Bring your ideas. Make history.
BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what #LifeAtBNYMellon is all about.

We’re seeking a future team member for the role of: Vice President, Transition Account Manager to join our Pershing Wealth Solutions team. This role can be located in Jersey City, NJ or Lake Mary, FL - HYBRID.

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

• The Transition Account Manager will independently support onboarding large, complex Registered Investment Advisors, Family Offices, and other Wealth Advisory Financial Firms onto the BNY Mellon | Pershing platform to provide financial custody services for client accounts to develop, execute and maintain a detailed transition project to smoothly transition firm and client accounts onto our custody platform.
• Will facilitate the operational set-up of the firm to utilize a wide array of products and services, coordinates opening of client accounts via the collection and processing of large amounts of client data and perform various roles in the setup and client training of multiple products and services on our platform
• Participates in project management activities for the transition such as reporting, issue/risk tracking, legal negotiation or document review, scheduling, and coordination and delivery of training
• Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process
• Plays a key role in identifying internal gaps, efficiency and quality issues in transition processes and implements action plans to drive improvement and increase our competitive advantage
  

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

• Bachelor‘s degree or the equivalent combination of education
• 6-9 years of total work experience in securities, financial services, client-facing, or project management role
• Client interaction and superior communication and relationship management is a major part of the role and is critical to success
• Must have strong client service, time management, and problem-resolution skills to effectively manage transition events and consistently meet objectives
  

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

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion , Disability: IN – 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP’s Climate Change ‘A List’
  

Our Benefits:

BNY Mellon 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 that can support you and your family through moments that matter.

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

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.