BNY Mellon
Vice President, Client Onboarding & Integrations
BNY Mellon, Jersey City, New Jersey, United States, 07390
Overview
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 #LifeAtBNY is all about. We’re seeking a future team member for the role of Vice President, Client Onboarding and Implementations to join our Global Markets team. This role is located in Lake Mary, FL or New York, NY – Hybrid.
In this role, you’ll make an impact in the following ways:
Independently onboard clients onto the BNY/Pershing Institutional Alternatives Platform. Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions. Provide consultative support for a suite of products and offerings to internal and external clients. Product Manage the activities from conception to completion of integration. Identify significant gaps or quality issues in transition processes and make recommendations for improvement. Work with internal stakeholders across multiple control groups to ensure regulatory requirements are met.
To be successful in this role, we’re seeking the following: Bachelor’s degree or the equivalent combination of education and experience is required. 5+ years of total work experience in Client Transitions and/or Prime Brokerage. FINRA Series 7 and 99 licenses preferred. Experience working with Hedge Funds, Mutual Funds, ETFs, and other investment vehicles. Able to work in a fast-paced environment. Well organized, detail-oriented team player. Solid background in and understanding of the AML/KYC regulatory environment.
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.
Employer Description: 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 and 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: bnymellon.com/careers.
EEO Statement: 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. #J-18808-Ljbffr
In this role, you’ll make an impact in the following ways:
Independently onboard clients onto the BNY/Pershing Institutional Alternatives Platform. Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions. Provide consultative support for a suite of products and offerings to internal and external clients. Product Manage the activities from conception to completion of integration. Identify significant gaps or quality issues in transition processes and make recommendations for improvement. Work with internal stakeholders across multiple control groups to ensure regulatory requirements are met.
To be successful in this role, we’re seeking the following: Bachelor’s degree or the equivalent combination of education and experience is required. 5+ years of total work experience in Client Transitions and/or Prime Brokerage. FINRA Series 7 and 99 licenses preferred. Experience working with Hedge Funds, Mutual Funds, ETFs, and other investment vehicles. Able to work in a fast-paced environment. Well organized, detail-oriented team player. Solid background in and understanding of the AML/KYC regulatory environment.
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.
Employer Description: 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 and 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: bnymellon.com/careers.
EEO Statement: 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. #J-18808-Ljbffr