Specialist, Business Planning and Analysis II
BNY Archer, Church Creek, MD, United States
Associate, Business Planning and Analysis
We're seeking a future team member for the role of Associate, Business Planning and Analysis to join our Wealth Management team. This role is located in Boston, MA.
In this role, you'll make an impact in the following ways:
Review of KYC documents, perform research and analyze complex structures for BNY Clients/Prospects
Communicate with internal stakeholders and external clients to resolve onboarding issues as required
Stay abreast of regulatory, compliance and risk environment that affect client onboarding.
Build out relationships, prospects/clients and related parties on the bank's KYC platform for final approval,
Accurately open, close and update accounts on the bank's custody and accounting platforms. Handle transitions and conversions of accounts as needed.
Banking or Financial Institution experience required
Knowledge of AML/KYC preferred
Bachelor's degree or equivalent combination of education and work experience required.
Excellent analytical, organizational and time management skills
High level of accuracy and professionalism
Excellent communication and interpersonal skills
To be successful in this role, we're seeking the following:
Banking or Financial Institution experience required
Knowledge of AML/KYC preferred
Bachelor's degree or equivalent combination of education and work experience required.
Excellent analytical, organizational and time management skills
High level of accuracy and professionalism
Excellent communication and interpersonal skills
Our Benefits and Rewards:
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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Job Info
Job Identification 77236
Job Category Business Planning and Analysis
Locations 500 Grant Street, Pittsburgh, PA, 15258, US BNY Mellon Center, Boston, MA, 02108, US
Job Schedule Full time
Job Shift Day
Base Salary Min 52000
Base Salary Max 83600
We're seeking a future team member for the role of Associate, Business Planning and Analysis to join our Wealth Management team. This role is located in Boston, MA.
In this role, you'll make an impact in the following ways:
Review of KYC documents, perform research and analyze complex structures for BNY Clients/Prospects
Communicate with internal stakeholders and external clients to resolve onboarding issues as required
Stay abreast of regulatory, compliance and risk environment that affect client onboarding.
Build out relationships, prospects/clients and related parties on the bank's KYC platform for final approval,
Accurately open, close and update accounts on the bank's custody and accounting platforms. Handle transitions and conversions of accounts as needed.
Banking or Financial Institution experience required
Knowledge of AML/KYC preferred
Bachelor's degree or equivalent combination of education and work experience required.
Excellent analytical, organizational and time management skills
High level of accuracy and professionalism
Excellent communication and interpersonal skills
To be successful in this role, we're seeking the following:
Banking or Financial Institution experience required
Knowledge of AML/KYC preferred
Bachelor's degree or equivalent combination of education and work experience required.
Excellent analytical, organizational and time management skills
High level of accuracy and professionalism
Excellent communication and interpersonal skills
Our Benefits and Rewards:
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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Job Info
Job Identification 77236
Job Category Business Planning and Analysis
Locations 500 Grant Street, Pittsburgh, PA, 15258, US BNY Mellon Center, Boston, MA, 02108, US
Job Schedule Full time
Job Shift Day
Base Salary Min 52000
Base Salary Max 83600