Vice President, Client Onboarding/Transitions/Conversions/KYC II

Vice President, Client Onboarding/Transitions/Conversions/KYC II

13 Oct
|
BNY Mellon
|
Manchester

13 Oct

BNY Mellon

Manchester

Job description

Overview

Vice President, II

At BNY, our culture empowers you to grow and succeed. As a leading global financial servicespany 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,munities 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, to join our Middle Office, Account Onboarding team.

This role is located in Manchester, UK 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,plex transitions / conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience.

Provides consultative support ofplex situations for internal and external clients.

- Provides leadership and rmendations 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 rmendations for improvement.

Leads largeplex conversion activities related to a mix ofplex institutional client relationships requiring the in-depth understanding of custody and accounting processing 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 largeplex, mature and / or global clients or moreplex 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 equivalentbination of education and experience is required. Advanced / graduate degree preferred.
- Experience in securities, financial services or client-facing or project management roles preferred.
- Applicable local / regional licenses or certifications as required by the business.

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

- America's Most Innovativepanies, Fortune, 2024
- World's Most Admiredpanies,





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 Justpanies", Just Capital and CNBC, 2024

- Dow Jones Sustainability Indices, Top performingpany for Sustainability, 2024
- Bloomberg's Gender Equality Index (GEI), 2023

Our Benefits and Rewards :

BNY offers highlypetitivepensation, 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..

Employer Description :

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 and safeguards nearly one-fifth of the world's financial assets.

BNY Mellon remains one of the safest, most trusted and admiredpanies.





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 amitment to doing what is right that continues to set us apart.

Make your mark : bnymellon / careers.

Job ID 52326

▶️ Vice President, Client Onboarding/Transitions/Conversions/KYC II
🖊️ BNY Mellon
📍 Manchester

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Vice President, Client Onboarding/Transitions/Conversions/KYC II

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