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Senior Director, Client Executive Manager

BNY Mellon

Senior Director, Client Executive Manager

full-timePosted: Jun 30, 2026Updated: Aug 29, 2026Boston, MA, United States

Job Description

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. 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.

Locations

  • Boston, MA, United States

Skills Required

  • asset managementintermediate
  • intermediary distribution channelsintermediate
  • partnering across matrixed organizationsintermediate

Required Qualifications

  • Bachelor's degree is required, advanced degree or industry credentials preferred. (degree in industry credentials preferred)
  • Significant experience in asset management, investments, or financial services leadership. (experience)
  • Proven success in managing national accounts or home office relationships. (experience)
  • Deep knowledge of intermediary distribution channels and client needs. (experience)
  • Ability to lead teams, develop talent, and execute commercial objectives. (experience)
  • Strong strategic planning, business development, and profitability management skills. (experience)
  • Exceptional communication, influencing, and relationship management abilities. (experience)
  • Experience in partnering across matrixed organizations and leading complex projects. (experience)
  • Understanding of the competitive landscape and market structure in North America. (experience)
  • A strategic, commercially-minded leader with a strong track record of success. (experience)

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