VP, Client Enablement & Data Transformation

BNY; Florida; Presencial; USD 100.000 - 150.000; Jornada completa

Descripción de la vacante

BNY is looking for a Vice President, Client Enablement to join their Wealth Services Platform team in Lake Mary, FL. This role involves managing client onboarding processes for Broker Dealers and Advisors. The candidate is required to have strong project management skills and extensive SQL proficiency.

The ideal candidate should have a Bachelor’s degree, 7-10 years of relevant experience, and a proven ability to handle complex client transitions while adhering to compliance standards.

Formación

• 7-10 years of total work experience.
• Experience in client-facing or project management roles.
• 3+ years of related experience preferred.

Responsabilidades

• Ensures project delivery is in conformance with company methodologies.
• Conducts data cleaning, validation, testing, and mapping.
• Manages and resolves risks, issues, and dependencies.

Conocimientos

Data Transformation through Microsoft SQL

Project management

Data analysis

Business requirements gathering

Client-facing experience

Educación

Bachelor's degree or equivalent

Herramientas

Microsoft Office

SQL

Descripción del empleo

Job Description

We’re seeking a future team member for the role of Vice President, Client Enablement to join our Wealth Services Platform team. This role is located in Lake Mary, FL.

The Vice President, Client Enablement joins our Client Transition team, which focuses on Broker Dealers and Advisors to onboard their business to Pershing’s Custody and Managed Platform.

The Client Transition department consists of two primary roles – Account Manager and Specialist. This Vice President, Client Enablement role will be a "Specialist" within the Client Transition organization. For further explanation, our Account Managers ensure a seamless transition for new clients in compliance with legal and compliance regulations and follow a project management discipline to coordinate activities spanning many teams and topics. Our Specialists gather, clean, map, transform, reconcile, test, validate and manage the lifecycle of client demographic or positions and balance data from project initiation through to program closure. In this role, you will manage and resolve risks, issues, and dependencies. You will report exceptions and statuses to the required business teams, managers and clients. You will serve as a liaison between clients and internal technical groups to ensure delivery of projects on time, within budget, and to specification. And you will provide advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy.

• Ensures project delivery is in conformance with company methodologies and standards. Contributes to the achievement of area objectives.
• Data Transfer, Integration and Quality Analysis.
• Business and technology requirements gathering.
• Data analysis & consultation.
• Data Transformation through Microsoft SQL.
• Independently handle designated assignments.
• Scheduling and process prioritization.
• Organization and collaboration with internal and external stakeholders.
• Data cleaning, validation, testing, mapping and exception reporting.
• Risk assessment, documentation, communication, and escalation.
• Performs data normalization, constructs data diagrams, and provides data flow diagrams and documents processes.
• Performs macro-level analyses to identify trending issues across clients, products, integration or transition activities, etc.
• Leverage knowledge of industry regulations and compliance
• No direct reports, but contribute to a highly collaborative team.
• Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.
  
  

Job Description

We’re seeking a future team member for the role of Vice President, Client Enablement to join our Wealth Services Platform team. This role is located in Lake Mary, FL.

The Vice President, Client Enablement joins our Client Transition team, which focuses on Broker Dealers and Advisors to onboard their business to Pershing’s Custody and Managed Platform.

The Client Transition department consists of two primary roles – Account Manager and Specialist. This Vice President, Client Enablement role will be a "Specialist" within the Client Transition organization. For further explanation, our Account Managers ensure a seamless transition for new clients in compliance with legal and compliance regulations and follow a project management discipline to coordinate activities spanning many teams and topics. Our Specialists gather, clean, map, transform, reconcile, test, validate and manage the lifecycle of client demographic or positions and balance data from project initiation through to program closure. In this role, you will manage and resolve risks, issues, and dependencies. You will report exceptions and statuses to the required business teams, managers and clients. You will serve as a liaison between clients and internal technical groups to ensure delivery of projects on time, within budget, and to specification. And you will provide advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy.

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

• Ensures project delivery is in conformance with company methodologies and standards. Contributes to the achievement of area objectives.
• Data Transfer, Integration and Quality Analysis.
• Business and technology requirements gathering.
• Data analysis & consultation.
• Data Transformation through Microsoft SQL.
• Independently handle designated assignments.
• Scheduling and process prioritization.
• Organization and collaboration with internal and external stakeholders.
• Data cleaning, validation, testing, mapping and exception reporting.
• Risk assessment, documentation, communication, and escalation.
• Performs data normalization, constructs data diagrams, and provides data flow diagrams and documents processes.
• Performs macro-level analyses to identify trending issues across clients, products, integration or transition activities, etc.
• Leverage knowledge of industry regulations and compliance
• No direct reports, but contribute to a highly collaborative team.
• Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.
  
  

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

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 7-10 years of total work experience.
• Project management certification is preferred.
• Experience in client-facing or project management roles.
• Data Transformation through Microsoft SQL or other tools strongly preferred.
• Experience in securities, financial services or client-facing or project management or business analysis roles preferred.
• Extensive knowledge of SQL and a strong understanding of relational databases preferred.
• 3+ years of related experience preferred experience with technology or financial services industry is a plus.
• Experience with the Microsoft Office product suite.
  
  

About Us

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.

About The Team

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.

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.