Vice President, Client Onboarding/Tax Documentation Validation Manager at BNY

Wrocław, Lower Silesian Voivodeship, Poland -

Full Time

Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

0.0

Posted On

14 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

People Leadership, Project Management, Client Onboarding, Tax Documentation, Data Analysis, Risk Management, Compliance, Consultative Skills, Communication, Process Improvement, Team Development, Workflow Optimization, Performance Metrics, Stakeholder Engagement, Operational Issues, System Transitions

Industry

Financial Services

Description

Corporate title: Vice President, Client Onboarding/Transitions/Conversions/KYC I At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Onboarding/Tax Documentation Validation Manager to join our team. This role is located in Wroclaw, Poland. In this role, you'll make an impact in the following ways: Directly manage and develop a team of 10+ members, fostering a high-performance culture. Manage account openings and closures and oversee system transitions and conversions. Ensure all SLAs are achieved, managing the end-to-end success of large, complex client transitions and conversions. Provide expert consultative support to internal stakeholders and senior management on complex client and operational issues. Lead project management activities including planning, reporting, risk and issue tracking, scheduling, effort estimation, and documentation. Identify process gaps and quality issues, recommending and implementing improvements. Regularly review workflows and procedures to optimize client experience while maintaining regulatory, compliance, and risk standards. Drive process improvements through data analysis and performance metrics. To be successful in this role, we're seeking the following: Proven people leadership experience managing teams of 10 or more Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred. 5-8 years of relevant work experience, preferably in securities, financial services, client-facing, or project management roles Excellent communication and consultative skills to engage with senior management and stakeholders. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 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. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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Responsibilities

Manage and develop a team of over 10 members while overseeing account openings, closures, and system transitions. Ensure the success of complex client transitions and provide expert support to stakeholders on operational issues.