Vice President, Client Service Lead - Investment Performance and Risk Services
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, Client Operations Manager to join our team. This role is located in Everett, MA In this role, you’ll make an impact in the following ways: Strengthen institutional client relationships, ensure high‑quality delivery, and convert satisfaction into growth through proactive issue resolution and cross‑functional execution. Own end‑to‑end client engagement, partnering with Service and Commercial teams to strengthen relationships and drive retention and growth. Deepen executive‑level relationships with institutional investment offices and key BNY stakeholders to elevate client satisfaction and expand cross‑sell of BNY services. Serve as the primary point of contact for Global Risk Solutions (Performance & Compliance), resolving complex internal/external inquiries across performance measurement, asset allocation, attribution, risk, and investment analytics. Lead initiatives and projects independently; deliver high‑quality client service while orchestrating multi‑stakeholder work across sales, onboarding, migration, and conversion. Coordinate cross‑functionally to align investment data, operations, and technology; accelerate resolution of data‑quality and complex technical issues to safeguard client outcomes.
Requirements
- Executive communication: Exceptional written and verbal skills; adept at toggling between deep analytical detail and high‑level narratives tailored to client sophistication.
- Financial acumen: Strong grounding in industry concepts, performance, attribution, and investment/risk analytics; practical fluency with institutional investor use cases.
- Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.
- Investment data expertise: Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers.
- Alternatives and derivatives: Familiar with alternative investments and advanced risk analysis; solid grasp of derivatives strategies and their impacts on performance, exposure, and risk reporting.
- Regulatory awareness: Exposure to regional/country regulatory reporting and how performance/risk data underpins those disclosures.
- 5–7 years in relevant domains (Fund Accounting, Performance, Compliance), with a track record of delivering high‑quality analyses and client outcomes.
- Bachelor’s in Accounting, Economics, Finance, or Mathematics (or equivalent).
Nice To Haves
- Master’s degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA).
Responsibilities
- Strengthen institutional client relationships, ensure high‑quality delivery, and convert satisfaction into growth through proactive issue resolution and cross‑functional execution.
- Own end‑to‑end client engagement, partnering with Service and Commercial teams to strengthen relationships and drive retention and growth.
- Deepen executive‑level relationships with institutional investment offices and key BNY stakeholders to elevate client satisfaction and expand cross‑sell of BNY services.
- Serve as the primary point of contact for Global Risk Solutions (Performance & Compliance), resolving complex internal/external inquiries across performance measurement, asset allocation, attribution, risk, and investment analytics.
- Lead initiatives and projects independently; deliver high‑quality client service while orchestrating multi‑stakeholder work across sales, onboarding, migration, and conversion.
- Coordinate cross‑functionally to align investment data, operations, and technology; accelerate resolution of data‑quality and complex technical issues to safeguard client outcomes.
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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
