BNY Mellon
BNY Mellon

Senior Director, Client Executive Manager

RoleSales
LevelDirector
LocationBoston, United States
WorkOn-site
TypeFull-time
Posted3 weeks ago
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About the role

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.

  • 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.

  • 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.

Benefits and perks

Healthcare

Flexible Hours

Parental Leave

Learning Budget

401(k)

Equity

About BNY Mellon

Boston

Headquarters