Vice President, Client Onboarding/Transitions/Conversions/KYC II

Job description

Vice President, II

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We're seeking a future team member for the role of Vice President II, to join our Middle Office, Account Onboarding team. This role is located in Manchester, UK and will be working in a hybrid capacity. (3 days a week in the office).

In this role, you'll make an impact in the following ways:

• Independently onboards clients into the system, drive and execute internal testing, execute client joint testing, and handles conversions to the system. Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.


• Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience. Provides consultative support of complex situations for internal and external clients.


• Provides leadership and recommendations for onsite client support and onboarding.


• Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.


• Leads large complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities. Completes an accurate conversion of data on Middle Office systems in order to provide daily, weekly, or monthly valuation clients. Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.


• Possible direct reports; acts as a Team Lead and provides guidance to less experienced colleagues. Allocates work to and monitors the work quality of others assigned to the client. Leads process improvements based on post-mortem transition analysis. May have people management responsibilities in some geographies.


• Responsible for large complex, mature and/or global clients or more complex platforms; contributes to the achievement of team and area objectives.

To be successful in this role, we're seeking the following:

• Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.


• Experience in securities, financial services or client-facing or project management roles preferred.


• Applicable local/regional licenses or certifications as required by the business.

At BNY, our culture speaks for itself. Here's a few of our awards:

• America's Most Innovative Companies, Fortune, 2024


• World's Most Admired Companies, Fortune 2024


• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024


• Best Places to Work for Disability Inclusion , Disability: IN - 100% score, 2023-2024


• "Most Just Companies", Just Capital and CNBC, 2024


• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024


• Bloomberg's Gender Equality Index (GEI), 2023

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. .