About this role
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. As a senior leader, you will shape and execute the North America intermediary distribution strategy, overseeing key relationships with wealth management firms, insurance companies, and broker-dealers. You will define strategic priorities, build partnerships, and represent the Investments business with a strong leadership presence.
• Lead and develop the National Accounts team, fostering a high-performance culture. • Manage senior-level relationships with corporate home offices and intermediary channels. • Set strategic direction, define goals, and execute account plans for national accounts. • Drive sales growth and profitability through disciplined business planning. • Build trusted relationships with senior executives and decision-makers. • Partner across the bank to align distribution strategy and product positioning. • Identify business opportunities, market trends, and competitive dynamics. • Represent the Investments team in high-level forums, both internally and externally. • Ensure effective coordination with cross-functional teams for client success. • Monitor performance, take action to optimize results, and strengthen partnerships.
• Bachelor's degree is required, advanced degree or industry credentials preferred. • Significant experience in asset management, investments, or financial services leadership. • Proven success in managing national accounts or home office relationships. • Deep knowledge of intermediary distribution channels and client needs. • Ability to lead teams, develop talent, and execute commercial objectives. • Strong strategic planning, business development, and profitability management skills. • Exceptional communication, influencing, and relationship management abilities. • Experience in partnering across matrixed organizations and leading complex projects. • Understanding of the competitive landscape and market structure in North America. • A strategic, commercially-minded leader with a strong track record of success.