VP, Client Enablement & Onboarding

BNY; Florida; On-site; USD 100,000 - 150,000; Full time

Job summary

BNY Mellon is seeking a Vice President, Client Enablement for its Client Services Group (Pershing) located in Lake Mary, FL. In this role, you will lead the end-to-end transition process for advisor firms, ensuring a smooth onboarding and asset transfer experience.

The ideal candidate will have 6-8 years of experience, strong project management skills, and the ability to manage multiple stakeholders in a fast-paced environment. Travel for client meetings is required approximately 10% of the time.

Qualifications

• 6-8 years of total work experience preferred.
• Strong project management skills required.
• Experience in financial services or client onboarding.
• Comfortable managing timelines in a fast-paced environment.

Responsibilities

• Lead and coordinate the end-to-end transition process for new advisor firms.
• Manage the overall transition plan and project timeline.
• Partner with internal teams and stakeholders for operational setup.
• Drive communication throughout the Enablement lifecycle.

Skills

Project management

Attention to detail

Client onboarding

Operational workflows

Client communications

Organizational skills

Education

6-8 years of work experience in relevant fields

Job description

We're seeking a future team member for the role of Vice President, Client Enablement to join our Client Services Group (Pershing). This role is located in Lake Mary, FL.

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

• Lead and coordinate the end-to-end transition process for new and converting advisor firms.
• This role manages the overall transition plan, project timeline, open items, and cross-functional coordination needed to support a smooth onboarding and asset transfer experience.
• Partner with internal teams and client stakeholders to support discovery, operational setup and technology and third-party integrations.
• Coordinate asset reviews and discuss account opening requirements, investor documentation, and training coordination.
• Manage and drive the implementation and set-up of products and services by coordinating across internal and external stakeholders transition tracking.
• Drive communication throughout the Enablement lifecycle, troubleshoots issues, and ensures all parties remain aligned on milestones, deliverables, and expectations.
• Travel for client meetings and required business purposes, approximately 10% of the time.

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

• 6-8 years of total work experience preferred.
• Strong project management skills, attention to detail, and the ability to manage multiple moving parts in a high-touch client environment
• Successful candidates will typically bring experience in financial services, client onboarding, account transitions, operations, or implementation/project management roles.
• Comfortable managing timelines, coordinating across teams, and working directly with clients in a fast-paced environment.
• Experience supporting account conversions, onboarding, or transition events in a financial services environment.
• Strong understanding of account opening processes, documentation requirements, and operational workflows,
• Ability to manage project plans, track open items, and coordinate multiple stakeholders.
• Experience working with client communications, training delivery, and issue resolution.
• Familiarity with technology integrations, third-party manager setups, and service-related operational support.
• Strong organizational skills and the ability to identify and escalate complex account scenarios.
• A client-focused mindset with the ability to communicate clearly, build trust, and drive progress.
• Openness to travel, approximately 10%.
• Series 99 or ability to obtain within 6 months.