Director, Client Executive

Reposted 11 Days Ago
Be an Early Applicant
2 Locations
In-Office
Expert/Leader
Fintech • Financial Services
The Role
Manage a portfolio of BBDI clients to drive new business and revenue, maintain client relationships, prospect and onboard clients, coordinate KYC/onboarding and risk activities, collaborate with internal teams on sales and presentations, and represent the firm at industry events.
Summary Generated by Built In

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 are seeking a future team member for the role of Director, Client Executive - Client Coverage BBDI. This role is located in Frankfurt servicing the BBDI Community.

In this role, you will make an impact in the following ways:

  • Manage a book of clients driving the development of new business & maintaining existing revenue streams supporting relationships working collaboratively with members of the BBDI Client Coverage Team.
  • Conduct frequent and regular check-ins with assigned clients/prospects, ensuring their continued satisfaction ensuring continued satisfaction and strategic alignment with firm services/product offerings. Continually evaluate client/prospects needs, ensure sustained client engagement, and pursue opportunities to enhance firm's products, services, and renenue exposure with client/prospects.
  • Convey a deep understanding of industry themes within the BBDI industry and take responsibility for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolios
  • Prospecting new client relationships and facilitating the onboarding of new revenue and assets. 
  • Work closely with business development teams to ensure relationship management strategy is aligned with overall sales strategy. Keep abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction. 
  • Work with other Relationship Managers and/or marshal firm-wide resources (product, global client management, marketing, legal, compliance, etc.) to ensure that sales priorities and client needs are being addressed. Proactively inform clients of industry developments or firm thought leadership. 
  • Ensures client onboarding and/or risk management activities are conducted and captured (KYC, Business Acceptance Committee, etc.)
  • Support the preparation of client presentations, business acceptance, internal / external meetings, product collaboration and sale execution
  • Research, support, organise, present and drive the implementation of client account plans
  • Demonstrate proactive problem resolution by promoting the Company’s core values with integrity and professionalism.
  • Attend industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings.

 

To be successful in this role, we are seeking the following:

  • Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
  • 10+ years of total work experience preferred. 
  • Financial Services experience with a particular focus on the BBDI Community preferred as is prior experience in Relationship Management, Client Services or Account Management. Experience with Alternative or Investment Manager clients is a plus.   
  • Applicable local/regional licenses or certifications as required by the business. 
  • As global firm, bi-lingual capabilities are helpful as is an understanding of local/cultural nuances important for client trust.

 

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 life’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/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

 

Skills Required

  • Bachelor's degree or equivalent
  • Advanced/graduate degree
  • 10+ years total work experience
  • Financial services experience, preferably BBDI community
  • Experience in Relationship Management, Client Services or Account Management
  • Experience with Alternative or Investment Manager clients
  • Applicable local/regional licenses or certifications as required by the business
  • Bi-lingual capabilities / understanding of local cultural nuances
  • Knowledge of client onboarding, KYC and risk management processes

BNY Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

  • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
  • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
  • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

BNY Insights

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The Company
HQ: New York, NY
41,739 Employees

What We Do

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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