BNY Mellon Careers

Transition Management Group – FX (Lead Manager Client Onboarding / Transition / Conversion Projects / KYC)

London, United Kingdom
Global Markets


Job Description

Independently onboards clients into the system, opens and closes accounts and handles transitions. Serve as an advisor to clients as they onboard/transition/convert to/from organization products.  Obtains and reviews the appropriate documentation and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.  Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience.   Provides consultative support of complex situations for internal and external clients.   Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement. Maintains a book of clients and ensure that client activity on an account is maintained once an account is opened. Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities   Ensures activities meet all compliance, legal and regulatory requirements. May facilitate legal negotiation or document review. Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment. Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents. No direct reports. Acts as a Team Lead and provides guidance to less experienced colleagues. Allocates work to and monitors the work quality of others assigned to the client. Leads process improvements based on post-mortem transition analysis. May have people management responsibilities. Responsible for complex, mature and/or global clients.    Contributes to the achievement of team and area objectives.    

Qualifications

Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. Experience in securities, financial services or client-facing or project management roles 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: bnymellon.com/careers.

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 Employer.

Primary Location: United Kingdom-Greater London-London
Job: Global Markets
Internal Jobcode: 70084
Organization: MARKETS CENTRAL MANAGEMENT-HR15164
Requisition Number: 1805994