Pershing X, Senior Specialist, Client Implementations Lead
Location: Philadelphia, Pennsylvania
Type: Full Time
Internal Number: 18474419
Pershing X is a new start-up unit to incubate, engineer and deliver breakthrough solutions that will transform the advisory market. Pershing X will deliver the industry's leading end-to-end advisory platform, helping financial service firms solve the challenge of managing multiple and disconnected technology tools and data sets for their advisors and fueling our clients' business growth. We are a collaborative and fast-growing team working on exciting and innovative digital product offerings.
This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms.
Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform
Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients
Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams
Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client
Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions
Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience
Provides consultative support of complex situations for internal and external clients
Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents
Ensures client receives all necessary training and seamless transition to Support model
Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities
Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams
Ensures activities meet all compliance, legal and regulatory requirements
May facilitate legal negotiation or document review
Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment
Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement
No direct reports; provides guidance to less experienced colleagues
Documents new or updates existing Standard Operating Procedures
Captures lessons learned and leads process improvements based on post-mortem transition analysis
5+ years Project/Program Management work experience required
Experience leading large, complex, cross-functional projects or programs
Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project
PMP certification a plus
Bachelors degree or the equivalent combination of education and experience is required.
Advanced/graduate degree preferred.
7-10 years of total work experience preferred.
Experience in securities, financial services or client-facing or project management roles preferred.
Applicable local/regional licenses or certifications as required by the business.
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.
BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $77,750 and $173,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
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.