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Senior Director, Client Executive - Deputy Branch Manager
full-timeZurich

Summary

Location

Zurich

Type

full-time

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About this role

Commercially focused on optimizing the client relationship in order to grow revenue. Consults with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision. Proactively identifies potential leads from within existing client accounts or as a results of industry research, prospecting. Incumbents are highly experienced in independently developing leads and initiating contact with prospects. Client and prospect contacts are focused on key, senior level decision makers and influencers within an organization (i.e., up to and including C-suite). Identify, co-ordinate and participate in opportunities for enhancing the Company's visibility. Delivers the full value of the firm by leveraging the deep knowledge of the firm's product offerings and how they can best meet client needs with a solutions orientation. May require ideating bundled cross-product offerings customized to the client's specific needs. Evaluate and structure deal (pricing, contract terms, etc.) to determine the optimal terms for both the client and the firm's commercial objectives & risk appetite. Shares with product partners new or emerging markets for the firm to enter where appropriate. Works closely with related teams (client service, operations, etc.) and other firm-wide resources (marketing, legal, compliance, etc.) to ensure all risk management/compliance activities relevant to business development, relationship management, and/or account management activities are conducted and captured. Holds partners accountable for delivering their part of the client experience. Serves as highest point of contact for any client escalations. Manages the entire sales lifecycle beginning with forward-thinking account planning and continuing with proper sales hygiene throughout the relationship. Fosters a constructive feedback loop with clients to serve both transactional needs to more involved and strategic product development. Ensures all client and deal info remains accurate and up to date in the appropriate eCRM/reporting platforms. Fosters cross-collaboration internally and connect-the-dots across the firm. Remains intellectually curious about products within the firm to keep informed and up to date on all firm offerings. Provides thought leadership and industry expertise to clients and prospects at industry roundtables, conferences, client events, webinars and more. Attends industry events and conferences to remain visible in the market and remain current on industry trends and competitor services/offerings. As Deputy Branch Manager the selected individual will be jointly responsible with the Branch Manager for the Oversight of the activities of the Branch and Human Recources including: Leading the Branch Management in ensuring sound Management practices in the Branch, and with particular and primary focus on Risk Management- all types Ensure appropriate Management Information is in place at Branch level. Ensure appropriate active participation and representation in the different legal entity committees (e.g. RMC) and ensure coverage in case of absence. Ensure that there are no material audit/compliance findings to the activities of the Branch for which no remediation program is in place. Assess, review and approve the Internal Control report from the Branch perspective. Performing all labour law activities for the Branch, in accordance with Article 3 § 1 of the Labour Code. Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Minimum 12 years of total work experience preferred. Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in a related customer-facing role, Sales Support, Global Capital Markets or Product Management. Applicable local/regional licenses or certifications as required by the business. A good understanding of the relevant marketplace, competitive landscape and industry drivers in the relevant region is preferred. As global firm, bi-lingual capabilities (English-German) are helpful as is an understanding of local/cultural nuances important for client trust.

Other facts

Tech stack
Client Relationship Management,Sales Strategy,Risk Management,Deal Structuring,Cross-Product Offerings,Market Research,Compliance,Account Management,Thought Leadership,Industry Expertise,Team Collaboration,Client Escalation Management,Sales Lifecycle Management,Feedback Loop Creation,Product Knowledge,Human Resources Management

About BNY

For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of December 31, 2025, BNY oversees $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management.

Follow BNY on Instagram & X: @BNYglobal

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1784

What you'll do

  • The Senior Director, Client Executive - Deputy Branch Manager is responsible for optimizing client relationships to grow revenue and managing the sales lifecycle. This role also involves overseeing branch activities and ensuring compliance with risk management practices.

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Frequently Asked Questions

What does a Senior Director, Client Executive - Deputy Branch Manager do at BNY?

As a Senior Director, Client Executive - Deputy Branch Manager at BNY, you will: the Senior Director, Client Executive - Deputy Branch Manager is responsible for optimizing client relationships to grow revenue and managing the sales lifecycle. This role also involves overseeing branch activities and ensuring compliance with risk management practices..

Why join BNY as a Senior Director, Client Executive - Deputy Branch Manager?

BNY is a leading Financial Services company.

Is the Senior Director, Client Executive - Deputy Branch Manager position at BNY remote?

The Senior Director, Client Executive - Deputy Branch Manager position at BNY is based in Zurich, Zurich, Switzerland. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Director, Client Executive - Deputy Branch Manager position at BNY?

You can apply for the Senior Director, Client Executive - Deputy Branch Manager position at BNY directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about BNY on their website.