BNY Mellon
Pershing X, Vice President, Client Implementations II
BNY Mellon, Pennington, New Jersey, us, 08534
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.
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.
Position Overview:This opportunity is for a 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.
Responsibilities:
Independently onboard new and existing broker dealers and advisory firms onto the Pershing X platform.Project manage 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 program manager perspective, compiling milestones and dependencies 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.Provide consultative support of complex situations for internal and external clients.Provide leadership and recommendations for client support and training to assist with documentation, quality review, and submission of documents.Ensure clients receive all necessary training and seamless transition to the support model.Participate in conversion activities related to complex institutional client relationships requiring understanding of custody and accounting processing activities.Marshal firm-wide resources to ensure client onboarding needs are being addressed and develop processes to ensure communication and alignment across teams.Ensure activities meet all compliance, legal, and regulatory requirements.May facilitate legal negotiation or document review.Regularly review and appraise workflows and procedures to provide optimum client experience.Identify significant gaps or quality issues in transition processes and make recommendations for improvement.Document new or update existing Standard Operating Procedures.Capture lessons learned and lead process improvements based on post-mortem transition analysis.
Preferred Experience/Qualifications:3+ years Project/Program Management work experience required.Experience leading large, complex, cross-functional projects or programs.Proficiency in Microsoft PowerPoint, Excel, SharePoint, Jira, Visio, MS Project.PMP certification a plus.
Qualifications:Bachelor's degree or the equivalent combination of education and experience is required.Advanced/graduate degree preferred.5-7 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.
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.
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
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.
Position Overview:This opportunity is for a 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.
Responsibilities:
Independently onboard new and existing broker dealers and advisory firms onto the Pershing X platform.Project manage 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 program manager perspective, compiling milestones and dependencies 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.Provide consultative support of complex situations for internal and external clients.Provide leadership and recommendations for client support and training to assist with documentation, quality review, and submission of documents.Ensure clients receive all necessary training and seamless transition to the support model.Participate in conversion activities related to complex institutional client relationships requiring understanding of custody and accounting processing activities.Marshal firm-wide resources to ensure client onboarding needs are being addressed and develop processes to ensure communication and alignment across teams.Ensure activities meet all compliance, legal, and regulatory requirements.May facilitate legal negotiation or document review.Regularly review and appraise workflows and procedures to provide optimum client experience.Identify significant gaps or quality issues in transition processes and make recommendations for improvement.Document new or update existing Standard Operating Procedures.Capture lessons learned and lead process improvements based on post-mortem transition analysis.
Preferred Experience/Qualifications:3+ years Project/Program Management work experience required.Experience leading large, complex, cross-functional projects or programs.Proficiency in Microsoft PowerPoint, Excel, SharePoint, Jira, Visio, MS Project.PMP certification a plus.
Qualifications:Bachelor's degree or the equivalent combination of education and experience is required.Advanced/graduate degree preferred.5-7 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.
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.
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