Lead Manager, Shareholder Services (Client Documentation Manager)

Job Description

This role is resides within the Client Documentation Team is responsible for the Oversight and Control of the outsourced function of Client Documentation and related functions. Also the management of UK Transfer Agency (TA) outputs activity and interaction with the outputs supplier.
• Responsible for leading the requirements gathering for new and revised documentation and the creation, maintenance and ownership of the appropriate control documents for each management company   • Attend external meetings with representatives from the management companies and represent TA and the Client Documentation team during those meetings • Oversight of the Vendor Relationship for Documents In • Oversight or Delivery of Stationery management  • The tasks supporting the billing of work both at Document and Print vendors for individual recharge to the management companies • Work with the various internal and external parties to gather quotes, seek approvals and as appropriate oversee the change control process, UAT, sign off and implementation into production.  This will involve communications across the TA areas to ensure that operational teams understand the documentation process and what the new documentation or changes have been implemented. • Engage stakeholders on production timings • Responsible for working with the external vendor and internal teams to prepare estimates for the delivery of the changes in preparation for provision to the management companies • Responsible for the maintenance of  the design documentation and standards for each of the manage company • Ensure appropriate UAT is completed and signed off by internal and external clients before external print vendor places into production • Provide support and guidance during the UAT and implementation phases • Provide a strategic design direction for the client documentation • Demonstrate personal responsibility for escalating and resolving concerns/incidents in line with TA Escalation Guidelines and TA Incident Escalation and Management process


• Financial Services experience at senior management level • Extensive experience in a Client Outputs environment • Experience of effective control, escalation and resolution and it's impact on EMEA TA • To be numerate and accurate. • Must have experience of active participation at Governance forums • Experience of managing and developing Staff • Must have a proactive personality and ability to influence. • Must be able to use initiative to obtain results and be able to prioritise work and meet deadlines whilst working under pressure. • Effective communicator and presenter internally and externally • Ability to analyse management information identifying trends where appropriate • Ability to work and negotiate with internal/external parties on priorities and cost  • A working knowledge of Rufus or other TA systems
BNY Mellon is an Equal Employment Opportunity Employer.

Primary Location: United Kingdom-Lothian Region-Edinburgh
Job: Operations
Internal Jobcode: 70578
Organization: Transfer Agency Operation EMEA-HR07268
Requisition Number: 1918938