VP, Client Enablement & Onboarding

BNY Mellon; Town of Florida (NY); 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

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.