Senior Vice President, Client Processing

BNY Mellon

$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent education and experience
  • 12-15 years total work experience preferred
  • 0-3 years management experience required
  • Demonstrated leadership and strategic planning experience
  • Local/regional licenses or certifications as required, including Series 99 license
  • Solid understanding of automation and AI tools
  • Proficient in Microsoft Office

Responsibilities

  • Develop and implement policies and processes for product/service quality
  • Identify and drive process improvements for operational efficiency
  • Lead and develop team members to maximize performance
  • Provide training and guidance to enhance team capabilities
  • Manage high-volume tasks collaboratively to meet deadlines

Benefits

  • Access to flexible global resources and tools
  • Focus on health and personal resilience
  • Generous paid leave including paid volunteer time
  • Participation in a competitive compensation package
  • Eligibility for annual discretionary incentive award
  • Enrollment in 401(k) plan and participation in medical, dental, vision, and life insurance plans
  • Various paid time off benefits including vacation and sick time
Full Job Description
Senior Vice President, Client Processing

We9re seeking a future team member for the role of Senior Vice President, Client Processing to join our Total Wealth Services Operations team. This role is located in Lake Mary, FL.

In this role, you9ll make an impact in the following ways:

This position is part of the Wealth Services Operations team, specifically within the Servicing Group. This role would be an individual contributor role reporting directly to the Group lead for Servicing. The team is responsible for client asset movement transactions involving cash and securities with a focus on risk management, compliance, and quality assurance. The team also provides valuable support to our Product and Engineering teams who support our asset movement processes and systems. The role involves management of strategic and tactical initiatives which are critical for the teams to achieve success. This may involve direct client engagement and will involve extensive collaboration with various departments across Pershing|BNY, enabling you to develop strong relationships and a broad internal network.

Process Improvement & Policy Development
  • Develop, improve, and implement policies and processes to maintain and exceed product/service quality standards.
  • Identify, champion, and drive process improvements to enhance stakeholder experience and operational efficiency.

Team Leadership & Development
  • Lead, recruit, motivate, and develop team members to maximize individual performance and foster effective collaboration.
  • Provide training and guidance to enhance team capabilities.
  • Manage high-volume and highly visible tasks collaboratively within the teams to meet deadlines in a fast-paced setting.

To be successful in this role, we9re seeking the following:
  • Bachelor9s degree or equivalent combination of education and experience.
  • 12-15 years of total work experience preferred, including 0-3 years in management.
    • Prior demonstrated leadership and strategic planning experience required.
  • Applicable local/regional licenses or certifications as required by the business.
    • Candidate will be required to obtain a Series 99 license within three months of hire.
  • Solid understanding and hands-on use of automation and AI tools
  • Experience using Microsoft Office

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 life9s 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 assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee9s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an 49at will49 position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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