Vice President, Business Planning and Analysis

BNY Mellon • Pittsburgh, PA

13d

About The Position

At BNY, our culture allows us to run our company better and enables employees’
growth and success. As a leading global financial services company at the heart
of the global financial system, we influence nearly 20% of the world’s
investible assets. Every day, our teams harness cutting-edge AI and breakthrough
technologies to collaborate with clients, driving transformative solutions that
redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet
advanced technology and exceptional talent. Together, we power the future of
finance – and this is what #LifeAtBNY is all about. Join us and be part of
something extraordinary.

We’re seeking a future team member for the role of Vice President, Business
Planning and Analysis to join our Wealth Management team. This role is located
in Pittsburgh, PA.

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

Premier Client Solutions is a highly visible and high-performance driven team
in BNY wealth that works as a liaison between our front office partners and
operational teams in new funding engagements, ensuring our clients have a
smooth and seamless client experience. 
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.
Responsible for the 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
training to assist with documentation, quality review and submission of
documents.
Obtains and reviews the appropriate documentation and reference data and
ensures regulatory aspects of AML and KYC are completed prior to opening
accounts. 
Ensures all SLAs are met.
Marshals firm-wide resources (product, technology, marketing, compliance,
teams, etc.) to ensure client transition/conversion needs are being addressed
and develops processes to ensure communication and alignment across teams.
Regular review and appraisal of workflows and procedures to provide optimum
client experience and appreciation of regulatory, compliance and risk
environment.
Leads process improvements based on post-mortem transition analysis.
Contributes to the achievement of team and area objectives.
No direct reports.

Requirements

• Applicants for this role must have great articulation, client focus, communication and project management skills.
• Bachelor’s Degree or the equivalent combination of education and experience is required
• 7-10 years of total work experience preferred
• Experience in financial services, client facing, or project management roles preferred

Responsibilities

• 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.
• Responsible for the 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 training to assist with documentation, quality review and submission of documents.
• Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
• Ensures all SLAs are met.
• Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client transition/conversion needs are being addressed and develops processes to ensure communication and alignment across teams.
• Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
• Leads process improvements based on post-mortem transition analysis.
• Contributes to the achievement of team and area objectives.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level