BNY Mellon Careers

Ld Mgr, Clt Onbdg/Tran/Con/KYC

Orlando, Florida; New York, New York
Global Markets

Job Description

Manages a team responsible for advising clients or providing project management support for onboarding/transition/conversion projects. Manages the performance of assigned staff. Coaches and guides on project management. Sets departmental priorities and allocates resources to align with business objectives and annual plan. Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. Researches, develops and establishes 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. Develops and implements team standard operating procedures. Tracks and reports on results and outcomes for assigned team. Develops team metrics and dashboards. Manages resource allocation and client scheduling to ensure timely, cost-effective delivery. Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation. Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. 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. Resolves complex client onboarding/transition/conversion issues. Manages a team of 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. 5-7 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.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

Global Markets, through its Foreign Exchange, Derivatives, BNY Mellon Capital Markets, LLC and BNY Mellon Capital Markets EMEA Limited businesses, provides a broad array of products and services for corporate, institutional and high-net-worth investors to choose among various vehicles aimed at protecting principal, providing growth and managing risk.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Florida-Orlando
Internal Jobcode: 70082
Job: Global Markets
Requisition Number: 1715513