BNY Mellon Careers

Specialist, Program & Project Management-Client Onboarding

New York, New York
Asset Servicing

Job Description

Coordinates, manages and implements the onboarding process associates with multiple client onboarding mandates for new or existing AIS clients across various AIS product Segments (Private Equity, Real Estate, Hedge Fund and Credit); Responsible for the delivery of a positive client experience while managing the onboarding activities for several operations teams involved in the process. Problem solves to ensure target deadlines are met and the standard project governance is implemented. Independently identifies milestone goals, manages risks and ensures issues are properly escalated and resolved.  Facilitates project meetings and deep dive sessions with both External Clients and Internal Stakeholders as appropriate. Independently seeks outs answers and clarifies information as needed.  Produces frequent, clear and effective verbal and written communication to External clients and Internal Stakeholders. Stays abreast of organization and function operations and is familiar with company May provide guidance to less experience team members. Independently recognizes the need and importance for accurate and timely updates to internal databases used for pertinent tracking. May participate in the sales process by joining due diligence or sales presentations and speaking to the successful Onboarding Process.  Comfortable working in a changing and challenging environment and enacting change when needed.

Participates in or leads a wide array of activities associated with project planning and management to ensure that projects are completed on time, within budget and to internal client specifications. Manages and oversees project management activities such as project reporting, project planning, issue/risk identification and tracking, scope management, estimation, internal client management, relationship management and other project documentation preparation, and turnover to production for projects of low to medium business complexity. Directs and controls all work performed. Reports and escalates progress/issues to management, as needed. Develops the statement of work, including project justification and plan. Defines roles and responsibilities of the project team. Contributes to vendor and client relations to ensure that service expectations are developed and met. Maintains regular contact with internal clients and coordinates and reports on project progress and accomplishments. Works with all required functions and groups to effectively plan and execute the project. Effectively communicates with internal management and external clients. Contributes to the achievement of related teams objectives


Bachelors degree or the equivalent combination of education and experience in business management or related field is required. 5-7 years of total work experience in Project Management preferred. Project Management Professional (PMP) certification and/or Prince2 certification is preferred. Strong written and verbal communication skills required.

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

Primary Location: United States-New York-New York
Internal Jobcode: 70185
Job: Asset Servicing
Organization: Program Management-HR07464
Requisition Number: 1907712