Demo

Senior Director, Enterprise Onboarding Platform Strategy and Execution Lead

BNY External Career Site
Lake, FL Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 4/13/2025

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 Senior Director, Onboarding Platform Strategy and Execution Lead to join our Enterprise Onboarding Team. This role is located in Lake Mary, FL - Hybrid

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

  • Defines and executes Enterprise Client Onboarding Platform toolset adoption and strategy, working with Service Delivery Groups and Product Managers to define vision, roadmap and standards.
  • Plays a key role in delivering transformation to drive operational efficiencies and implement a new global operating model to deliver operational efficiencies and an improved client experience.
  • Leads the implementation of client onboarding platform tools to increase user adoption and effectiveness, inclusive of client training and support.
  • Establishes and monitors achievable targets for weaning clients off emails and onto platform tools. 
  • Partners with Product Managers to engage clients in product and adoption workshops, demonstrating key features/capabilities. 
  • Develops communication materials that are client facing in order to explain our capabilities:  API (inclusive of external channels like Saphyre and Markit), Portal, and Data/Document Exchange).
  • Partners with client coverage teams, including relationship managers, to establish and convert pipeline of clients. 
  • Collects and interprets user feedback and insights with product and engineering teams to help improve the user experience in future releases. 
  • Embeds metrics across all of the teams, including using metrics and advanced analytics to enable teams to identify challenges that impact operational performance   
  • Advocates the user experience across the Onboarding Platform Toolset. 
  • Develops and maintains strong relationships with Product Managers, Engineering, senior business managers and client-facing teams. 
  • Ensures that there is a robust operating environment that is compliant with internal control standards as well as local and global regulations.

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

  • Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.15 plus years of total work experience with at least 3-5 years in management preferred.
  •  Proven operational leader with experience of managing large, diverse teams
  • Strong talent management and staff development skills
  • Background in Client Onboarding / KYC / AML within the Financial Services Sector
  • Demonstrable track record of driving organizational transformation and improvements
  • Strong collaborator, able to work across multiple teams and regions
  • Exceptional client and stakeholder management skills
  • Excellent Communication skills

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.

 

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