VP, Client Enablement & Onboarding Leadership

BNY; Jersey City (NJ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

Generous paid leave

401(k) plan participation

Medical, dental, and vision insurance

Job summary

BNY is seeking a Vice President, Client Enablement to join our Client Services Group in Jersey City, NJ. The role involves leading the transition process for advisor firms, managing timelines, and ensuring a smooth onboarding experience. Ideal candidates will have 6-8 years of experience, with strong project management skills and familiarity with financial services. This position requires travel approximately 10% of the time.

Join a dynamic environment where innovative solutions are crafted, and contribute to the future of finance at BNY.

Qualifications

• Proven ability to manage project plans and coordinate multiple stakeholders.
• Experience supporting account conversions and onboarding in a financial services context.
• Familiarity with technology integrations and operational workflows.

Responsibilities

• Lead the end-to-end transition process for new and converting advisor firms.
• Manage project timelines and overall transition plans.
• Coordinate asset reviews and account opening requirements.

Skills

Strong project management skills

Attention to detail

Experience in financial services

Client onboarding

Ability to manage multiple moving parts

Strong organizational skills

Client-focused mindset

Education

6-8 years of total work experience

Series 99 or ability to obtain within 6 months

Job description

BNY is seeking a Vice President, Client Enablement to join our Client Services Group in Jersey City, NJ. The role involves leading the transition process for advisor firms, managing timelines, and ensuring a smooth onboarding experience. Ideal candidates will have 6-8 years of experience, with strong project management skills and familiarity with financial services. This position requires travel approximately 10% of the time.

Join a dynamic environment where innovative solutions are crafted, and contribute to the future of finance at BNY.