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For Companies At a Glance
- Tasks: Engage with clients, evaluate needs, and enhance services for maximum satisfaction.
- Company: Join BNY, a leading global financial services firm shaping the future of finance.
- Benefits: Enjoy competitive pay, flexible resources, generous leave, and wellness programs.
- Why this job: Be part of an innovative culture that values bold ideas and social impact.
- Qualifications: Bachelor's degree required; experience in financial services and client management preferred.
- Other info: Opportunities for growth in a diverse and inclusive environment.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK\’s leading over-50s age inclusive jobs board.
Director, Client Executive – Client Coverage Asset Managers
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 and champions of inclusion, 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 Asset Managers this role is in London
In this role, you will make an impact in the following ways:
- 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 revenue exposure with client/prospects.
- Develop, track and report on relationship strategy/results for assigned portfolio. Contribute to the development of team/unit metrics, dashboards and roadmaps.
- Maintain up to date pipeline of new business opportunities.
- Work closely with other parts of BNY to ensure relationship management strategy is aligned with client strategy. Keep abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction. Conduct service review meetings and assist in client training, sharing of market information/experience.
- Prospect new clients in a similar industry or segment of existing clients.
- Contribute to the development of overall RM strategies for the unit.
- Work with other relationship managers and/or marshal firm-wide resources (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, BAC, etc.)
- 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.
- Extensive work experience preferred.
- Financial Services experience with a particular client type or product (ETFs, Digital Assets, Private Markets) preferred as is prior experience in sales, relationship management, consulting client services or account management.
- 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.
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Director, Client Executive employer: BNY Mellon
Contact Detail:
BNY Mellon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director, Client Executive
✨Tip Number 1
Network actively within the financial services industry, especially with professionals who have experience in client management and asset management. Attend relevant industry events and conferences to meet potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Stay updated on the latest trends and developments in financial services, particularly in areas like ETFs, Digital Assets, and Private Markets. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the industry and your ability to engage with clients effectively.
✨Tip Number 3
Consider reaching out to current or former employees of BNY through platforms like LinkedIn. Engaging in informational interviews can provide you with valuable insights about the company’s expectations and culture, which can be beneficial during the interview process.
✨Tip Number 4
Prepare to discuss your previous experiences in relationship management and how they align with the responsibilities of the Director, Client Executive role. Be ready to share specific examples of how you've successfully managed client relationships and driven business growth in your past positions.
We think you need these skills to ace Director, Client Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in client management or sales. Use specific examples that demonstrate your ability to enhance client satisfaction and drive revenue.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with BNY's mission and values, and mention any specific achievements that showcase your skills in relationship management.
Highlight Relevant Skills: Emphasise skills that are crucial for the role, such as strategic thinking, client engagement, and knowledge of financial products like ETFs or Digital Assets. Make sure to provide concrete examples of how you've applied these skills in previous roles.
Showcase Industry Knowledge: Demonstrate your understanding of current industry trends and developments in your application. Mention any relevant conferences or events you’ve attended, and how they have informed your approach to client management.
How to prepare for a job interview at BNY Mellon
✨Understand the Company Culture
Before your interview, take some time to research BNY's culture and values. Familiarise yourself with their commitment to innovation and inclusion, as this will help you align your answers with what they value in a candidate.
✨Showcase Your Client Management Skills
Prepare specific examples from your past experiences that demonstrate your ability to manage client relationships effectively. Highlight how you've ensured client satisfaction and aligned services with their needs.
✨Be Ready to Discuss Industry Trends
Stay updated on current trends in financial services, especially regarding asset management and digital assets. Being able to discuss these topics will show your passion for the industry and your proactive approach to client engagement.
✨Prepare Questions for Them
Think of insightful questions to ask during the interview. This could include inquiries about their strategies for client engagement or how they measure success in client relationships. It shows your interest and helps you assess if the company is the right fit for you.
