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Lead Analyst, Client Onboarding/Transitions/Conversions

Company: CFA Institute
Location: Jersey City
Posted on: September 24, 2022

Job Description:

Lead Analyst, Client Onboarding/Transitions/Conversions Overview

Who we are:

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of March 31, 2021, BNY Mellon had $41.7 trillion in assets under custody and/or administration, and $2.2 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

What we do:

BNY Mellon's Pershing has supported many of the world's most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting. BNY Mellon's Pershing offers both Wealth Solutions for broker-dealers, registered investment advisors (RIA) and trust company clients, and Institutional Solutions for prime brokers and institutional broker-dealers.

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc., Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, and Pershing Limited. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing.

BNY Mellon - Pershing's Institutional Solutions team focuses on bringing the most stable and trusted global clearing infrastructure in the marketplace to Broker-Dealers, Investment Banks, Hedge Funds and Asset Managers. Our credit rating, strong balance sheet, high-touch client service and market-leading business services enable us to deliver flexible solutions for clearing, financing, securities lending and collateral management. These capabilities have allowed us to continually anticipate and meet the evolving needs of our clients, giving them the freedom to focus their talent and resources on optimizing and growing their businesses.

Job Description:

Client Onboarding/Transitions/Conversions - Manages a team responsible for advising clients or providing project management support for onboarding/transition/conversion projects. Manages the performance of assigned staff. Coaches and guides on project management. Sets departmental priorities and allocates resources to align with business objectives and annual plan. Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. Researches, develops and establishes methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience. Guides team in activities that align to team, area and functional objectives. Develops and implements team standard operating procedures. Tracks and reports on results and outcomes for assigned team. Develops team metrics and dashboards. Manages resource allocation and client scheduling to ensure timely, cost-effective delivery. Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation. Liaises with peer leaders on product, technology or client service teams to ensure appropriate integration of activities and required hand-offs. Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team. Resolves complex client onboarding/transition/conversion issues. Manages a team of professionals, including coaching, performance management and resource allocation. Develops and oversees the achievement of team objectives. May manage financial resources (e.g., budgets, expenses, etc.). Focus is on daily, short-term goal achievement.

Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience and at least 0-1 years of management experience preferred. Applicable local/regional licenses or certifications as required by the business. FINRA series 99 is required, FINRA series 7 is preferred.

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

Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Employer Description:

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 and 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.

EEO Statement:

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

Keywords: CFA Institute, Jersey City , Lead Analyst, Client Onboarding/Transitions/Conversions, Professions , Jersey City, New Jersey

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