Vice President, Client Onboarding / KYC - Military veterans preferred

~Vice President, Client Onboarding~

Bring your ideas. Make history.  

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.  

With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.  

We’re seeking a future team member for the role of Vice President I, to join our Middle Office, Account Onboarding team. This role is located in Lake Mary, Fl and will be working in a hybrid capacity. (3 days a week in the office). 

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

• Independently onboards clients into the system,  drive and execute internal testing, execute client joint testing, and handles conversions to the system. Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions. 
• 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 onboarding.
• 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. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement. 
• Leads  large 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 Middle Office systems in order to provide  daily, weekly, or monthly valuation clients. Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process. 
• Possible direct reports; acts as a Team Lead and provides guidance to less experienced colleagues. Allocates work to and monitors the work quality of others assigned to the client. Leads process improvements based on post-mortem transition analysis. May have people management responsibilities in some geographies.
• Responsible for large complex, mature and/or global clients or more complex platforms; contributes to the achievement of 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/graduate degree preferred. 

• Experience in Middle Office, Asset Servicing, Marketable and Derivative securities, financial services with client-facing or project management roles preferred. 
• Applicable local/regional licenses or certifications as required by the business.

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

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion  
• Bloomberg’s Gender Equality Index (GEI) 
• , Disability: IN – 100% score  
• 100 Best Workplaces for Innovators, Fast Company 
• Human Rights Campaign Foundation, 100% score Corporate Equality Index 
• CDP’s Climate Change ‘A List’ 
• Forbes Blockchain 50  

Our Benefits:  

BNY Mellon 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 that can support you and your family through moments that matter.  

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 

 

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 & 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.