Client Onboarding & Change Program Lead

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

• Responsible for project/program management of complex projects and programs for new business. These would typically be long-term, multi-year and could be across platforms.
• Collaborates with internal Key Partners and clients to facilitate the conversion of new client’s assets, processes, and procedures from current custodian(s) to BNY.
• Deploys full program governance with standard artifacts to track project plan assignments.
• Coordinates the planning, scheduling, reporting, and issue / risk tracking, escalates project/program risks to management and works with internal and external stakeholders to meet target onboarding/conversion timelines.
• Lead Client Conversion and Change improvement initiatives.
• Provides leadership and recommendations for overall success of complex onboardings/conversions to ensure the highest quality of project delivery and client satisfaction
• Collaborates with firm-wide resources (Operations, Product, Technology, Legal, etc.) to ensure client onboarding/conversion needs are being addressed and ensures alignment across teams

• Proactively manages client expectations by evaluating scope creep, material project changes, and customized operating models

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

• Bachelor’s degree or the equivalent
• Sufficient years of total work experience preferred
• Project Management Certification is strongly preferred
• Experience in client-facing and/or project management roles is strongly recommended

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

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