Director, Client Executive
BNYJobsCloseBy Editorial Insights
BNY is seeking a Director, Client Executive in Zurich on a hybrid schedule to lead strategy for a portfolio of large complex clients and drive revenue growth through cross-product solutions. You will oversee the sales lifecycle, advise senior client leadership, and structure deals and pricing while coordinating risk and compliance with cross-functional partners. The role requires cultivating opportunities from existing accounts and industry research, delivering value to C-suite stakeholders, and maintaining accurate CRM data. Requirements include 10+ years in financial services, a bachelor’s degree, and English German bilingualism is a plus. Tips: quantify revenue wins on your resume, show multi-product success, tailor your cover letter to BNY’s culture, and demonstrate Swiss market savvy.
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 located in Zurich- HYBRID (4 days onsite / week)
The Director, Client Executive, assists in developing the enterprise-wide strategic plan for managing and growing a portfolio of existing client relationships and/or new prospects, focusing on revenue growth through a combination of deepening and expanding existing relationships and cultivating new business. Clients/prospects are significantly large and very complex institutions, requiring depth of knowledge in a niche segment or breadth of knowledge across numerous products/services offered by the firm. The incumbent supports Client Coverage senior leadership to serve in a consultative role to clients/prospects, advising client leadership on the best way to achieve their short- and long- term strategic objectives through a solutions-oriented approach to delivering the firm's full capabilities.
Responsibilities :
Commercially focused on optimizing the client relationship in order to grow revenue. Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision. Proactively identifies potential leads from within existing client accounts or as a results of industry research, prospecting. Incumbents are highly experienced in independently developing leads and initiating contact with prospects. Client and prospect contacts are focused on key, senior level decision makers and influencers within an organization (i.e., up to and including C-suite). Identify, co-ordinate and participate in opportunities for enhancing the Company’s visibility.
Delivers the full value of the firm by leveraging the deep knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation. May require ideating bundled cross-product offerings customized to the client's specific needs. Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite. Shares with product partners new or emerging markets for the firm to enter where appropriate.
Works closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured. Holds partners accountable for delivering their part of the client experience. Serves as highest point of contact for any client escalations.
Manages the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship. Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development. Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms.
Fosters cross-collaboration internally and connect-the-dots across the firm. Remains intellectually curious about products within the firm to keep informed and up to date on all firm offerings.
Provides thought leadership and industry expertise to clients and prospects at industry roundtables, conferences, client events, webinars and more. Attends 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.
10+ years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management.
Applicable local/regional licenses or certifications as required by the business.
A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred.
- As global firm, bi-lingual capabilities (English-German) are helpful as is an understanding of local/cultural nuances important for client trust.
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America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025