Client Onboarding/Transitions/Conversions - M1 Manages a team responsible for supporting client onboarding/transition/conversion projects. Manages the performance of assigned staff. Coaches and guides on project management. Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. May research, develop and establish 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. Contributes to the development of team standard operating procedures. Tracks and reports on results and outcomes for assigned team. Provides reports on team metrics and dashboards and follows resource allocation guidelines. Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation. Supports onboarding/transitions/conversions team with integrating activities with the necessary teams in other parts of the business, such as product, technology or client service teams. 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. Manages a team of support staff and 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.
Bachelors degree or the equivalent combination of education and experience is required. 4-5 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.
Primary Location: United States-Pennsylvania-Pittsburgh Internal Jobcode: 70083 Job: Wealth Management Organization: Strategy & Service Delivery-HR06265 Requisition Number: 2109295