Vice President, Client Processing Manager

BNY MellonLake Mary, FL
9d

About The Position

Vice President, Client Processing Manager 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, Client Processing Manager to join our Total Wealth Services Operations team. This role is located in Lake Mary, FL. In this role, you’ll make an impact in the following ways:

Requirements

  • Bachelor’s degree or equivalent combination of education and experience
  • 4-5 years of total work experience preferred, with at least 0-1 years in management
  • Experience in brokerage processing preferred
  • Applicable local/regional licenses or certifications as required by the business

Responsibilities

  • Supervise a small to medium-sized Client Processing support team handling all aspects of client accounts, including solicitation, inquiries, transactional processing, and problem resolution
  • Manage the daily transactional workflow within the team and align team resources to complete daily tasks efficiently
  • Identify areas requiring operational analysis and resolution to improve efficiency
  • Oversee Client Processing to ensure transactions are handled correctly and timely, utilizing MIS reporting for accuracy and timeliness
  • Provide product knowledge and technical assistance on complex problems and act as the team’s initial point of contact for escalation issues
  • Participate in the recruiting process, instruct, assign, direct, and review the work of Client Processing analysts
  • Prepare performance reviews and provide ongoing feedback to staff
  • Provide input into departmental budgets and planning, and may develop business plans for team/group operations
  • Contribute to the achievement of team 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.
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