Vice President, Client Implementation / Projects

BNY Mellon

$150K — $180K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience; advanced degree preferred.
  • 7-10 years of relevant work experience preferred.
  • Background in performance measurement or financial services preferred.
  • Experience in project management or client-facing roles favored.
  • Strong written and communication skills essential.
  • Proficiency in Excel and SQL required.

Responsibilities

  • Onboard clients onto the Performance platform and lead conversion processes.
  • Ensure client satisfaction by monitoring performance return accuracy and operating model efficiency.
  • Provide strategic solutions and document procedures for complex situations.
  • Lead project management for onboarding, including reporting, issue tracking, and documentation.
  • Manage complex conversions for institutional clients, ensuring accuracy in performance data.
  • Coordinate across departments to address client transition needs and develop workflows.

Benefits

  • Highly competitive compensation and benefits package.
  • Access to flexible global resources and tools for personal wellbeing.
  • Support for health, personal resilience, and financial goals through employee programs.
  • Generous paid leaves, including volunteer time to support family needs.
Full Job Description
Job Description

Vice President, Client Implementation / Projects

We're seeking a future team member for the role of Vice President, Client Implementation / Project to join our team. This role is located in Pittsburgh, PA (4 days in office per week).

In this role, you'll make an impact in the following ways:
  • Role onboards clients onto the Performance platform and serves as the performance lead during the conversion process. Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of performance return accuracy, operating model efficiency as well as the direct client experience. Provides consultative support of complex situations for internal and external clients.
  • Provides leadership and recommendations for strategic solutions, issue resolution and training to assist with documentation of procedures. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvements based on post-mortem transition analysis.
  • Leads project management activities for the onboarding/transition/conversion such as reporting performance results, issue / risk tracking, effort estimation and other project documentation preparation. Contributes to the achievement of team, program and business objectives.
  • Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of performance measurement, middle office, custody and accounting processing activities. Completes an accurate conversion of performance data for daily or monthly valuation clients. Reviews operational control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
  • Coordinates across firm-wide resources (operations, product, technology, accounting, etc.) to ensure client transition/conversion needs are being addressed and develops processes/end to end workflows to ensure communication and alignment across teams.

To be successful in this role, we're seeking the following:
  • 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 performance measurement, Eagle technology, financial services or client-facing or project management roles preferred.
  • Strong written and communication skills required. Proficiency in excel and SQL required.


About the Team

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.

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