Vice President, Client Engagement Project Manager, Premier Client Solutions
BNY Mellon
- Pittsburgh, PA
- Permanent
- Full-time
- Premier Client Solutions is a highly visible and high performance driven team in Wealth Management that works with our front office partners and operational teams to ensure our clients have a smooth and seamless client onboarding experience. Applicants for this role must have great articulation, client focus, communication and project management skills.
- 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.
- Independently onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system.
- 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.
- Ensures client receives all necessary training or conducts the training him/herself.
- Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
- Contributes to development of new processes or procedures
- Contributes to the achievement of team and area objectives.
- Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
- 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.
- Ensures activities meet all compliance, legal and regulatory requirements.
- May facilitate legal negotiation or document review.
- Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
- Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
- No direct reports.
- Allocates work to and monitors the work quality of others assigned to the client.
- Leads process improvements based on post-mortem transition analysis.
- Bachelors degree or the equivalent combination of education and experience is required.
- Must have 5-10 years experience in Project Management and/or Wealth Management
- Attention to detail, client focused, presentation skills, excellent written and verbal communication skills is required
- Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
- Bloomberg’s Gender Equality Index (GEI)
- Human Rights Campaign Foundation, 100% score Corporate Equality Index
- CDP’s Climate Change ‘A List’