Financial Services Manager

3 weeks ago

Liverpool, Liverpool, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full time
Job Title: Manager, Investor Reporting

About the Role:

We are seeking a highly skilled and experienced Manager, Investor Reporting to join our Pershing team. As a key member of our operational team, you will be responsible for managing the production and distribution of investor reporting, including CGT and Income Reporting.

Key Responsibilities:

  • Manage an operational team to ensure timely and accurate production of investor reporting.
  • Develop and implement policies and processes to ensure high-quality reporting and exceed client expectations.
  • Maintain effective working relationships with third-party vendors to ensure accurate and timely reporting.
  • Recruit, direct, motivate, and develop staff to maximize their individual contribution and professional growth.
  • Ensure all client queries are reviewed and resolved in line with expectations and deliver a high level of client service.
  • Maintain departmental control models, produce MI, and monitor KRIs to ensure regulatory breaches are minimized.
  • Coordinate testing and ensure test scripts are up to date and reflective of live processes.
  • Keep up to date with industry developments and changes.

Requirements:

  • Experience of managing multi-disciplinary teams, ideally across multiple locations.
  • Direct experience of dealing with a wide range of employee relations activities.
  • Strong operational knowledge and experience of reporting to investors within the financial services industry.
  • Strong systems skills and ability to define MI and manipulate data (ideally intermediate+ Excel).

About BNY Mellon:

BNY Mellon is a leading global financial services company with a rich history and industry firsts. We offer a culture that empowers you to grow, take risks, experiment, and be yourself. Our inclusive culture has earned us numerous awards, including Fortune World's Most Admired Companies and Top for Diversity and Inclusion.

Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. We provide access to flexible global resources and tools for your life's journey, including generous paid leaves that can support you and your family through moments that matter.

  • Practice Manager

    2 days ago

    Liverpool, Liverpool, United Kingdom Synchronicity Financial Services Full time

    We are seeking a highly skilled Practice Manager to join our team at Synchronicity Financial Services. As a key member of our operations team, you will play a crucial role in the day-to-day management of our practice, ensuring seamless delivery of our services and continuous improvement of our operational efficiency.The successful candidate will have...

  • Financial Services Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    Job Title: Audit & Accounts ManagerThis is an exciting opportunity for a seasoned Audit & Accounts Manager to join a reputable firm in the professional services industry. As a key member of the team, you will be responsible for leading and managing audit and accounting projects, providing expert financial advice to clients, and overseeing the delivery of...

  • Financial Services Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    Job Title: Audit & Accounts ManagerThis is an exciting opportunity for a seasoned Audit & Accounts Manager to join a reputable firm in the professional services industry. As a key member of the team, you will be responsible for leading and managing audit and accounting projects, providing expert financial advice to clients, and overseeing the delivery of...

  • Financial Services Manager

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    About the RoleThis is an exciting opportunity for an experienced Audit & Accounts Manager to join a leading firm in the professional services industry. As a key member of the team, you will be responsible for leading and managing audit and accounting projects, providing expert financial advice to clients, and overseeing the delivery of high-quality financial...

  • Financial Services Manager

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    About the RoleThis is an exciting opportunity for an experienced Audit & Accounts Manager to join a leading firm in the professional services industry. As a key member of the team, you will be responsible for leading and managing audit and accounting projects, providing expert financial advice to clients, and overseeing the delivery of high-quality financial...

  • Financial Services Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    Job DescriptionThe Accounts & Audit Manager will be responsible for planning and executing audits, reviewing financial statements, and providing proactive support to clients. This role requires a strong understanding of financial regulations and a proactive approach to identifying and mitigating risks.Key Responsibilities:Develop and implement audit plans to...

  • Financial Services Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    Job DescriptionThe Accounts & Audit Manager will be responsible for planning and executing audits, reviewing financial statements, and providing proactive support to clients. This role requires a strong understanding of financial regulations and a proactive approach to identifying and mitigating risks.Key Responsibilities:Develop and implement audit plans to...

