Sr. Specialist, Global Business Change-Client Onboarding Project Manager

Job Description

 Coordinates, manages and implements the onboarding process associated with multiple complex 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 operation’s teams involved in the process. Problem solves to ensure target deadlines are met and the standard project governance (Action Logs/Minutes/Work Flows) 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. Participates 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

Delivers and implements complex Global Business Change projects or workstreams of multi-phased complex projects initiated by, or related to, external clients through the provision of project management and/or business analysis and within set project parameters and deadlines. May perform project management for full projects or phases of programs. Incumbents are gaining exposure to more complex client projects and change management/business analysis issues. May be responsible for a particular key clients change portfolio, providing management, oversight and controls. Delivers and implements client driven or client related projects that involve complex, high quantity, sometimes contradictory information. Provides analytical expertise in support of project objectives. Problem solves to adhere to strict deadlines and standard project process/implementation methods. Gathers and analyzes information to assist in development of recommendations to address Client and Business objectives for a specific business group or technology area. Identifies and manages goals, risks, issues and resources and ensures QA process is applied throughout each project/service lifecycle. Oversees and monitors all client and business led change activity undertaken by a virtual team of project managers, acting as a sponsor where required. Constructs effort-driven, resource-levelled project plans for assigned projects or workstreams in medium to moderately complex programs. Analyses, defines and prioritizes business requirements (and functional specifications if required), based on Client requirements and user needs. Translates into functional design, test planning and user documentation. Facilitates project meetings and workshops with External Clients and Internal Stakeholders as appropriate. Produces both informational and decision-seeking reports, analyzes and/or presents outputs of the meetings to relevant parties for sign off. Participates in the sales process by preparing RFP responses, giving sales presentations or joining sales meetings. Monitors project process, risks and issues through weekly reports, CAIR log, project plans. Escalates issues that will significantly impact project delivery to relevant parties. Assists more junior roles with issue resolution. Provides consultation to the Client and the Business on applying technology to business opportunities and processes, including analyses, planning and implementation of functional applications or systems. Provides consultation to Clients and Internal Business groups on process-improvement projects designed to improve business results. Manages project post-implementation reviews. Communicates effectively and frequently with Project Initiators, Technology, Operations and/or the Client and ensures regular communication among these groups. Stays abreast of organization and function operations and is familiar with company practices relevant to metrics, performance indicators, reporting protocols, etc. No direct reports. May provide guidance to less experienced team members Delivers complex internal and external projects or parts of larger projects.


Bachelors degree or the equivalent combination of education and experience is required. 7-10 years of total work experience preferred. Governance, Project Management, experience or experience within one or more of the asset servicing functions is preferred.

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

Primary Location: United States-Delaware-Wilmington
Internal Jobcode: 70284
Job: Operations
Organization: Business Change-HR07712
Requisition Number: 1908490