Vice President, Client Processing - Trade Capture

BNY; Town of Florida (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leaves

Wellbeing programs

Job summary

A leading global financial services company is seeking a Vice President, Client Processing to manage end-to-end trade processing. This role involves task allocation, team management, and ensuring compliance with company policies and regulations. Candidates should hold a Bachelor’s degree and have over 6 years of relevant experience. Ideal applicants possess strong organizational, communication, and problem-solving skills, with knowledge of financial instruments. The position is located in Lake Mary, New York and offers competitive compensation and benefits.

Qualifications

• 6+ years of relevant experience in process management.
• Ability to handle high volume of tasks with tight deadlines.
• Proficient in English with strong communication skills.

Responsibilities

• Own the end-to-end Trade Capture process.
• Act as the primary point of contact for client escalations.
• Build trusted client relationships and ensure accurate service delivery.
• Ensure compliance with policies and regulatory requirements.
• Lead and manage the team including performance management.

Skills

Organizational skills

Effective communicator

Problem-solving

Knowledge of financial instruments

Time management

Education

Bachelor’s degree in finance, science or similar

Job description

Job Description

Vice President, Client Processing

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, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what 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 to join our Client Processing -Trade Capture team. This role is located in Lake Mary.

Trade Capture Group Process And Review a Wide Range Of Trades At a High Level Of Accuracy Within a Controlled Environment.

Trade Capture Daily Tasks Include

• trade processing for assigned funds using both automated and manual processing procedures,
• preparing and ensuring that daily trade file is completed and accurate,
• monitoring exception reports to identify and resolve errors,
• reconciliation of trades booked to trade blotters.

In this role, you’ll make an impact in the following ways:

• Own the end ‑ to ‑ end Trade Capture process, including task allocation, controls, quality, and risk management
• Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
• Build strong, trusted client relationships and ensure consistent, accurate service delivery
• Ensure full compliance with BNY Mellon policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
• Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
• Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
• Identify process risks and errors, ensure root ‑ cause analysis, and implement sustainable corrective actions
• Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
• Lead and coordinate business and change initiatives impacting day ‑ to ‑ day operations

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in finance, science or similar with 6+ years of relevant experience,
• Experience in process management is an asset,
• Organizational skills and ability to handle high volume of tasks with tight deadlines,
• An effective communicator on all levels with solid presentation skills,
• Knowledge of financial instruments - both listed and unlisted,
• Excellent problem solver with sound prioritization & time management skills,
• Proficient in English with strong verbal and written communication skills.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.