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Pershing X, Director, Client Implementations
3 months ago
Overview
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 240 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.
Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business—thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people.
This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms.
Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform
Project manages Pershing X Implementations from a managed account perspective for custody/multi
- and non-custody clients
Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams
Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client
Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions
Responsible for 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 client support and training to assist with documentation, quality review and submission of documents
Ensures client receives all necessary training and seamless transition to Support model
Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities
Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding 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
Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement
No direct reports; provides guidance to less experienced colleagues
Documents new or updates existing Standard Operating Procedures
Captures lessons learned and leads process improvements based on post-mortem transition analysis
**Preferred Experience/Qualifications**:
7-10 years Project/Program Management work experience required
Experience leading large, complex, cross-functional projects or programs
Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project
PMP certification a plus
**Qualifications**:
Bachelors degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred.
12+ years of total work experience 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.
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, 2023
- Bloomberg’s Gender Equality Index (GEI), 2023 - Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023
- Human Rights
