Vice President, Middle Office Client Onboarding Specialist
3 weeks ago
As 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 internal testing, execute client joint testing, and handle conversions to the system.
- Provide consultative support to clients as they onboard/transition/convert to/from our organization's products and solutions.
- Lead project management activities for onboarding/transition/conversion, including reporting, planning, issue/risk tracking, scheduling, effort estimation, and day-to-day tracking.
- Identify significant gaps or quality issues in transition processes and make recommendations for improvement.
- Lead 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.
Requirements:
- Bachelor's degree or equivalent combination of education and experience 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.
About BNY Mellon:
BNY Mellon is a leading global financial services company with a strong culture of excellence. We offer a competitive compensation and benefits package, as well as opportunities for career growth and development. Our inclusive culture values diversity, equity, and inclusion, and we are committed to making a positive impact in the communities we serve.
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