Senior Vice President, Client Implementations

Senior Vice President, Client Implementations - Alternatives

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000 employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

We’re seeking a future team member for the role of Senior Vice President, Client Implementations to join our Asset Servicing, Accounting Platform Business team. This role is located in Lake Mary, FL – HYBRID

In this role, you’ll make an impact in the following ways:

• Onboard clients into the system, open and close accounts, and handle transitions and conversions to the system under minimal direction.
• Serve as an advisor to clients during onboarding, transition, and conversion to/from organization products and solutions.
• Obtain and review appropriate documentation and reference data, ensuring regulatory compliance with AML and KYC prior to account opening.
• Prepare clients for new accounts by explaining documentation requirements, regulations, market complexities, and expectations.
• Work directly with clients to open new accounts after due diligence on KYC and AML, and coordinate with internal parties on asset events.
• Close accounts by verifying no pending activity or balances remain.
• Provide onsite client support and training related to documentation, quality review, and submission processes.
• Review and coordinate receipt of application forms and tax documentation from investors, ensuring compliance with internal and external requirements.
• Lead project management activities for onboarding, transitions, and conversions including reporting, planning, issue/risk tracking, scheduling, and documentation.
• Deliver or coordinate necessary client training and identify process gaps or quality issues with recommendations for improvement.
• Maintain a book of clients and ensure ongoing client activity management post-account opening.
• Support complex conversion activities involving institutional client relationships and custody/accounting processing.
• Complete accurate data conversion on financial statements for valuation clients and review control reports to mitigate risks.
• Collaborate with firm-wide resources (product, technology, marketing, compliance) to address client needs.
• Ensure all onboarding, transition, and conversion activities comply with legal, regulatory, and compliance requirements.
• Facilitate legal negotiation or document review as needed and participate in UAT, onboarding, and fault resolution.
• Manage moderately-sized or complex transitions, ensuring client satisfaction through quality and efficiency monitoring and direct client experience management.
• Act as a Team Lead providing guidance to less experienced colleagues, allocating work, and monitoring quality.
• Suggest process improvements based on post-mortem transition analysis.
• May have people management responsibilities depending on geography.
• Support complex, mature, and/or global clients or platforms and contribute to team and area objectives.
  
  

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or the equivalent combination of education and experience is required; advanced or graduate degree preferred.
• 10–12 years of experience in financial services, with deep expertise in Alternatives Fund Accounting or related.
• Strong operations knowledge – well versed in solutioning for clients as well as understanding of onboarding, remediation and implementation processes.
• Exceptional client relationship skills, with a proven ability to lead conversations at senior levels and manage executive-level stakeholders.
• A critical thinker able to drive alignment across diverse stakeholder groups and deliver results.
  
  

At BNY, our culture speaks for itself. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion , Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023
  
  

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.