Vice President, Client Operations Manager

BNY Mellon

$120K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, Finance, or a related field
  • Advanced degree or relevant certifications are a plus
  • 4-7 years of securities brokerage experience
  • 0-1 years of management experience
  • Experience in RIA client operations and/or client services is preferred
  • Strong leadership and team management skills
  • Excellent analytical and problem-solving abilities

Responsibilities

  • Lead the client operations and reporting team, promoting continuous improvement and excellence
  • Develop and implement strategies to improve client service delivery through best practices
  • Collaborate with cross-functional teams to streamline processes and enhance operational efficiency
  • Serve as primary contact for key clients, addressing their needs professionally
  • Monitor performance metrics to identify improvement areas and implement corrective actions
  • Ensure compliance with regulatory requirements and maintain operational integrity

Benefits

  • Highly competitive compensation
  • Flexible global resources and tools for personal and professional journey
  • Focus on health and personal resilience
  • Generous paid leaves, including paid volunteer time
  • Support for family through important personal moments
Full Job Description
We're seeking a future team member for the role of Vice President, Client Operations Manager. This role is located in Lake Mary, FL. In this role, you'll make an impact in the following ways: - Lead the client operations and reporting team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles - Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions - Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting - Serve as the primary point of contact for key clients, addressing their needs and concerns with professionalism and expertise - Monitor and analyze performance metrics to identify areas for improvement and implement corrective actions to enhance client satisfaction - Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management To be successful in this role, we're seeking the following: - Bachelor's degree in business, Finance, or a related field - Advanced degree or relevant certifications are a plus - 4-7 years of securities brokerage experience and 0-1 years of management experience - Experience in Registered Investment Advisory (RIA) client operations and/or client services is preferred - Strong leadership and team management skills - Excellent analytical and problem-solving abilities - Effective communication and interpersonal skills for client interaction and collaboration across teams 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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