Vice President II, Client Onboarding & Change Projects

Job Description

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 is all about.

We’re seeking a future team member for the role of Vice President II, Client Onboarding & Change Projects to join our Asset Servicing team. This role is located in Pittsburg, PA – HYBRID

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

• Independently onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system.
• Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
• Obtains and reviews the appropriate documentation and reference data, and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
• Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience.
• Provides consultative support of complex situations for internal and external clients.
• Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
• Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation.
• Ensures client receives all necessary training or conducts the training him/herself. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
• Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened.
• Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities.
• Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients.
• Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
• Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client transition/conversion needs are being addressed, and develops processes to ensure communication and alignment across teams.
• Ensures activities meet all compliance, legal and regulatory requirements.
• May facilitate legal negotiation or document review. Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
• Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
  
  

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.
• 7-10 years of total work experience preferred.
• Experience in securities, financial services or client-facing or project management roles preferred.
• Must have previous project management experience.
• Previous Fund Accounting or Core Accounting experience is 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.