Vice President, Client Enablement

We’re seeking a future team member for the role of Vice President, Client Enablement to join our Client Services Group (Pershing). This role is located in Lake Mary, FL.

In this role, you’ll make an impact in the following ways:

• Lead and coordinate the end-to-end transition process for new and converting advisor firms.
• This role manages the overall transition plan, project timeline, open items, and cross‑functional coordination needed to support a smooth onboarding and asset transfer experience.
• Partner with internal teams and client stakeholders to support discovery, operational setup and technology and third‑party integrations.
• Coordinate asset reviews and discuss account opening requirements, investor documentation, and training coordination.
• Manage and drive the implementation and set‑up of products and services by coordinating across internal and external stakeholders transition tracking.
• Drive communication throughout the Enablement lifecycle, troubleshoots issues, and ensures all parties remain aligned on milestones, deliverables, and expectations.
• Travel for client meetings and required business purposes, approximately 10% of the time.

To be successful in this role, we’re seeking the following:

• 6-8 years of total work experience preferred.
• Strong project management skills, attention to detail, and the ability to manage multiple moving parts in a high‑touch client environment.
• Successful candidates will typically bring experience in financial services, client onboarding, account transitions, operations, or implementation/project management roles.
• Comfortable managing timelines, coordinating across teams, and working directly with clients in a fast‑paced environment.
• Experience supporting account conversions, onboarding, or transition events in a financial services environment.
• Strong understanding of account opening processes, documentation requirements, and operational workflows.
• Ability to manage project plans, track open items, and coordinate multiple stakeholders.
• Experience working with client communications, training delivery, and issue resolution.
• Familiarity with technology integrations, third‑party manager setups, and service‑related operational support.
• Strong organizational skills and the ability to identify and elevate complex account scenarios.
• A client‑focused mindset with the ability to communicate clearly, build trust, and drive progress.
• Openness to travel, approximately 10%.
• Series 99 or ability to obtain within 6 months.

The Bank of New York Mellon Corporation, commonly known as BNY Mellon, is an American investment banking services holding company headquartered in New York City. BNY Mellon was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. It is the world's largest custodian bank and securities services company,^[2][3][4] with $2.4 trillion in assets under management and $46.7 trillion in assets under custody as of the second quarter of 2021.^[5][1] It is considered a systemically important bank by the Financial Stability Board. BNY Mellon is incorporated in Delaware.^[6]

Through its Bank of New York predecessor, it is one of the three oldest banking corporations in the United States and among the oldest banks in the world, having been established in June 1784 by a group that included American Founding Father Alexander Hamilton.^[7] T. Mellon and Sons Bank, was founded in Pittsburgh in 1869 by Thomas Mellon and his sons Richard and Andrew, the latter of whom later became Secretary of the US Treasury.