Junior Project Lead, Onboarding

Job Description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bringthe power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.We’re seeking a future team member for the role of Junior Project Lead to join our Pershing Onboarding team.Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisersacross EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience andexpertise.This role is located in Liverpool and is Hybrid working.In this role, you’ll make an impact in the following ways:

• Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation.
• Main point of contact for Client Firm queries and works with Operational SME’s as required
• Conducts pre-transition testing and quality review of products/solutions; advises client on corrective actions.
• Responsible for small to medium size on/off boarding projects
• Ensures client has submitted/provided all required documentation and files; provides quality review of submissions. Coordinates with business or data analysts for data file and business requirement review.
• Works closely with and provides support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.
• Participates in communications with internal and external stakeholders.
• At transition completion, briefs the client services and/or account management team on operational activities relevant for ongoing, long-term support.
• Contributes to the achievement of team objectives.
• Supports complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities.
• Supports and reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
• Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed.
• Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements.
• May facilitate legal negotiation or document review. Participate in UAT, on boarding and fault resolution.
• Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience.
• Under minimal direction, onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system.
• Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
• Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
• Works directly with clients to access documentation requirements and reference data. May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents.
• Ensures client receives all necessary training.
• Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
• No direct reports.
• Allocates work to and monitors the work quality of others assigned to the client.
• Suggests process improvements based on post-incident reviews.
• Contributes to the achievement of team and area objectives.
• Experience/background in financial operations is preferred.
• Strong written and communication skills
• Excellent working knowledge of Microsoft Word, Excel, PowerPoint, Smartsheet
• Knowledge of Front office systems, i.e. Objectway, Pershing Nexus & Nx2.
• Flexibility to adapt to meet clients’ needs
• Ability to cope with heavy workload by prioritising
• Project Management experience would be an advantage
• Client facing experience required
• Bachelors degree or the equivalent combination of education and experience is required.

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

• Develop and maintain effective relationships with clients, both internally and externally.
• Co-ordinate and lead workshops both internally and externally
• Knowledge of transfer market (funds, international and Crest) would be advantageous

At BNY Mellon, our inclusive 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