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Vice President, Client Onboarding/Transitions/Conversions/KYC Manager II

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BNY Mellon

26d ago

  • Job
    Full-time
    Expert Level
  • Business, Operations & Strategy
    Banking & Finance
  • Manchester

AI generated summary

  • You need a bachelor's degree, 10-12 years of experience, 3-5 years in management, and any relevant local licenses or certifications.
  • You will lead a team for client onboarding, manage project resources, ensure regulatory compliance, resolve complex issues, and support staff development while achieving team objectives.

Requirements

  • Bachelors degree or the equivalent combination of education and experience is required.
  • 10-12 years of total work experience and at least 3-5 years of management experience preferred.
  • Applicable local/regional licenses or certifications as required by the business

Responsibilities

  • Manages a team responsible for advising clients or providing project management support for onboarding/transition/conversion projects.
  • Manages the performance of assigned staff. Coaches and guides on project management. Sets departmental priorities and allocates resources to align with business objectives and annual plan.
  • Primary point of contact and accountable individual to our Markets business partners in the UK and EMEA region
  • Develops and implements team standard operating procedures. Tracks and reports on results and outcomes for assigned team. Develops team metrics and dashboards.
  • Manages resource allocation across multiple Markets products to ensure timely, cost-effective delivery. Ensures that all activities meet required regulatory compliance standards.
  • Acts as primary point of contact for UK and EMEA regulatory requirements as it pertains to Onboarding (CASS, MiFID, etc)
  • Serves as an escalation point for complex issues.
  • Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs.
  • Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team. Resolves complex client onboarding/transition/conversion issues.
  • Manages a team of professionals, including coaching, performance management and resource allocation. Develops and oversees the achievement of team objectives.
  • May manage financial resources (e.g., budgets, expenses, etc.). Focus is on daily, short-term goal achievement.

FAQs

What is the job title for this position?

The job title is Vice President, Client Onboarding/Transitions/Conversions/KYC Manager II.

Where is the location for this role?

The role is located in Manchester, with a hybrid working arrangement.

What team will I be joining?

You will be joining the Markets Product Onboarding team.

What are the primary responsibilities of this role?

The primary responsibilities include managing a team, advising clients on onboarding projects, developing team standard operating procedures, ensuring regulatory compliance, and acting as the primary point of contact for UK and EMEA regulatory requirements.

How many years of work experience are required for this position?

A total of 10-12 years of work experience is required, with at least 3-5 years of management experience preferred.

What educational qualifications are needed for this role?

A Bachelor's degree or an equivalent combination of education and experience is required.

Is there room for professional development within this role?

Yes, the role includes coaching and guiding team members for their professional growth and development.

What kind of benefits does BNY offer?

BNY offers competitive compensation, benefits, wellbeing programs, flexible global resources, generous paid leaves, including paid volunteer time, to support employees and their families.

Does BNY have a commitment to diversity and inclusion?

Yes, BNY is an Equal Employment Opportunity/Affirmative Action Employer and actively supports underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.

Will I be responsible for resource allocation in this role?

Yes, you will be responsible for managing resource allocation across multiple Markets products to ensure timely and cost-effective delivery.

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BNY Mellon

Consider Everything

Finance
Industry
10,001+
Employees
1784
Founded Year

Mission & Purpose

Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $46.9 trillion in assets under custody and/or administration and $1.9 trillion in assets under management as of June 30, 2023. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.