BNY Mellon Careers

VP - Principal, Technology Product Manager (Electronic Forms)

Jersey City, New Jersey
Information Technology

Job Description

Leads product management, strategy and development for our new dynamic, electronic Forms Management product on Pershing’s Wealth Management platform. 


Uses broad understanding of standard and custom forms capabilities to provide guidance and subject matter expertise to create the delivery and maintain a Forms Management Center tool for Pershing and our clients to manage custom form needs. 


Serves as subject matter expert on forms functionality to provide guidance on competitive landscape,  functionality, client needs, and resolve issues.


Work collaboratively with internal departments such as legal, compliance, business owners, workflow and delivery teams to deliver an easy-to-use solution to generate, approve and process electronic forms.


Works with sales and relationship management teams to support clients and sales efforts..


Oversees pricing, promotion, distribution strategies and competitive differentiator.



·         Bachelor’s degree or the equivalent combination of education and experience is required. Advanced/graduate degree 

·         10-12 years of total work experience

  • Experience in Product Management and Forms Management preferred. Applicable local/regional licenses or certifications as required by the business.
  • Experience in Wealth Management at a broker-dealer or RIA, preferred
  • Experience understanding client feedback and needs; drawing insight, finding innovative solutions and articulating it for others to support in its execution
  • Proficient in decision making, problem solving, and influencing skills
  • Strong leadership skills
  • Client facing
  • Strong verbal and written communication skills and strong presentation skills
  • Ability to effectively prioritize and multi-task in a dynamically changing environment

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:

Pershing provides critical business process, financial and technology solutions for financial organizations around the globe. We operate behind the scenes to power transformational change for broker-dealers, registered investment advisors, independent financial advisers, hedge fund and '40 Act fund managers and individual investors. We strive to be innovators, developing open architecture technology and financial solutions to support our customers' growth. We advocate on behalf of our customers and help them respond to regulatory reform and drive positive outcomes for our industry and investors. From our core business as an industry-leading trade execution, clearing and custody provider, we have evolved into a global multifaceted firm that provides investment solutions, forward-thinking technology-driven efficiencies, practice management and service excellence.

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

Primary Location: United States-New Jersey-Jersey City
Internal Jobcode: 45189
Job: Information Technology
Organization: Pershing Domestic-HR06431
Requisition Number: 1807719