VP, Client Enablement & Data Transformation

BNY; Town of Florida (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Data Transformation through Microsoft SQL

Project management

Data analysis

Business requirements gathering

Client-facing experience

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

SQL

Job description

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.