Senior Vice President, Client Processing
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We’re seeking a future team member for the role of Senior Vice President, Client Processing to join our Total Wealth Services Operations team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
This position is part of the Wealth Services Operations team, specifically within the Servicing Group. This role would be an individual contributor role reporting directly to the Group lead for Servicing. The team is responsible for client asset movement transactions involving cash and securities with a focus on risk management, compliance, and quality assurance. The team also provides valuable support to our Product and Engineering teams who support our asset movement processes and systems. The role involves management of strategic and tactical initiatives which are critical for the teams to achieve success. This may involve direct client engagement and will involve extensive collaboration with various departments across Pershing|BNY, enabling you to develop strong relationships and a broad internal network.
Process Improvement & Policy Development
- Develop, improve, and implement policies and processes to maintain and exceed product/service quality standards.
- Identify, champion, and drive process improvements to enhance stakeholder experience and operational efficiency.
Team Leadership & Development
- Lead, recruit, motivate, and develop team members to maximize individual performance and foster effective collaboration.
- Provide training and guidance to enhance team capabilities.
- Manage high-volume and highly visible tasks collaboratively within the teams to meet deadlines in a fast-paced setting.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience.
- 12-15 years of total work experience preferred, including 0-3 years in management.
- Prior demonstrated leadership and strategic planning experience required.
- Applicable local/regional licenses or certifications as required by the business.
- Candidate will be required to obtain a Series 99 license within three months of hire.
- Solid understanding and hands-on use of automation and AI tools
- Experience using Microsoft Office
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here’s a few of our recent awards:
- America’s Most Innovative Companies, Fortune, 2025
- World’s Most Admired Companies, Fortune 2025
- “Most Just Companies”, Just Capital and CNBC, 2025
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.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Top Skills
What We Do
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.







