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Vice President, Digital Client Experience

4 months ago


Lake Mary Florida, Seminole County, FL, United States BNY Mellon Full time

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.

We’re seeking a future team member for the role of Vice President, Client Education/Training II to join our Digital Client Experience team. This role is a hybrid work schedule (3 days a week in office), and can be located out of our Lake Mary, FL office.

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

  • Analyze manual transaction and inquiry data to craft digital adoption opportunities for our clients, while working with cross-functional teams to support clients on an ongoing basis and manage a book of business
  • Partner with Clients and Internal Stakeholders on the recommendation of process improvements associated with a more digitized instruction method
  • Project manages large client implementations for complex products, services and platforms or for global clients
  • Manages the implementation and set-up of complex products and services to the most mature platforms by providing project management support directly to clients
  • Assists clients in thinking through the best BNY Mellon solution for them and how to migrate from an existing operating platform to a BNY Mellon strategic platform
  • Project manages internal BNY Mellon teams by executing project plan assignments, coordinating completion of work with other areas of the bank that have project, responsibilities and escalating projects risks to the bank, as appropriate
  • Works with internal utilities, such as tax and document management, to set up treasury accounts, electronic banking services and products.
  • May assist with the contract negotiation process as it relates to service level definitions and KPIs

To be successful in this role, we’re seeking the following:

  • Bachelor’s degree or the equivalent combination of education and experience is required.
  • 6-8 years of work experience in Securities Services
  • Knowledge of SWIFT, Secure File Transfer Protocol (sFTP), and Application Programming Interfaces (APIs)
  • Knowledge of various investment products and operational mechanics associated with the settlement of equities, fixed income, repurchase agreements, derivatives, collateral, and foreign exchange

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’ 
  • Forbes Blockchain 50  

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 - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 

#LIHybrid