Director, Client Executive (Securities Finance)
About the role
We’re seeking a future team member for the role of Director, Client Executive join our Securities Finance Client Coverage team. This role is located in New York.
Origination and Growth
- Make an impact by structuring margin/collateral/financing solutions, leading senior prospect and diligence discussions, and driving cross-sell across BNY’s Prime & Borrow+ and broader Liquidity & Financing offerings.
- Develop and execute coverage plans for top-tier hedge fund and alternative asset manager prospects, including targeting, pipeline management, and conversion to mandate.
- Lead senior-level engagement (CIO/COO/CFO) across the prospect lifecycle—initial outreach, solutioning, diligence, and negotiation—to build durable, multi-product relationships.
- Structure margin, collateral, and financing solutions spanning cash and derivatives to improve client liquidity, margin efficiency, and balance sheet outcomes.
- Drive cross-sell of Prime & Borrow+ and the broader Liquidity & Financing suite, partnering with internal product and relationship teams to deliver integrated proposals.
- Cook up client due diligence, onboarding, and documentation (term sheets, credit/legal/risk reviews) to ensure timely, compliant execution.
- Represent BNY at industry events and client roundtables, elevating thought leadership and generating senior-level engagement and referral opportunities.
Success Metrics
- Measure success by the number and quality of new mandates originated;
- Net revenue growth achieved through integrated Prime & Borrow+ and L&F cross-sell solutions;
- Demonstrable optimization outcomes—such as improvements in cost of funds, collateral efficiency, and balance sheet impact;
- Onboarding speed and documentation completeness;
- Client satisfaction evidenced by the depth of senior relationships and engagement outcomes from events and roundtables.
Qualifications
- 8–12+ years in business development or financing coverage for hedge funds/alternative asset managers, with a track record originating, structuring, and closing complex liquidity and financing mandates.
- Deep understanding of hedge fund strategies and their impact on balance sheet, margin, collateral, and risk; strong command of financing across cash and derivatives and collateral management (eligibility, haircuts, rehypothecation).
- Knowledge of fund structures (’40 Act, onshore/offshore) and end-to-end operational integration/onboarding across custody, clearing, trading, and financing/liquidity channels.
- Senior stakeholder engagement and client due diligence experience (including investor questionnaires), plus strong working knowledge of relevant regulations and the ability to translate requirements into client-ready solutions/term sheets; bachelor’s degree required (advanced degree/certifications a plus).
About Us
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 is all about. Join us and be part of something extraordinary.
About the Team
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, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards
- Competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
- 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.