Senior Vice President, Client Implementation
2 weeks ago
**In this role, you’ll make an impact in the following ways**:
- Manages all aspects of a project from initiation to completion as per BNY Mellon frameworks and procedures.
- Responsible for leading cross-functional teams across multiple locations that are focused on managing aspects of the project/program to ensure on-time completion according to specifications and within budgeted costs.
- Develops, defines, and executes project plans, schedules, budgets, and deliverables.
- Identifies needed resources for projects and defines and assigns major project roles.
- Uses formal processes and tools to manage resources, budgets, risks, and changes.
- Monitors the program/project from initiation through completion.
- Leads and provides direction and guidance for many activities associated with project planning and management to ensure that projects are completed on time, within budget and to internal client specifications.
- Manages and oversees the end-to-end project management activities such as project reporting, project planning, issue/risk identification and tracking, scope management, estimation, internal client management, relationship management and other project documentation preparation for projects of high complexity. Directs and controls all work performed.
- Reports and escalates progress/issues to senior management, as needed.
- Manages vendor and client relations to ensure that service expectations are developed and met.
- Maintains regular contact with clients and coordinates and reports on project progress and accomplishments.
- May provide input for (project) team member performance appraisals.
- Works with all required functions and groups to effectively plan and execute the project.
- May coordinate resources across organizational boundaries.
- Serves as a liaison between clients and internal groups to ensure delivery of projects on time, within budget, and to specification.
- Manages communication with business leaders at a detailed functional level and discusses/resolves issues.
- Manages client expectations and ensures project delivery
- Leads project management activities for implementation/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
- Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement and increased efficiency.
- Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened.
- Supports complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities.
- Completes an accurate conversion of data on financial statements for daily, weekly, or monthly valuation clients.
- Supports and reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
- Ensures all activity meets any compliance, legal and regulatory requirements.
- Participate in UAT, on boarding and fault resolution.
- Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience.
- Acts as a Team Lead and provides guidance to less experienced colleagues
**To be successful in this role, we’re seeking the following**:
- Bachelors degree or the equivalent combination of education and experience is required.
- 15+ years of total work experience preferred.
- Knowledge of Asset Servicing (especially Middle Office outsourcing), Investment management or Banking operation processes and systems preferred
- Experience in client implementations preferred
- Strong stakeholder management and communication skills required
- Applicable local/regional licenses or certifications as required by the business.
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