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Vice President, Client Processing - Trade Capture

BNY
Lake Mary, United Statesfull_timeVerifiedPosted 26 Mar 2026

About the role

Vice President, Client Processing 

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Vice President, Client Processing to join our Client Processing -Trade Capture team. This role is located in Lake Mary.

The Trade Capture group process and review a wide range of trades at a high level of accuracy within a controlled environment. Trade Capture daily tasks include:

  • trade processing for assigned funds using both automated and manual processing procedures,
  • preparing and ensuring that daily trade file is completed and accurate,
  • monitoring exception reports to identify and resolve errors,
  • reconciliation of trades booked to trade blotters.

 

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

  • Own the endtoend Trade Capture process, including task allocation, controls, quality, and risk management
  • Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
  • Build strong, trusted client relationships and ensure consistent, accurate service delivery
  • Ensure full compliance with BNY Mellon policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
  • Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
  • Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
  • Identify process risks and errors, ensure rootcause analysis, and implement sustainable corrective actions
  • Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
  • Lead and coordinate business and change initiatives impacting daytoday operations

 

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

  • Bachelor’s degree in finance, science or similar with 6+ years of relevant experience, 
  • Experience in process management is an asset,
  • Organizational skills and ability to handle high volume of tasks with tight deadlines,
  • An effective communicator on all levels with solid presentation skills,
  • Knowledge of financial instruments - both listed and unlisted,
  • Excellent problem solver with sound prioritization & time management skills,

  • Proficient in English with strong verbal and written communication skills.


At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

 

 Here’s a few of our recent awards: 

  • America’s Most Innovative Companies, Fortune, 2025

  • World’s Most Admired Companies, Fortune 2025

  • “Most Just Companies”,

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Company

BNY

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