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BNY Mellon3 weeks ago

Senior Director, Client Executive

On-site · San Francisco, California, United States

Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services

Job Summary

Senior Director, Client Executive leads ultra-high net worth client relationships within Wealth Management, serving as the primary contact and overseeing coverage models to engage specialists for comprehensive solutions. Responsibilities include driving face-to-face client meetings, prospecting, new business development, developing client strategies across wealth advisory, financial planning, banking, and trust, and delivering active wealth management services including balance-sheet preparation and wealth-project execution. The role requires a Bachelor's degree (advanced/graduate degree preferred), 12-15 years of relevant experience, and local licenses or certifications as needed; bi-lingual capabilities and regional knowledge are advantageous. No direct reports but mentorship to client coverage leads and coordination across country or major accounts may occur.

Required Qualifications

  • Bachelor's degree or equivalent
  • 12-15 years of financial services experience focused on a client type or product (e.g., Hedge, Pension) or related customer-facing roles
  • Applicable local/regional licenses or certifications as required by the business
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BNY Mellon

Senior Director, Client Executive

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