Junior Project Lead, Onboarding

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre 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 #LifeAtBNY is all about.

We’re seeking a future team member for the role of Junior Project Lead to join our Pershing Onboarding team. Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. This role is located in Liverpool and is Hybrid working.

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

• Leads project management activities for onboarding/transitions/conversions such as reporting, planning, issue / risk tracking, scheduling, effort estimation, day-to-day tracking, and other project documentation preparation. 
• Main point of contact for Client Firm queries and works with Operational SME’s as required
• Conducts pre-transition testing and quality review of products/solutions; advises client on corrective actions.
• Responsible for small to medium size on/off boarding projects
• Ensures client has submitted/provided all required documentation and files; provides quality review of submissions. Coordinates with business or data analysts for data file and business requirement review.
• Works closely with and provides support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience.
• Participates in communications with internal and external stakeholders.
• At transition completion, briefs the client services and/or account management team on operational activities relevant for ongoing, long-term support. 
• Contributes to the achievement of team objectives.
• Supports complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities. 
• Supports and reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process. 
• Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client needs are being addressed.
• Ensures onboarding/transition/conversion activities meet all compliance, legal and regulatory requirements. 
• May facilitate legal negotiation or document review. Participate in UAT, on boarding and fault resolution.
• Responsible for overall success of moderately-sized or complex transitions, ensuring client satisfaction through the monitoring of project quality and efficiency and management of the direct client experience. 
• Under minimal direction, onboards clients into the system, opens and closes accounts and handles transitions and conversions to the system. 
• Serves as an advisor to clients as they onboard/transition/convert to/from organization products and solutions. 
• Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts. 
• Works directly with clients to access documentation requirements and reference data. May be responsible for onsite client support and training to assist with documentation, quality review and submission of documents. 
• Ensures client receives all necessary training. 
• Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement. 
• No direct reports. 
• Allocates work to and monitors the work quality of others assigned to the client. 
• Suggests process improvements based on post-incident reviews.
• Contributes to the achievement of team and area objectives.
• Experience/background in financial operations is preferred.
• Strong written and communication skills
• Excellent working knowledge of Microsoft Word, Excel, PowerPoint, Smartsheet
• Knowledge of Front office systems, i.e. Objectway, Pershing Nexus & Nx2. 
• Flexibility to adapt to meet clients’ needs
• Ability to cope with heavy workload by prioritising
• Project Management experience would be an advantage 
• Client facing experience required
• Bachelors degree or the equivalent combination of education and experience is required. 

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

• Develop and maintain effective relationships with clients, both internally and externally.
• Co-ordinate and lead workshops both internally and externally 
• Knowledge of transfer market (funds, international and Crest) would be advantageous

At BNY Mellon, our inclusive 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