We are seeking a future team member for the role of Director, Client Executive - Client Coverage BBDI. This role is located in Frankfurt servicing the BBDI Community.
In this role, you will make an impact in the following ways:
- Manage a book of clients driving the development of new business & maintaining existing revenue streams supporting relationships working collaboratively with members of the BBDI Client Coverage Team.
- 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 renenue exposure with client/prospects.
- Convey a deep understanding of industry themes within the BBDI industry and take responsibility for achievement of organic, incremental growth (revenue, asset) goals within assigned client portfolios
- Prospecting new client relationships and facilitating the onboarding of new revenue and assets.
- Work closely with business development teams to ensure relationship management strategy is aligned with overall sales strategy. Keep abreast of client account activity occurring throughout the firm and often serve as the ultimate escalation point for client satisfaction.
- Work with other Relationship Managers and/or marshal firm-wide resources (product, 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, Business Acceptance Committee, etc.)
- Support the preparation of client presentations, business acceptance, internal / external meetings, product collaboration and sale execution
- Research, support, organise, present and drive the implementation of client account plans
- Demonstrate proactive problem resolution by promoting the Company’s core values with integrity and professionalism.
- 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.
- 10+ years of total work experience preferred.
- Financial Services experience with a particular focus on the BBDI Community preferred as is prior experience in Relationship Management, Client Services or Account Management. Experience with Alternative or Investment Manager clients is a plus.
- 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 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, 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.
