VP, Instruction Capture & Client Event Leader

BNY Mellon; Florida; On-site; USD 140,000 - 210,000; Full time

Job summary

BNY Mellon is seeking a Vice President, Instruction Capture Client Event Manager, based in Lake Mary, FL. The role sits within Fund and Investor Solutions and will lead client engagements focused on fund processing, including orders and lifecycle events.

The candidate will develop standardized offering materials and documentation, advocate for scalable workflows, and collaborate with clients to optimize onboarding and operating models.

Qualifications

• 7+ years of experience in Financial Services.
• Deep expertise in Instruction Capture, Fund Accounting or related domains.
• Experience across front-to-back trade lifecycle processes.
• Experience with ETF or Mutual Fund lifecycles, NAV impact, and processing flows.
• Strong client service and fund accounting/operations background.

Responsibilities

• Represent Instruction Capture in client engagements as SME, focusing on Fund processing.
• Develop and maintain standardized Instruction Capture materials and client documentation, including due diligence content.
• Advocate for scalable, controlled, and STP-aligned workflows in client discussions and solution design.
• Partner with clients and internal stakeholders to support onboarding, event readiness, and operating model optimization.

Skills

Instruction Capture

Fund Accounting

Client Service

Operational Risk

Regulatory Understanding

Onboarding

Job description

BNY Mellon is seeking a Vice President, Instruction Capture Client Event Manager, based in Lake Mary, FL. The role sits within Fund and Investor Solutions and will lead client engagements focused on fund processing, including orders and lifecycle events.

The candidate will develop standardized offering materials and documentation, advocate for scalable workflows, and collaborate with clients to optimize onboarding and operating models.