Vice President, Client Processing Manager I

The Bank of New York Mellon Corporation; Liverpool; Hybrid; GBP 125,000 - 150,000; Full time

Job summary

A leading global financial services company located in Liverpool seeks a Vice President for Client Processing. The role involves managing an operational team responsible for Wrapper and SIPP accounts, ensuring project management and client service standards are met. Candidates should have extensive management experience in financial services, specifically with pensions. This hybrid role offers competitive compensation, benefits, and a strong culture of excellence.

Benefits

Competitive compensation

Flexible global resources

Generous paid leave including volunteer time

Qualifications

• Experience of managing multi-disciplinary teams ideally across multiple locations.
• Direct experience of dealing with a wide range of employee relations activities.
• Strong operational experience in a related financial services discipline, ideally SIPP.
• Good understanding of Pensions and the tax regime in which they operate.
• Demonstrable understanding of FCA, CASS and CBI CAR rules.
• Strong systems skills/ability to define MI/manipulate data (ideally intermediate+ Excel).
• Senior management/Board experience.

Responsibilities

• Manage an operational team dealing with the administration of Wrapper and SIPP accounts.
• Ensure resource allocation and project scheduling are maintained.
• Maintain a consistent client service level model.
• Develop policies and processes for work volume to exceed quality standards.
• Recruit, motivate, and develop staff for maximum contribution.
• Set departmental budgets and conduct resource planning.
• Handle client queries efficiently and ensure high service delivery.
• Produce MI and monitor KRIs to ensure regulatory compliance.
• Co-ordinate testing and support software releases.

Skills

Team management

Employee relations

Operational experience in financial services

Understanding of Pensions

Knowledge of FCA and CASS rules

Data manipulation skills

Senior management experience

Tools

Excel

Job description

Responsibilities

• This role is responsible for the management of an operational team dealing with the administration of Wrapper and SIPP accounts. The role requires both hands on management and strategic planning.
• Responsible for resource allocation and for ensuring projects are on schedule and to budget.
• Provide a consistent client service level model and ensure that all service levels are consistently satisfied or exceeded.
• Develop policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards. Identify and implement process improvements to improve the experience for all stakeholders.
• Recruit, direct, motivate and develop staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
• Set departmental budgets and conduct resource planning. Develop business plans for team/group operations.
• Ensure all client queries received by the team are reviewed and resolved in line with expectations and ensure delivery of a high level of client service both internally and externally.
• Maintain departmental control models, produce MI and monitor KRIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimised.
• Ensure all tasks and duties that fall within the team's responsibility are completed in a timely and accurate manner. Escalate any material issues.
• Co‑ordinate testing and ensure test scripts are up to date and reflective of live process, plus support of software releases.
• Keep up to date with industry developments and changes.
• Undertake projects or tasks as required.
• Any other duties as required.

Qualifications

• Experience of managing multi‑disciplinary teams ideally across multiple locations.
• Direct experience of dealing with a wide range of employee relations activities.
• Strong operational experience in a related financial services discipline, ideally SIPP.
• Good understanding of Pensions and the tax regime in which they operate.
• Demonstrable understanding of FCA, CASS and CBI CAR rules.
• Strong systems skills/ability to define MI/ manipulate data (ideally intermediate+ Excel).
• Senior management/Board experience.

About BNY

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Vice President, Client Processing I to join our Pershing Operations team. Pershing provides a broad range of financial business solutions to investment banks, broker‑dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front‑end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. This role is located in Liverpool, and is Hybrid.

Awards

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• Most Just Companies, Just Capital and CNBC, 2025

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.