Pershing X, Vice President, Tax Management
3 months ago
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 #LifeAtBNY 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.
Wove is seeking a Vice President, Tax Management & Trading Product Manager to join the Pershing X | Wove Product Management team.
Leads product management, development and strategy for large and/or complex products. Usually assigned to product areas with high-growth potential and has fully developed core expertise on industry trends, market segments and competitor services/offerings. Develops ideas for new products. Ensures that risk, regulations, and market conditions are accounted for throughout the life-cycle of developed products. Analyzes complex client requirements and develops solutions that may include more than one product. Must understand the economics behind products and demonstrate business acumen.Independently manages the development, enhancement, and profitability of assigned products and performs both operational and marketing analysis to ensure profitability and penetration goals are met. Manages relationship with Operations, Technology, Risk, Compliance, Legal, etc. to ensure different requirements are met during the new product development, enhancement, delivery, strategy, and planning processes.Employs a client-focused, strategic approach to develop the business case for firm offerings in the marketplace through in-depth and complex analyses on client segments, competitive landscape and industry environment. Demonstrates in-depth and comprehensive knowledge of assigned products, the marketplace and client needs to drive product growth/development and maximize profitability.Creates product management roadmaps and establishes evaluation criteria and success metrics. Leads pricing, promotion, distribution strategies and competitive differentiators. Positions products for specific client segments, highlighting key benefits and competitive advantages. Engages with Sales and relationship Management in supporting business sales. Performs technical training, demonstration and develops user guides for clients while also preparing sales materials and training BNY professionals.Guides junior product managers and directs and works with operations and systems managers during product implementation to ensure operating plan goals are met.No direct reports. Provides guidance to less experienced colleagues as needed. May lead others on project teams.Contributes to the achievement of area objectives and profitability of assigned product(s).
Experience:
Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 years of total work experience preferred. Experience in Product Management, operations, client management preferred. MBA or CFA preferred. Product Leadership Certification preferred. Experience with trade, rebalancing, and tax management product technology preferred.
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, 2023-2024 · Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
· “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.
BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
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