Job Description:

Client Onboarding/Transitions/Conversions

• Manages a team responsible for advising clients or providing project management support for onboarding/transition/conversion projects.
• Manages the performance of assigned staff.
• Coaches and guides on project management.
• Sets departmental priorities and allocates resources to align with business objectives and annual plan.
• Serves as an escalation point for complex issues.
• Advises and guides staff on appropriate solutions and shepherds through to resolution.
• Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.
• Guides team in activities that align to team, area and functional objectives.
• Develops and implements team standard operating procedures.
• Tracks and reports on results and outcomes for assigned team.
• Develops team metrics and dashboards.
• Manages resource allocation and client scheduling to ensure timely, cost-effective delivery.
• Ensures that all activities meet required regulatory compliance standards.
• May participate in legal review and negotiation.
• Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs.
• Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team.
• Resolves complex client onboarding/transition/conversion issues.
• Manages a team of professionals, including coaching, performance management and resource allocation.
• Develops and oversees the achievement of team objectives.
• May manage financial resources (e.g., budgets, expenses, etc.).
• Focus is on daily, short-term goal achievement.

Qualifications:

• Bachelors degree or the equivalent combination of education and experience is required.
• 5-7 years of total work experience and at least 0-1 years of management experience preferred.
• Applicable local/regional licenses or certifications as required by the business.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.