Senior Vice President, Commercial Planning & Execution
About The Position
This is a net-new role intended to build and lead a centralized onboarding and transition capability across BNY’s Wealth platform. The role supports organic and inorganic growth by providing a seamless, high-touch onboarding experience for newly recruited advisors, their support teams, and their high-net-worth and ultra-high-net-worth clients. It coordinates end-to-end execution across business, operations, technology, compliance, risk, legal, product, and client service partners. The position establishes centralized accountability, governance, and execution discipline to replace fragmented transition ownership. AI and automation may support workflow management, reporting, and process efficiency, but the role requires an experienced leader to manage complex transitions, influence stakeholders, mitigate risk, and protect advisor and client experience. Its work has control, regulatory, and revenue significance: effective execution can support advisor and client retention, successful book conversion, and recruiting outcomes while reducing transition failures and reputational harm. The role is intended to establish a capability needed to support growth, scale, and a future-state Wealth operating model.
Requirements
- Experienced leadership capability to manage complex transitions, influence stakeholders, mitigate risk, and protect advisor and client experience.
- Combination of transition, program management, and Wealth expertise; the role is not intended for early-career talent.
Responsibilities
- Build and lead a centralized onboarding and transition capability across the Wealth platform.
- Deliver a seamless, high-touch onboarding experience for newly recruited advisors, their support teams, and their HNW/UHNW clients.
- Coordinate end-to-end transition execution across business, operations, technology, compliance, risk, legal, product, and client service partners.
- Establish centralized accountability, governance, and execution discipline for advisor onboarding and transitions.
- Manage complex transitions, influence stakeholders, mitigate risk, and protect the advisor and client experience.
- Support advisor retention, client retention, book conversion success, and recruiting outcomes while reducing transition failures and reputational harm.
Benefits
- Competitive compensation and benefits, and wellbeing programs.
- Flexible global resources and tools.
- Paid leaves, including paid volunteer time.
- Potential eligibility for an annual discretionary incentive award.
- Eligible employees may enroll in a 401(k) plan.
- Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans.
- Eligible employees may receive paid time off benefits, including vacation and sick time.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
