Senior Director, Client Executive

About the role

We're seeking a future team member for the role of Senior Director, Wealth Advisor to join our Wealth Management team. This role is located in San Francisco, CA.

Responsibilities

• Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
• Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.
• Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
• Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
• Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.

Requirements

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 12-15 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management.
• Applicable local/regional licenses or certifications as required by the business.
• Strong understanding of the relevant marketplace, competitive landscape, and industry drivers in the relevant region preferred.
• Bi-lingual capabilities and understanding of local/cultural nuances helpful for building client trust.

Qualifications

• No direct reports: provides guidance and mentorship to less experienced Client Coverage leads and may lead coordination of coverage for country, enterprise, or major accounts.

Skills

• Exceptional interpersonal and communication skills.
• Proven ability to manage complex client relationships.
• Strong analytical and problem-solving skills.
• Ability to work independently and as part of a team.

Benefits

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.

Pay

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.

Schedule

Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.