Vice President II, Client Onboarding & Change Projects

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 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 Disabil