Lead Manager, Client Onboarding/Transactions/Conversions/KYC

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • BNY Mellon
  • 15 Dec 18

Lead Manager, Client Onboarding/Transactions/Conversions/KYC


Client facing role providing project management support for onboarding/transition/conversion projects. May assist in setting departmental priorities and allocating resources to align with business objectives and annual plan. Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience. Develops and implements team standard operating procedures. Tracks and reports on results and outcomes of projects. Maintains and contributes to team metrics and dashboards. Liaison with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. Maybe involved with Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team. Resolves complex client onboarding/transition/conversion issues. Requires excellent written and verbal skills, project management experience and/or strong operations background required.

Manages a team responsible for advising clients or providing project management support for onboarding/transition/conversion projects. Manages the performance of assigned staff. Coaches and guides on project management. Sets departmental priorities and allocates resources to align with business objectives and annual plan. Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience. Guides team in activities that align to team, area and functional objectives. Develops and implements team standard operating procedures. Tracks and reports on results and outcomes for assigned team. Develops team metrics and dashboards. Manages resource allocation and client scheduling to ensure timely, cost-effective delivery. Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation. Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team. Resolves complex client onboarding/transition/conversion issues. Manages a team of professionals, including coaching, performance management and resource allocation. Develops and oversees the achievement of team objectives. May manage financial resources (e.g., budgets, expenses, etc.). Focus is on daily, short-term goal achievement.

Qualifications
Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience and at least 0-1 years of management experience 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.


Primary Location: United States-New Jersey-Woodland Park
Internal Jobcode: 70082
Job: Asset Servicing
Organization: Business Change-HR07712
Requisition Number: 1817980