BNY Finance/FinTech

Senior Director, Client Executive - Insurance

New York City, NY In person Full-time

Senior Director, Client Executive – Insurance Segment

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.

We’re seeking a future team member for the role of Senior Director, Client Executive – Insurance Segment to join our Global Client Management team. This role is located in New York City, NY

In this role, you’ll make an impact in the following ways:

Leads a significant portion of assigned function for the firm.

Acts as the primary interface between specific business/functional area and leadership.

Oversees initiatives that are defined by business strategy and contribute to the organizations values and vision.

Identifies business unit requirements, creates project and process specifications, coordinates with project teams and ensures that projects are on schedule and within budget.

Develops and executes functional strategy to achieve key business objectives.

Ensures work is integrated across teams and that the work produced meets product/service standards and exceeds quality standards.

Partners with revenue areas to improve efficiency, effectiveness, productivity and/or control.

Leads recruitment efforts and manages and develops teams to maximize their collective contributions.

Motivates lower-level managers to maximize their contributions and encourage professional growth.

Oversees the development of policies and processes to ensure the overall success of teams. Ensures procedures are synthesized across the function.

Contributes to the setting and achievement of functional objectives.

Manages through collaboration within our Platform Operating Model to engage across Product, Sales, Marketing & Commercialization teams

Segment lead to aggregated approach for growth within this segment

Create, refine and execute on customized solutions working across product and design leads

Deliver solutions, value-articulation and consultative engagement with clients and prospects

Engage and bridge engagements with our Sales team to facilitate the feedback loop between market feedback and strategic roadmap direction

To be successful in this role, we’re seeking the following:

Bachelor’s degree or the equivalent combination of education and experience is required.

Advanced/graduate degree preferred.

15 years of total work experience

Experience in securities or financial services preferred

A passion for the business, ‘drive to win’ and outperformance mindset

Commercial focus on growing the bottom-line while mitigating/managing risk

Intellectual curiosity; desire to constantly learn and continuously improve

Ability to inspire others to action and able to draw on broader teams to deliver a superior outcome for clients and the firm

Expert knowledge of financial services industry, including business models, players, new entrants, significant trends, and outlook

Ability to analyze problems or situations and apply a structured, analytic approach to developing solutions that progress our and our clients’ agendas

Demonstrate excellent judgement and a fact-based approach to evaluation and decision making

Strong communication and presentation skills (both verbally and in writing); able to articulate complex information in a clear and simple manner to a variety of audiences

Strong leadership; calm presence and ability to instill confidence in key stakeholders, internally and externally

Strong negotiation and influencing skills

Consummate professional; able to navigate a matrixed organization

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, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job description provided by BNY.
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