  • Procurement Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Purchase to Pay Manager Job DescriptionAcorn Insurance & Financial Services LTD is seeking a highly skilled Purchase to Pay Manager to join our team. As a key member of our Finance department, you will be responsible for overseeing the entire procurement to payment process, ensuring seamless execution and maximum efficiency.Key Responsibilities:Develop and...

  • Procurement Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Purchase to Pay Manager Job DescriptionAcorn Insurance & Financial Services LTD is seeking a highly skilled Purchase to Pay Manager to join our team. As a key member of our Finance department, you will be responsible for overseeing the entire procurement to payment process, ensuring seamless execution and maximum efficiency.Key Responsibilities:Develop and...

  • Financial Services Manager

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    This is an exciting opportunity for a seasoned Audit & Accounts Manager to take on a leadership role within a reputable firm in the professional services industry. The successful candidate will be responsible for leading audit and accounting projects, providing expert financial advice to clients, and overseeing the delivery of high-quality financial...

  • Financial Services Product Manager

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Very Group Full time

    Financial Services Product ManagerWe are seeking a highly skilled Financial Services Product Manager to join our team at The Very Group. As a key member of our Financial Services team, you will be responsible for developing and implementing financial services strategies that drive business growth and customer satisfaction.Your primary focus will be on...

  • Financial Services Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    Audit & Accounts Manager OpportunityThis is a fantastic chance for an experienced Audit & Accounts Manager to take their career to the next level in the professional services industry. The successful candidate will be instrumental in leading a team within a large independent firm based in Liverpool.About the RoleThe Audit & Accounts Manager will be...

  • Financial Services Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Michael Page Finance Full time

    Audit & Accounts Manager OpportunityThis is a fantastic chance for an experienced Audit & Accounts Manager to take their career to the next level in the professional services industry. The successful candidate will be instrumental in leading a team within a large independent firm based in Liverpool.About the RoleThe Audit & Accounts Manager will be...

  • Financial Services Product Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Very Group Full time

    Financial Services Product Trading ManagerWe are seeking a dynamic and results-driven Financial Services Product Trading Manager to join our team at The Very Group. As a key member of our Financial Services team, you will play a crucial role in developing and implementing financial services offers that support trading and financial income across our...

  • Financial Services Product Manager

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Very Group Full time

    Financial Services Product Trading ManagerWe are seeking a dynamic and results-driven Financial Services Product Trading Manager to join our team at The Very Group. As a key member of our Financial Services team, you will play a crucial role in developing and implementing financial services offers that support trading and financial income across our...

  • Customer Service Representative

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Job Title: Customer Service RepresentativeAt Acorn Insurance & Financial Services LTD, we are seeking a highly skilled and motivated Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving their queries and concerns in a timely...

  • Customer Service Representative

    4 weeks ago

    Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Job Title: Customer Service RepresentativeAt Acorn Insurance & Financial Services LTD, we are seeking a highly skilled and motivated Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients, resolving their queries and concerns in a timely...

  • Product Development Manager

    2 weeks ago

    Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    About the Role:We are seeking a skilled Product Development Manager to join our team at Acorn Insurance & Financial Services LTD. As a key member of our Digital team, you will be responsible for driving the development of our digital products and improving customer experiences.Key Responsibilities:Develop and implement product roadmaps to drive business...

  • Financial Services Product Manager

    3 weeks ago

    Liverpool, Liverpool, United Kingdom The Very Group Full time

    About the RoleWe are seeking a highly skilled Financial Services Product Manager to join our team at The Very Group. As a key member of our Financial Services team, you will be responsible for developing and implementing financial services offers that support trading and financial income.Key ResponsibilitiesConduct business-as-usual (BAU) activity, including...

  • Financial Manager

    3 weeks ago

    Liverpool, Liverpool, United Kingdom Liverpool Women's NHS Foundation Trust Full time

    Clinical Services Financial ManagementThe successful candidate will be responsible for supporting the Income and Contracts Manager in the negotiation of clinical service contracts with Commissioners, providing financial and activity analyses to develop contract and negotiation strategies.Key responsibilities include monitoring the Trust's compliance with...