Senior Vice President, Client Onboarding/Transitions/Conversions/KYC Manager

at  BNY Mellon

Overview
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre 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 welcome you to apply! When applying to this general posting, our expert BNY Talent Acquisition Team may also review your resume for consideration across other open roles within the company.
We’re seeking future team members for our Sanctions and SAR Control with roles located in Pittsburgh, PA in Hybrid positions.

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.

IN THIS ROLE, YOU’LL MAKE AN IMPACT IN THE FOLLOWING WAYS:

Manages multiple teams responsible for advising clients or providing project management support for onboarding/transition/conversion projects.
Manages the performance of assigned staff.
Coaches and guides on project management.
Sets departmental priorities and allocates resources to align with business objectives and annual plan.
Identifies and solves complex, operational and organizational problems leveraging the appropriate resources within or outside client onboarding/transitions/conversions.
Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.
Determines how to operationalize functional strategy across subordinate teams.
Develops area objectives and ensures activities align with established goals and objectives.
Determines the key business drivers and factors that maximize team performance.
Coaches and guides assigned staff on improving the execution of client onboarding/transitions/conversions and achievement of goals.
Coordinates all teams to ensure all clients are onboarded in a timely, efficient manner.
Ensures that all activities meet required regulatory compliance standards.
Anticipates regulatory developments and develops compliance measures.
Determines how activities should be integrated across teams, including product, technology and client services, and manages the required hand-offs across teams.
Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team.
Provides feedback at the most critical times.
Resolves complex client onboarding/transition/conversion issues for key clients.
Manages a team or multiple teams of professionals, including coaching, performance management and resource allocation.
Develops and oversees the achievement of multiple teams or area objectives.
Responsible for the financial resources of the area, ensuring adherence to budget and management of expenses.
Focus is on daily, short-term goal achievement, but contributes to longer-term objectives.

TO BE SUCCESSFUL IN THIS ROLE, WE’RE SEEKING THE FOLLOWING:

Bachelors degree or the equivalent combination of education and experience is required.
7-10 years of total work experience and at least
1-3 years of management experience 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