Vice President, Client Processing - Trade Capture

Reposted 12 Days Ago
Be an Early Applicant
Lake Mary, FL, USA
In-Office
Senior level
Fintech • Financial Services
The Role
This role involves overseeing the Trade Capture process, managing a team, ensuring compliance, building client relationships, and driving improvements through AI and automation.
Summary Generated by Built In

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 Vice President, Client Processing to join our Client Processing -Trade Capture team. This role is located in Lake Mary.

The Trade Capture group process and review a wide range of trades at a high level of accuracy within a controlled environment. Trade Capture daily tasks include:

  • trade processing for assigned funds using both automated and manual processing procedures,
  • preparing and ensuring that daily trade file is completed and accurate,
  • monitoring exception reports to identify and resolve errors,
  • reconciliation of trades booked to trade blotters.

In this role, you’ll make an impact in the following ways: 

  • Own the endtoend Trade Capture process, including task allocation, controls, quality, and risk management
  • Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
  • Build strong, trusted client relationships and ensure consistent, accurate service delivery
  • Ensure full compliance with BNY Mellon policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
  • Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
  • Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
  • Identify process risks and errors, ensure rootcause analysis, and implement sustainable corrective actions
  • Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
  • Lead and coordinate business and change initiatives impacting daytoday operations

To be successful in this role, we’re seeking the following: 

  • Bachelor’s degree in finance, science or similar with 6+ years of relevant experience, 
  • Experience in process management is an asset,
  • Organizational skills and ability to handle high volume of tasks with tight deadlines,
  • An effective communicator on all levels with solid presentation skills,
  • Knowledge of financial instruments - both listed and unlisted,
  • Excellent problem solver with sound prioritization & time management skills,

  • Proficient in English with strong verbal and written communication skills.

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.


About the Team

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.

    BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

    Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

    If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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    The Company
    HQ: New York, NY
    41,739 Employees

    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.

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