Pershing X, Senior Vice President, Client Implementations

at  BNY Mellon

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.
This opportunity is for a Lead 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 Lead 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:

5+ 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.
7-10 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.
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, 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

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.

Please refer the Job description for details