What are the responsibilities and job description for the Client Transition Account Manager, II position at BNY Mellon?
Company team & role:
BNY Mellon’s Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting.
The Client Transitions team helps Broker Dealers and Advisors to onboard their business to Pershing’s platform. The Client Transition department consists of two primary roles – Account Manager and Specialist. The Account Manager is there to ensure a seamless transition for new clients in compliance with legal and compliance regulations and follows a project management discipline to coordinate activities spanning many teams and topics.
As the Account Manager you will define and manage the lifecycle from project initiation through to program closure. You will manage and resolve risks, issues, and dependencies. You will measure and monitor program actuals, forecasts, budgets, and update plans with accurate, up-to-date information in a timely manner. You will report financial information and status to the required executive level through steering committees. Secures, leads, motivates, and inspires the internal & external resources required to deliver the program. Establishes the program s governance (e.g. sponsors, approvers, stakeholders). Serves as a liaison between clients and internal technical groups to ensure delivery of projects on time, within budget, and to specification. Provides advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy. Ensures project delivery is in conformance with company methodologies and standards. Contributes to the achievement of area objectives
Responsibilities:
- Operations and technology reviews
- Business and technology requirements gathering
- Program and project management
- Business analysis, client strategy & consultation
- Independently handle designated assignments
- Scheduling and process prioritization
- Organization and collaboration of the entire organization
- Relationship management and client service
- Data analysis
- Testing
- Risk assessment, documentation, communication, and escalation
- Knowledge of industry regulations and compliance
- No direct reports
- Travel required
Benefits:
In this role you will gain general knowledge of the industry landscape of financial services, Pershing’s clients, and the broader Pershing organization. You will have exposure to the most senior leadership of both Pershing and our clients. You will build a network within Pershing|BNYM, and gain experience working directly with our clients, industry partners and internal technical subject matter experts.
The successful candidate will demonstrate/possess:
- Bachelor’s degree or the equivalent combination of education and experience is required.
- 7-10 years of total work experience and at least 1-3 years of management experience preferred.
- Project Management Professional (PMP) certification is preferred.
- Experience with the Microsoft Office product suite preferred.
- Series 99 preferred. Can be obtained after hire.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
