Director, Client Service Executive

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’re seeking a future team member for the role of Director, Client Services Executive to join our Client Services Group (Pershing). This role is located in New York, NY USA.

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

• Serve as a senior point of contact to Major clients on complex service issues and independently develop strategy to deliver world-class client service across multiple products or platforms.
• Collaborate with clients and coordinate the work of internal stakeholders to align client needs with BNY's commercial strategy.
• Proactively partner with Client Service Data, Insights & Analytics to improve service by identifying trends, themes, and opportunities.
• Ensure exceptional service meets client expectations across all products and services.
• Own the end-to-end client service delivery model for our largest and most complex Major clients, including developing the strategy to align client needs with BNY's service model and monitoring client satisfaction.
• Manage and resolve the most complex issues across multiple products/platforms; manage issues/incidents (reactive) and act as the central point of contact with internal partners, as needed (Operations, Client Coverage, Product, and Technology).
• Review and manage the execution of service commitments and evolve the client service model in partnership with key counterparts (e.g., SLA evolution and changes).
• Communicate proactively with a comprehensive understanding of clients' business, provide thought leadership to make it easier for clients to engage with us.
• Foster client growth by identifying opportunities for their success - resulting in protecting revenue of existing clients and identifying opportunities to support Client Coverage via service-led sales.
• Build capabilities in their teams to develop opportunities for continuous service improvement, including digital adoption to foster the overall culture.
• Act as the central point of contact across key business partners throughout the organization.
• Advise on and participate in client services activities related to sales support, including creation of RFPs and client visits.
• Share expertise by attending conferences, seminars, and speaking at industry events and representing BNY.
• Modified based upon local regulations / requirements.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required with an MBA preferred.
• 10-15 years of total work experience delivering world-class client service to Broker Dealers and licensed Advisors.

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 base salary for this position is expected to be between $127,000 and $220,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.