series 7 required.
A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant regions.
Financial Services experience with a particular client type or product preferred as is prior experience in a related customer-facing role.
Excels at managing a full lifecycle of the sales relationship, including account / client profitability, business retention and client satisfaction.
Highly motivated and responsible for the achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolio.
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’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 / Affiative 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 base salary for this position is expected to be between $127,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department / team performance, and market factors.
#J-18808-Ljbffr