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Vice President, Client Engagement Project Manager, Premier Client Solutions

1 month ago

Pittsburgh, United States BNY Full time

At BNY, our culture empowers you to grow and succeed. 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.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

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 Vice President, Client Engagement Project Manager, Premier Client Solutions to join our Wealth Management team. This role is located in Pittsburgh, PA - HYBRID.

In this role, you'll make an impact in the following ways:

  • 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.
  • Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
  • 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.
  • Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened.
  • Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities.
  • Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients.
  • Contributes to development of new processes or procedures for required analytics. Applies processes to gather, organize and review operational data/metrics; analyzes and synthesizes the data; compiles the data into reports or presentations.
  • 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.
  • Acts as a Team Lead and provides guidance to less experienced colleagues.
  • Allocates work to and monitors the work quality of others assigned to the client.
  • Leads process improvements based on post-mortem transition analysis.
  • May have people management responsibilities in some geographies.
  • Responsible for complex, mature and/or global clients or more complex platforms.
  • Contributes to the achievement of team and area objectives.

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, our culture speaks for itself. Here's a few of our awards:

  • America's Most Innovative Companies, Fortune, 2024
  • World's Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score,
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score,
  • "Most Just Companies", Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg's Gender Equality Index (GEI), 2023


Our Benefits and Rewards:

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.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: .