Senior Director, Client Executive

Senior Director, Client Executive – Global Clearing Sales

Location:

New York City

Seniority:
Director (Senior-level position)

Employment type:

Full-time

We’re seeking a future team member for the role of Senior Director to join our Global Clearing Sales team. This role is focused on leading complex sales opportunities and driving revenue growth across BNY Pershing’s Global Clearing suite of products and services. It is a senior-level position that requires deep experience in financial services and enterprise sales.

• Originate and close complex sales deals for new outsourced broker‑dealer client clearing relationships.
• Serve as the primary senior‑level liaison for broker‑dealer executives, up to and including C‑suite.
• Navigate client organizations to lead and close complex deal negotiations and manage contractual obligations.
• Consult with clients/prospects on their strategic vision and use an in‑depth understanding of the firm's solutions and value proposition to help achieve that vision.
• Partner with product, risk, legal, operations and other functions to deliver tailored solutions aligned with client needs.
• Drive cross‑sales into adjacent services (securities financing, collateral management, execution services).
• Deliver the full value of the firm by leveraging deep knowledge of the firm's product offerings and how they best meet client needs with a solutions orientation.
• Evaluate and structure deals (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite.
• Manage the entire sales lifecycle beginning with forward‑thinking account planning and continuing with proper sales hygiene throughout the relationship; foster a constructive feedback loop with clients to serve both transactional needs and more involved strategic product development.
• Own pipeline and CRM hygiene and forecasting for the broker‑dealer segment, ensuring transparency on deal stages, approvals, and revenue timing.
• Incumbents are highly experienced in independently developing leads and initiating contact with prospects.

• Bachelor’s degree required or the equivalent combination of education and experience is required.
• FINRA Series 7 license required.
• 12+ years of institutional sales or coverage experience, with at least 7 years dedicated to banks and broker‑dealers.
• Proven ability to generate leads and close deals in a competitive environment.
• Proven success originating and scaling multi‑million‑dollar clearing relationships within regulated dealers.
• Strong background in client service, relationship management and/or account management.
• Strong understanding of the regulatory environment governing broker‑dealers.
• Outstanding presentation skills, able to represent BNY to senior dealer/bank executives and at industry associations.

Base salary for this position is expected to be between $136,500 and $280,000 per year at the commencement of employment. Base salary will be determined individually, and is only part of the total compensation package, which may also include commission earnings, discretionary bonuses, short- and long-term incentive packages, and company‑sponsored benefit programs.

BNY offers competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy. Flexible resources and tools support your life’s journey, with paid leaves, including paid volunteer time.

BNY is an Equal Employment Opportunity / Affimative Action Employer – Underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.