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Senior Director, Client Executive Manager

BNY

Boston, MA

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JOB DETAILS
SKILLS
Artificial Intelligence (AI), Asset Management, Business Development, Business Plan, Cross-Functional, Develop and Maintain Customers, Distribution Channel, Executive Relationships, Financial Services, Financial Systems, Global Financial Markets, Insurance, Leadership, Market Trend Analysis, Matrix Management, National Sales, Performance Analysis, Product Positioning, Profit & Loss, Profit & Loss Management, Relationship Management, Revenue Growth, Sales Management, Strategic Planning, Talent Management, Team Lead/Manager, Wealth Management
LOCATION
Boston, MA
POSTED
Today
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.

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.
  • 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.
  • 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.

About the Company

B

BNY

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