Vice President, Client Onboarding/Transitions/Conversions/KYC Manager At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre 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 welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company. We're seeking future team members for our Vice President, Client Onboarding/Transitions/Conversions/KYC Manager with Markets Product Onboarding team, with roles located in Pittsburgh, PA in Hybrid positions.
- Manages a team responsible for advising clients or providing project management support for onboarding/transition/conversion projects. Manages the performance of assigned staff. Coaches and guides on project management. Sets departmental priorities and allocates resources to align with business objectives and annual plan.
- Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.
- Guides team in activities that align to team, area and functional objectives. Develops and implements team standard operating procedures. Tracks and reports on results and outcomes for assigned team. Develops team metrics and dashboards. Manages resource allocation and client scheduling to ensure timely, cost-effective delivery. Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation.
- Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs.
- Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team. Resolves complex client onboarding/transition/conversion issues.
- Manages a team of professionals, including coaching, performance management and resource allocation. Develops and oversees the achievement of team objectives. May manage financial resources (e.g., budgets, expenses, etc.). Focus is on daily, short-term goal achievement.
To be successful in this role, we're seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required.
- 5-7 years of total work experience and at least 0-1 years of management experience preferred.
- Applicable local/regional licenses or certifications as required by the business.
- Securities Finance and/or Onboarding experience preferred
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
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.
|