Full-Time
Senior Vice President
Client Implementations, Client Services
Posted on 9/3/2025
The Bank of New York Mellon
10,001+ employees
Global financial services with asset management
No salary listed
Lake Mary, FL, USA
Hybrid
This role is hybrid.
 Customer Experience & Support (2) |
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- Bachelor’s degree or the equivalent combination of education and experience is required; advanced or graduate degree preferred.
- 10–12 years of experience in financial services, with deep expertise in Alternatives Fund Accounting or related.
- Strong operations knowledge – well versed in solutioning for clients as well as understanding of onboarding, remediation and implementation processes.
- Exceptional client relationship skills, with a proven ability to lead conversations at senior levels and manage executive-level stakeholders.
- A critical thinker able to drive alignment across diverse stakeholder groups and deliver results.
- Onboard clients into the system, open and close accounts, and handle transitions and conversions to the system under minimal direction.
- Serve as an advisor to clients during onboarding, transition, and conversion to/from organization products and solutions.
- Obtain and review appropriate documentation and reference data, ensuring regulatory compliance with AML and KYC prior to account opening.
- Prepare clients for new accounts by explaining documentation requirements, regulations, market complexities, and expectations.
- Work directly with clients to open new accounts after due diligence on KYC and AML, and coordinate with internal parties on asset events.
- Close accounts by verifying no pending activity or balances remain.
- Provide onsite client support and training related to documentation, quality review, and submission processes.
- Review and coordinate receipt of application forms and tax documentation from investors, ensuring compliance with internal and external requirements.
- Lead project management activities for onboarding, transitions, and conversions including reporting, planning, issue/risk tracking, scheduling, and documentation.
- Deliver or coordinate necessary client training and identify process gaps or quality issues with recommendations for improvement.
- Maintain a book of clients and ensure ongoing client activity management post-account opening.
- Support complex conversion activities involving institutional client relationships and custody/accounting processing.
- Complete accurate data conversion on financial statements for valuation clients and review control reports to mitigate risks.
- Collaborate with firm-wide resources (product, technology, marketing, compliance) to address client needs.
- Ensure all onboarding, transition, and conversion activities comply with legal, regulatory, and compliance requirements.
- Facilitate legal negotiation or document review as needed and participate in UAT, onboarding, and fault resolution.
- Manage moderately-sized or complex transitions, ensuring client satisfaction through quality and efficiency monitoring and direct client experience management.
- Act as a Team Lead providing guidance to less experienced colleagues, allocating work, and monitoring quality.
- Suggest process improvements based on post-mortem transition analysis.
- May have people management responsibilities depending on geography.
- Support complex, mature, and/or global clients or platforms and contribute to team and area objectives.
- Advanced or graduate degree preferred.
BNY Mellon combines traditional asset management, custody, and investment services with digital capabilities. It is building a multi-asset digital platform that links cryptocurrencies and tokenized securities with conventional financial systems, serving individuals, corporations, and institutional clients. Pershing X expands digital capabilities to improve client experiences; the firm earns fees, commissions, and interest income. By integrating ESG factors and partnering with Citi and Verizon, it aims to connect digital innovation with secure, scalable financial services.
Company Size
10,001+
Company Stage
IPO
Headquarters
Town of East Hampton, New York
Founded
1784
Simplify's Take
What believers are saying
- Digital asset custody expands across regulated markets like the UAE.
- AI tools accelerate onboarding, servicing, and settlement inquiries.
- Snapdocs automation lowers mortgage collateral costs and extends eCustody.
What critics are saying
- Regulatory tightening can stall digital-asset custody expansion quickly.
- AI spending fails without measurable fee or cost improvements.
- Higher risk-weighted assets constrain CET1 and buyback flexibility.
What makes The Bank of New York Mellon unique
- BNY is the first U.S. G-SIB offering digital asset custody.
- BNY positions itself as an enabler, not a stablecoin issuer.
- BNY spends nearly $4 billion annually on technology.
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Benefits
Health Insurance
Paid Vacation
Paid Sick Leave
Paid Holidays
Flexible Work Hours
Remote Work Options
Company News
The Bank of New York Mellon has acquired an additional 101,810 shares of Strategy for approximately $18.7 million, bringing its total holdings to one million shares valued at around $187.2 million at current market prices. The institution, which manages approximately $2.1 trillion in assets, joins a growing number of large organisations establishing significant positions in Strategy as a means of gaining Bitcoin exposure.
The Bank of New York Mellon is expected to report quarterly earnings of $1.93 per share, up 22.2% year-over-year, with revenues forecast at $5.15 billion, a 7.5% increase. The consensus EPS estimate has been revised down 0.5% over the past 30 days. Analysts project total interest-earning assets at $390.81 billion, compared to $354.69 billion last year. Book value per share is expected to reach $58.50, up from $52.82 previously. The Tier 1 capital ratio is forecast at 15.4%, versus 14.7% a year ago. Net interest revenue is projected at $1.32 billion, compared to $1.16 billion in the prior-year quarter. Nonperforming assets are expected to decline to $191.31 million from $213 million last year.
Bank of New York Mellon has partnered with Singapore Gulf Bank, adding the firm to its correspondent banking network and providing access to its Fixed Income Brokerage platform. The deal enables SGB's crypto-native clients to access 24/7 US dollar clearing, money market funds and Treasury bills, bridging digital assets with traditional fixed income. The partnership highlights BNY's growing role in tokenised finance infrastructure, following the bank's recent Digital Asset Summit appearance where its CEO outlined positioning around tokenisation and digital custody. However, analysts view the development as incremental rather than a major near-term catalyst. BNY's narrative projects $23.2 billion revenue and $6.4 billion earnings by 2029, requiring 5% annual revenue growth. Fair value estimates range from $118.67 to $133.83 per share.
Strategy has purchased approximately $330 million worth of Bitcoin between 1 April and 5 April, the company disclosed, even as it reported a $14.5 billion unrealised loss in the first quarter due to Bitcoin's price decline. Bank of New York Mellon has been designated by the US Department of the Treasury as a financial agent for the Trump Accounts programme for newborns. BNY Mellon has partnered with Robinhood, which will serve as brokerage and initial trustee for the accounts. US stocks climbed on Monday as oil prices dropped amid cautious optimism for de-escalation in Middle East hostilities. Iran and the US have reportedly received a Pakistan-prepared plan for ending attacks, according to Reuters.
The US Department of the Treasury has named BNY Mellon as the official financial agent for its Trump Accounts programme, with Robinhood joining as a key partner. BNY Mellon will manage initial accounts and help develop a dedicated mobile application for families to access funds. Robinhood will provide brokerage services and act as initial trustee for the accounts. The secure, white-label platform will remain under full government control whilst emphasising usability and security for first-time users. The initiative aims to expand access to structured savings and investment accounts for younger Americans as part of broader financial inclusion efforts. The Treasury will maintain strict oversight, including performance standards and regulatory compliance. Details on eligibility and funding mechanisms are still emerging.