Pershing X, Vice President, Client Implementations II - BNY Mellon

Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business—thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people.

This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms.

• Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform
• Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients
• Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams  
• Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client
• Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions
• Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience
• Provides consultative support of complex situations for internal and external clients
• Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents
• Ensures client receives all necessary training and seamless transition to Support model
• Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities
• Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams
• Ensures activities meet all compliance, legal and regulatory requirements
• May facilitate legal negotiation or document review
• Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment
• Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement
• No direct reports; provides guidance to less experienced colleagues
• Documents new or updates existing Standard Operating Procedures
• Captures lessons learned and leads process improvements based on post-mortem transition analysis

Preferred Experience/Qualifications:

• 3+ years Project/Program Management work experience required
• Experience leading large, complex, cross-functional projects or programs
• Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project  
• PMP certification a plus

Qualifications:

• Bachelors degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 5-7 years of total work experience preferred.
• Experience in securities, financial services or client-facing or project management roles preferred.
• Applicable local/regional licenses or certifications as required by the business.
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At BNY, our culture speaks for itself. Here’s a few of our awards: 

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. 

Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.
 

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.