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Vice President, Client Engagement Project Manager, Premier Client Solutions
4 months ago
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 banks work with us as we lead and serve our customers into the new era of digital.
With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.
As a leading wealth manager, BNY Mellon 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 Vice President, Client Engagement Project Manager, Premier Client Solutions to join our Wealth Management team. The role is located in Pittsburgh, PA and is eligible for flexible work arrangement.
In this role, you'll make an impact in the following ways:
* 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. Applicants for this role must have great articulation, client focus, communication and project management skills.
* 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.
* Independently onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system.
* Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
* Ensures all SLAs are met.
* Ensures client receives all necessary training or conducts the training him/herself.
* Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
* Contributes to development of new processes or procedures
* Contributes to the achievement of team and area objectives.
* Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
* Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client transition/conversion needs are being addressed and develops processes to ensure communication and alignment across teams.
* Ensures activities meet all compliance, legal and regulatory requirements.
* May facilitate legal negotiation or document review.
* 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.
* No direct reports.
* Allocates work to and monitors the work quality of others assigned to the client.
* Leads process improvements based on post-mortem transition analysis.
To be successful in this role, we're seeking the following:
* Bachelors degree or the equivalent combination of education and experience is required.
* Must have 5-10 years experience in Project Management and/or Wealth Management
* Attention to detail, client focused, presentation skills, excellent written and verbal communication skills is required
At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:
* Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
* Bloomberg's Gender Equality Index (GEI)
* Best Places to Work for Disability Inclusion, Disability: IN - 100% score
* 100 Best Workplaces for Innovators, Fast Company
* Human Rights Campaign Foundation, 100% score Corporate Equality Index
* CDP's Climate Change 'A List'
Our Benefits:
BNY Mellon 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 that can support you and your family through moments that matter.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
