VP, Client Enablement & Transitions

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

Job summary

BNY Mellon is seeking a Vice President, Client Enablement to join our Client Services Group in Jersey City, NJ. In this role, you will lead the transition process for new and converting advisor firms, managing overall project timelines and cross-functional coordination.

The ideal candidate will have 6-8 years of experience in financial services, strong project management skills, and a client-focused mindset. The role involves about 10% travel for client meetings and requires expertise in onboarding and account transitions.

Qualifications

• 6-8 years of total work experience preferred.
• Experience in financial services or project management roles.
• Strong organizational skills and ability to manage project timelines.

Responsibilities

• Lead and coordinate the transition process for new and converting advisor firms.
• Manage overall transition plan and project timeline.
• Drive communication throughout the Enablement lifecycle.

Skills

Project management skills

Attention to detail

Stakeholder coordination

Client onboarding experience

Understanding of financial services

Job description

BNY Mellon is seeking a Vice President, Client Enablement to join our Client Services Group in Jersey City, NJ. In this role, you will lead the transition process for new and converting advisor firms, managing overall project timelines and cross-functional coordination.

The ideal candidate will have 6-8 years of experience in financial services, strong project management skills, and a client-focused mindset. The role involves about 10% travel for client meetings and requires expertise in onboarding and account transitions.