Vice President, Client Operations Manager
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 and champions, 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, Client Operations Manager to join our team. This role is located in Los Angeles, CA.
Requirements
- Bachelor’s degree in business, Finance, or a related field.
- 4-7 years of securities brokerage experience and 0-1 years of management experience.
- Strong leadership and team management skills.
- Excellent analytical and problem-solving abilities.
- Effective communication and interpersonal skills for client interaction and collaboration across teams.
Nice To Haves
- Advanced degrees, FINRA securities licenses or relevant certifications are a plus.
- Experience in Registered Investment Advisory (RIA) client operations and/or client services is preferred.
Responsibilities
- 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’s 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.
Benefits
- generous paid leaves
- paid volunteer time
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What This Job Offers
Job Type
Full-time
Career Level
Manager
