Vice President, Client Onboarding/Transitions/Conversions/KYC Specialist
1 month ago
We are seeking a highly skilled and experienced Vice President to join our Middle Office, Account Onboarding team in Manchester, UK. This is a hybrid role, requiring days a week in the office.
Key Responsibilities- Independently onboard clients into the system, drive and execute internal testing, execute client joint testing, and handle conversions to the system.
- Responsible for the 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.
- Leads project management activities for the onboarding/transition/conversion, including reporting, planning, issue/risk tracking, scheduling, effort estimation, and day-to-day tracking.
- 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 in-depth understanding of custody and accounting processing activities.
- Possible direct reports; acts as a Team Lead and provides guidance to less experienced colleagues.
- Bachelor's degree or the equivalent combination 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.
BNY Mellon is a leading global financial services company with a rich history of innovation and industry firsts. We offer a dynamic and inclusive culture that empowers our employees to grow, take risks, and be themselves. Our company has been recognized for its commitment to diversity, equity, and inclusion, and we are proud to be a leader in the financial services industry.
-
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeVice President, II 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” -...
-
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeAs a key member of our Middle Office, Account Onboarding team, you will play a critical role in onboarding clients into our system, driving and executing internal testing, and handling conversions to the system. You will serve as an advisor to clients as they onboard, transition, or convert to/from our organization's products and solutions.Responsibilities...
-
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeAs a key member of our Middle Office team, you will play a critical role in driving the onboarding process for our clients. Your expertise in securities, financial services, and project management will be instrumental in ensuring seamless transitions and conversions.Key Responsibilities: Independently onboard clients into our system, drive and execute...
-
Vice President, Middle Office I
6 months ago
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeVice President 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” - % of the...
-
Senior Manager, Client Onboarding and Transition
3 weeks ago
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeAbout the RoleThe Bank of New York Mellon Corporation is seeking a highly skilled and experienced professional to join our Middle Office, Account Onboarding team as a Senior Manager, Client Onboarding and Transition. This role is located in Manchester, UK and will be working in a hybrid capacity.Key ResponsibilitiesIndependently onboard clients into the...
-
Manchester, United Kingdom BNY Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our AML Due Diligence team as a Vice President, Anti Money Laundering/Prevention/Know Your Client Manager II. This role is located in Manchester, UK and will be working in a hybrid capacity.Key ResponsibilitiesManage a large team of AML/KYC/Prevention staff assigned to...
-
Vice President Operations
7 days ago
Manchester, United Kingdom Walker Cole International Full timeWalker Cole International is searching for a Vice President - Operations on behalf of a pharmaceutical company specialising in global supply of pharmaceutical products. As the Vice President - Operations, you will be based in Europe leading manufacturing activities across the region for both commercial and clinical drug product supply.Key Responsibilities as...
-
Senior AML/KYC Manager
3 weeks ago
Manchester, United Kingdom The Bank of New York Mellon Corporation Full timeVice President, Anti Money Laundering/Prevention/Know Your Client Manager IIWe are seeking an experienced professional to lead our AML Due Diligence team in Manchester, UK.This role involves managing a large team of AML/KYC/Prevention staff responsible for researching, preparing, and reviewing client profiles for clients with varying risk and complexity...
-
Vice President, Middle Office Operations Lead
4 weeks ago
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our Middle Office Account Onboarding team as a Vice President. This role will be responsible for leading the testing and conversion of middle office operations, ensuring client satisfaction and quality of service.Key ResponsibilitiesLead JSIT, JUAT, and UAT testing for Middle...
-
Senior Vice President and Vice President
2 months ago
Manchester, United Kingdom The Bank of New York Mellon Corporation Full timeJob Title: Prudential Risk - Senior Vice PresidentWe are seeking a highly skilled and experienced professional to join our Risk team as a Prudential Risk - Senior Vice President. This role is located in Manchester and offers a hybrid work arrangement.About the Role:The Prudential Risk function identifies and analyzes financial risk regulations globally to...
-
Associate, Client
5 months ago
Manchester, United Kingdom BNY Mellon Full timeOverview 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...
-
Associate, Client
5 months ago
Manchester, United Kingdom The Bank of New York Mellon Corporation Full time**_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...
-
Middle Office Operations Vice President
3 weeks ago
Manchester, United Kingdom THE BANK OF NEW YORK MELLON CORPORATION Full timeLead Middle Office OperationsBNY Mellon is seeking a seasoned professional to lead Middle Office Operations. As a Vice President, you will be responsible for overseeing the testing and conversion of client data, ensuring seamless integration with our systems.Key Responsibilities:Responsible for JSIT, JUAT, and UAT testing for Middle Office Operations.Lead...
-
Manchester, United Kingdom BNY Mellon Full timeJob Title: Senior Vice President and Vice President of Risk ManagementWe are seeking a highly skilled and experienced Senior Vice President and Vice President of Risk Management to join our Risk team at BNY Mellon. As a key member of our team, you will be responsible for identifying and analyzing financial risk regulations globally, providing business and...
-
Onboarding Specialist
6 months ago
Manchester, United Kingdom Dupoin UK Ltd Full time**About Us** Dupoin UK Ltd is a UK-based FX/CFD broker headquartered in Manchester. It is a global financial technology company that aims to lead the global FX industry with transparent, fair, precise, and consistent trade execution. We are recruiting for an **Onboarding Specialist **to join our company headquartered in Manchester City Centre. **About the...
-
Vice President, Middle Office Manager II
1 month ago
Manchester, United Kingdom BNY Full timeJob Title: Vice President, Middle Office Manager IIWe are seeking a highly skilled and experienced professional to join our Middle Office, Account Onboarding team as a Vice President, Middle Office Manager II. This role is located in Manchester, UK and will be working in a hybrid capacity.Key Responsibilities:Resolve complex client challenges by working with...
-
Vice President of Sales
3 weeks ago
manchester, United Kingdom First Achieve Full timeVice President of Sales, Hybrid, Manchester, Up to £130k + Double OTE Ultimately, you are in sales to earn money. This company has had a very successful year in what can be described as a difficult market. This means, you will be joining a team that is succeeding and breaking into new territories. With a foundation already set, they want to expand their...
-
Vice President of Sales
2 months ago
Manchester, United Kingdom First Achieve Full timeVice President of Sales, Hybrid, Manchester, Up to £130k + Double OTEUltimately, you are in sales to earn money.This company has had a very successful year in what can be described as a difficult market.This means, you will be joining a team that is succeeding and breaking into new territories.With a foundation already set, they want to expand their team...
-
Vice President of Sales
2 months ago
Manchester, United Kingdom First Achieve Full timeVice President of Sales, Hybrid, Manchester, Up to £130k + Double OTEUltimately, you are in sales to earn money.This company has had a very successful year in what can be described as a difficult market.This means, you will be joining a team that is succeeding and breaking into new territories.With a foundation already set, they want to expand their team...
-
Vice President of Sales
2 months ago
Manchester,, Greater Manchester, United Kingdom First Achieve Full timeVice President of Sales, Hybrid, Manchester, Up to £130k + Double OTEUltimately, you are in sales to earn money.This company has had a very successful year in what can be described as a difficult market.This means, you will be joining a team that is succeeding and breaking into new territories.With a foundation already set, they want to expand their team...