Job Description
The proposed Head of Advisor Onboarding & Transition Management is a net new role created to build and lead a centralized onboarding and transition capability across the Wealth platform. The purpose of the role is to support organic and inorganic growth by delivering a seamless, high-touch onboarding experience for newly recruited advisors, their support teams, and their HNW/UHNW clients, while coordinating end-to-end execution across business, operations, technology, compliance, risk, legal, product, and client service partners.
This role has already been designed as a re-imagined, scalable solution to replace fragmented transition ownership with centralized accountability, governance, and execution discipline. While AI and automation may support workflow management, reporting, and process efficiency, they will not replace the need for an experienced leader who can manage complex transitions, influence stakeholders, mitigate risk, and protect the advisor and client experience. Internal mobility should be considered, but the pool of candidates with the necessary combination of transition, program management, and Wealth expertise may be limited. This is not a role for early career talent.
The role has meaningful control, regulatory, and revenue significance because advisor onboarding and book transitions affect client relationships, compliance processes, operational execution, and speed to productivity. Strong execution in this role supports advisor retention, client retention, book conversion success, and recruiting outcomes, while reducing the risk of transition failures and reputational harm. Approval is recommended because this net new role establishes a critical capability required to support growth, scale, and a more effective future-state Wealth operating model.
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 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 employee's 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 "at will" 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.
