Vice President, Client Enablement – Client Services Group (Pershing), 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.
- Manage 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, 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 for transition tracking.
- Drive communication throughout the Enablement lifecycle, troubleshoot issues, and ensure 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.
- 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 escape 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.
Benefits and Rewards
- Competitive compensation and benefits.
- Pay‑for‑performance philosophy.
- Paid leave including volunteer time.
Equal Employment Opportunity
BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
#J-18808-Ljbffr