Vice President, Client Reporting/Performance

Socket.dev; Pittsburgh (Allegheny County); On-site; USD 140,000 - 210,000; Full time

Job summary

Socket.dev is seeking a Vice President, Client Reporting/performance to lead data-driven client reporting initiatives from Pittsburgh, PA, with a strong emphasis on data integrity and cross-functional collaboration. This leadership role will drive portfolio review, reconciliation, and delivery of meaningful client insights.

The ideal candidate brings at least 5 years in financial services or related reporting roles, expert SQL skills, and proven business analysis and project coordination

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• Minimum 5 years of relevant experience required.
• Strong SQL capability and experience working with data from multiple sources required.
• Proven business analysis experience required.
• Demonstrated project management or delivery coordination skills required.
• Strong communication, analytical, and problem-solving skills required.
• Ability to lead meetings and work effectively with cross-functional stakeholders required.
• Experience in financial services, client reporting, brokerage, trading support, or a related discipline preferred.
• Nice to have: experience with Business Intelligence tools such as Power BI

Responsibilities

• Reviews and interprets portfolio and reporting data to support accurate, timely, and meaningful client deliverables.
• Resolves complex questions related to reporting outputs, data integrity, and system functionality.
• Uses SQL to source, validate, and reconcile information across multiple platforms.
• Performs business analysis by documenting requirements, assessing workflows, identifying gaps, and supporting solution implementation.
• Leads stakeholder discussions to capture needs, confirm priorities, and ensure follow-through on agreed actions.
• Works across technology, operations, and business teams to enhance reporting processes and platform capabilities.
• Coordinates assigned deliverables, monitors progress, and supports execution of change initiatives.
• Produces insights and recommendations that contribute to service quality and a stronger client experience.

Skills

SQL

Business analysis

Project management

Communication

Cross-functional collaboration

Meeting leadership

Problem-solving

Financial services domain knowledge

Education

Bachelor’s degree or equivalent

Tools

Power BI

Job description

We are seeking a Vice President, Client Reporitng/performance to join our team. The position will be located in Pittsburgh, PA ( 4 days in office expectation).

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

• Reviews and interprets portfolio and reporting data to support accurate, timely, and meaningful client deliverables.
• Resolves complex questions related to reporting outputs, data integrity, and system functionality.
• Uses SQL to source, validate, and reconcile information across multiple platforms.
• Performs business analysis by documenting requirements, assessing workflows, identifying gaps, and supporting solution implementation.
• Leads stakeholder discussions to capture needs, confirm priorities, and ensure follow-through on agreed actions.
• Works across technology, operations, and business teams to enhance reporting processes and platform capabilities.
• Coordinates assigned deliverables, monitors progress, and supports execution of change initiatives.
• Produces insights and recommendations that contribute to service quality and a stronger client experience.

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

• Bachelor’s degree or equivalent combination of education and experience required.
• Minimum 5 years of relevant experience required.
• Strong SQL capability and experience working with data from multiple sources required.
• Proven business analysis experience required.
• Demonstrated project management or delivery coordination skills required.
• Strong communication, analytical, and problem-solving skills required.
• Ability to lead meetings and work effectively with cross-functional stakeholders required.
• Experience in financial services, client reporting, brokerage, trading support, or a related discipline preferred.
• Nice to have: experience with Business Intelligence tools such as Power BI

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

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.

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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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.