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Project Manager - Transition Management

BNY Mellon
BNY Mellon Salary
Boston, MA Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/7/2025

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 Senior Transition Project Manager to join our Buy Side Trading Solutions team. This role is located in Boston, MA - HYBRID

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

  • Scope, plan and manage projects end-to-end in support of institutional client portfolio transitions.
  • Communicate and coordinate effectively with transition clients, investment managers, BNY’s trading and analytics teams and custodians to deliver customer success.
  • Design and manage project plans, and present the plans to transition clients.
  • Prepare and maintain client onboarding and reporting documentation.
  • Provide ongoing oversight and monitoring of active transitions, through reporting, issue tracking and escalation of issues.
  • Work with the Quant Modeling and Analytics team to deliver pre- and post-transition reports.
  • Ensure client satisfaction with the highest standard of care and responsiveness.
  • Inform Product Management of key gaps and help prioritize the roadmap based on client needs.

To be successful in this role, we seek the following :

  • Bachelor’s degree or the equivalent combination of education and experience required.
  • FINRA Licenses 7 and 63 required.
  • 8 years of relevant experience preferred.
  • Strong understanding of US and global capital markets and financial instruments.
  • Excellent written and oral communication skills.
  • Demonstrated project management skills and ability to drive initiatives forward.
  • Proficiency in Microsoft Excel, PowerPoint and project planning tools.
  • Strong time management and prioritization skills, including the ability to work across multiple workstreams with short lead times in a fast-paced environment.
  • Strong influencing skills, including ability to articulate complex issues and incorporate feedback.
  • Willingness to learn, develop, and take on additional responsibilities.
  • Ability to work independently with minimal guidance.
  • Team-player mentality, attention to detail and appetite to learn
  • 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.

    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.

    EEO Statement :

    BNY Mellon is an Equal Employment Opportunity / Affirmative Action Employer. Minorities / Females / Individuals With Disabilities / Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

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