Senior Director, Client Executive

Posted 6 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
Senior level
Fintech • Financial Services
The Role
Lead client strategy and growth for the insurance segment, manage cross-functional teams, drive customized solutions with Product/Sales/Design, oversee budgets, recruit and develop managers, and deliver consultative client engagements to meet business objectives.
Summary Generated by Built In

Senior Director, Client Executive – Insurance Segment

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 Senior Director, Client Executive – Insurance Segment to join our Global Client Management team. This role is located in New York City, NY

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

  • Leads a significant portion of assigned function for the firm. 

  • Acts as the primary interface between specific business/functional area and leadership. 

  • Oversees initiatives that are defined by business strategy and contribute to the organizations values and vision. 

  • Identifies business unit requirements, creates project and process specifications, coordinates with project teams and ensures that projects are on schedule and within budget. 

  • Develops and executes functional strategy to achieve key business objectives. 

  • Ensures work is integrated across teams and that the work produced meets product/service standards and exceeds quality standards. 

  • Partners with revenue areas to improve efficiency, effectiveness, productivity and/or control. 

  • Leads recruitment efforts and manages and develops teams to maximize their collective contributions. 

  • Motivates lower-level managers to maximize their contributions and encourage professional growth. 

  • Oversees the development of policies and processes to ensure the overall success of teams. Ensures procedures are synthesized across the function. 

  • Contributes to the setting and achievement of functional objectives. 

  • Manages through collaboration within our Platform Operating Model to engage across Product, Sales, Marketing & Commercialization teams 

  • Segment lead to aggregated approach for growth within this segment 

  • Create, refine and execute on customized solutions working across product and design leads 

  • Deliver solutions, value-articulation and consultative engagement with clients and prospects 

  • Engage and bridge engagements with our Sales team to facilitate the feedback loop between market feedback and strategic roadmap direction 


     

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. 
  • 15 years of total work experience  
  • Experience in securities or financial services preferred 
  • A passion for the business, ‘drive to win’ and outperformance mindset 
  • Commercial focus on growing the bottom-line while mitigating/managing risk 
  • Intellectual curiosity; desire to constantly learn and continuously improve 
  • Ability to inspire others to action and able to draw on broader teams to deliver a superior outcome for clients and the firm 
  • Expert knowledge of financial services industry, including business models, players, new entrants, significant trends, and outlook 
  • Ability to analyze problems or situations and apply a structured, analytic approach to developing solutions that progress our and our clients’ agendas 
  • Demonstrate excellent judgement and a fact-based approach to evaluation and decision making 
  • Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences 
  • Strong leadership; calm presence and ability to instill confidence in key stakeholders, internally and externally 
  • Strong negotiation and influencing skills 
  • Consummate professional; able to navigate a matrixed organization 

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.

 

About Us

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. About the Team

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.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

    Skills Required

    • Bachelor's degree or equivalent combination of education and experience
    • Advanced/graduate degree
    • 15 years of total work experience
    • Experience in securities or financial services
    • Expert knowledge of financial services industry and market trends
    • Proven leadership and team management experience
    • Strong communication and presentation skills (verbal and written)
    • Strong negotiation and influencing skills
    • Ability to analyze problems using a structured, analytic approach
    • Commercial focus on growth while managing risk
    • Ability to inspire others and work across matrixed organizations

    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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