Managing Director, Client Account Lead Insurance

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Managing Director, Client Account Lead – Insurance Segment to join our Global Client Management team. This role is located in New York, NY.

EMPLOYER DESCRIPTION:

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world’s financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It’s the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

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 organization’s 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 with at least 3-5 years in management preferred.
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. Here’s a few of our awards:
America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023