Senior Vice President, Client Implementations

Senior Vice President, Client Implementations - Alternatives

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 Vice President, Client Implementations to join our Asset Servicing, Accounting Platform Business team. This role is located in Lake Mary, FL – HYBRID

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

• Onboard clients into the system, open and close accounts, and handle transitions and conversions to the system under minimal direction.
• Serve as an advisor to clients during onboarding, transition, and conversion to/from organization products and solutions.
• Obtain and review appropriate documentation and reference data, ensuring regulatory compliance with AML and KYC prior to account opening.
• Prepare clients for new accounts by explaining documentation requirements, regulations, market complexities, and expectations.
• Work directly with clients to open new accounts after due diligence on KYC and AML, and coordinate with internal parties on asset events.
• Close accounts by verifying no pending activity or balances remain.
• Provide onsite client support and training related to documentation, quality review, and submission processes.
• Review and coordinate receipt of application forms and tax documentation from investors, ensuring compliance with internal and external requirements.
• Lead project management activities for onboarding, transitions, and conversions including reporting, planning, issue/risk tracking, scheduling, and documentation.
• Deliver or coordinate necessary client training and identify process gaps or quality issues with recommendations for improvement.
• Maintain a book of clients and ensure ongoing client activity management post-account opening.
• Support complex conversion activities involving institutional client relationships and custody/accounting processing.
• Complete accurate data conversion on financial statements for valuation clients and review control reports to mitigate risks.
• Collaborate with firm-wide resources (product, technology, marketing, compliance) to address client needs.
• Ensure all onboarding, transition, and conversion activities comply with legal, regulatory, and compliance requirements.
• Facilitate legal negotiation or document review as needed and participate in UAT, onboarding, and fault resolution.
• Manage moderately-sized or complex transitions, ensuring client satisfaction through quality and efficiency monitoring and direct client experience management.
• Act as a Team Lead providing guidance to less experienced colleagues, allocating work, and monitoring quality.
• Suggest process improvements based on post-mortem transition analysis.
• May have people management responsibilities depending on geography.
• Support complex, mature, and/or global clients or platforms and contribute to team and area objectives.

 

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

• Bachelor’s degree or the equivalent combination of education and experience is required; advanced or graduate degree preferred.
• 10–12 years of experience in financial services, with deep expertise in Alternatives Fund Accounting or related.
• Strong operations knowledge – well versed in solutioning for clients as well as understanding of onboarding, remediation and implementation processes. 
• Exceptional client relationship skills, with a proven ability to lead conversations at senior levels and manage executive-level stakeholders.
• A critical thinker able to drive alignment across diverse stakeholder groups and deliver results.

 

At BNY, our culture speaks for itself. Here’s a few of our awards: