Senior Director, Client Executive Manager - Investment Managers
bank of new york mellonBrooklyn (NY)
Senior Director, Client Executive Manager - Investment Managers
Posted today
bank of new york mellonBrooklyn (NY)
SENIORITY
Manager
About the role
Overview:
In this role you drive strategic client coverage for leading investment managers, guiding growth across assigned portfolios and collaborating with senior leadership. You will shape firm-wide client strategies, oversee complex deal structures, and ensure compliant, value-aligned outcomes for clients and the firm. The position blends executive relationship management with strategic execution, offering impact across product, marketing, and risk functions. This is a high-visibility role that anchors growth and client satisfaction in a globally active asset servicing team. Compensation / Benefits competitive compensation comprehensive benefits wellbeing programs paid leaves including volunteer time 401(k) plan life, medical, dental, vision coverage
Responsibilities:
Align client coverage strategy with growth vectors and enterprise goals for assigned clients Manage a portfolio of strategically important clients with C-Suite access Contribute to firm-wide strategy and engage with senior leaders Oversee client coverage programs and optimize client relationships Oversee deal structures and negotiations to balance client needs with firm objectives and risk Review and approve deal terms ensuring compliance and risk mitigation Direct functional strategy to meet business objectives across regulatory requirements Coordinate with marketing, legal, and compliance to support responses and deal structuring Manage client experience and feedback loops to support transactional needs and product development Develop metrics and analyses to measure client coverage effectiveness and report results Lead recruitment and develop teams to maximize contributions Motivate and coach managers for ongoing skill development and mentorship Achieve organic growth and asset/revenue targets within the client portfolio
Key requirements:
12+ years of total work experience Financial services experience with emphasis on investment/wealth managers and complex engagements Prior customer-facing or sales support experience preferred Leadership experience managing direct and matrix teams Experience managing full lifecycle of sales relationships (retention, profitability, satisfaction) Knowledge of market landscape and regional drivers preferred Leadership Strategic thinking Relationship management Understanding of sales lifecycle in financial services Regulatory and risk awareness Contract and deal structuring knowledge
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