Vice President, Client Engagement Project Manager, Premier Client Solutions
2 weeks ago
As a leading global financial services company 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, communities and people everywhere.
Through our unique ideas and talents, together we help make money work for the world. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.
We’re seeking a future team member for the role of Client Engagement Project Manager, Premier Client Solutions to join our Wealth Management team. Premier Client Solutions is a highly visible and high-performance driven team in Wealth Management that works with our front office partners and operational teams to ensure our clients have a smooth and seamless client onboarding experience.
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.
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.
Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
Leads process improvements based on post-mortem transition analysis.
Applicants for this role must have great articulation, client focus, communication and project management skills.
~ Bachelor’s Degree or the equivalent combination of education and experience is required
~7-10 years of total work experience preferred
~ Experience in financial services, client facing, or project management roles preferred
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
~ Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
~“BNY 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, 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.
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