Vice President, Client Operations

BNY Mellon • Houston, TX

6d • $69,000 - $153,000

About The Position

BNY is seeking a Vice President, Client Operations to join its Corporate Trust team in Pittsburgh, Pennsylvania. The role leads day-to-day client-facing custody operations and serves as a primary contact for assigned institutional clients, process queries, escalations, and senior stakeholder communications. It oversees end-to-end trade processing through settlement, including task allocation, controls, quality, and risk management. The position also handles wire payments and cash movements, SWIFT messaging, bond market settlement support, tax documentation coordination, client reporting, and query resolution within service-level agreements. The role ensures compliance with internal controls, regulatory requirements, and audit standards while identifying opportunities to improve processes and support automation and efficiency initiatives.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• Typically 8–10 years of experience in corporate trust or a client-facing role, with understanding of wires, payments, and custody operations.
• Working knowledge of domestic and cross-border wire payment processing is preferred.
• Understanding of SWIFT messaging standards and MT/MX message types used in payments and securities settlement.
• Hands-on experience with bond market settlement processes, including the fixed-income trade lifecycle, corporate actions, and fails or claims.
• Practical exposure to syndicate loan operations, including drawdowns, rollovers, and agency servicing.
• Excellent verbal and written communication skills and the ability to manage client relationships professionally.
• Strong analytical and problem-solving skills with high attention to detail.
• Ability to work under pressure, manage multiple priorities, and meet strict deadlines.
• Proficiency in MS Office, including Excel and Outlook.

Nice To Haves

• Advanced degree or professional certifications in finance or business administration.
• Familiarity with custody or settlement platforms.

Responsibilities

• Lead day-to-day client-facing custody operations.
• Serve as an escalation contact, resolve issues, and coordinate teams to find solutions to client queries.
• Own end-to-end trade processing through settlement, including task allocation, controls, quality, and risk management.
• Act as the primary contact for process queries, client escalations, and senior stakeholder communication.
• Serve as the primary contact for assigned institutional clients, managing day-to-day custody deal servicing and query resolution.
• Process, review, and monitor wire payments and cash movements to ensure accuracy and timely execution.
• Interpret, generate, and troubleshoot SWIFT MT and MX messages related to trade settlement and cash or securities movements.
• Coordinate timely trade settlement with internal teams, monitor cash and par position breaks, and drive resolution of outstanding breaks.
• Support bond market settlement activities, including trade matching, fails management, and coupon and redemption processing.
• Coordinate with the internal tax team and clients to ensure portfolios are fully tax documented and compliant.
• Coordinate between clients and internal operations teams to research, track, and resolve client queries within SLA.
• Maintain working relationships with clients, counterparties, and correspondent banks.
• Prepare client reporting, respond to inquiries, and escalate issues appropriately to ensure SLA adherence.
• Identify process improvement opportunities and support automation and efficiency initiatives.
• Ensure activities comply with internal controls, regulatory requirements, and audit standards.

Benefits

• Competitive compensation and benefits, with wellbeing programs.
• Flexible global resources and tools.
• Paid leaves, including paid volunteer time, vacation, and sick time, subject to eligibility and position.
• 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 for themselves and eligible dependents.

What This Job Offers

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