Pershing X, Vice President, Client Implementations II
Company: BNY Mellon
Location: Pennington
Posted on: April 28, 2024
Job Description:
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
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
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:
- 3+ 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.
- 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.
- 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 Campaign Foundation, Corporate Equality Index,
2023
- --- Dow Jones Sustainability Indices, Top performing company
for Sustainability, 2023
- --- Forbes Blockchain 50, 2023
- 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. Experience in securities, financial services or
client-facing or project management roles preferred. Applicable
local/regional licenses or certifications as required by the
business.BNY Mellon 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 BNYM 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.
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.
Keywords: BNY Mellon, Hamilton , Pershing X, Vice President, Client Implementations II, Executive , Pennington, New Jersey
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