- Independently onboards clients onto the platform, drive and execute internal testing, execute client joint testing, and handles conversions onto the platform. Serve as an SME to clients as they onboard/transition/convert to/from organization products and solutions.
- Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience. Provides consultative support of complex situations for internal and external clients.
- Responsible for internal UAT and End to End Regression testing, provide SME knowledge to the team and review output to allow sign off on changes to our production platform.
- Provides leadership and recommendations for onsite client support and onboarding.
- Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement.
- Leads large complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting processing activities. Completes an accurate conversion of data on Middle Office systems to provide daily, weekly, or monthly valuation clients. Reviews control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
- Possible direct reports; acts as a Team Lead and provides guidance to less experienced colleagues. Allocates work to and monitors the work quality of others assigned to the client. Leads process improvements based on post-mortem transition analysis. May have people management responsibilities in some geographies.
- Responsible for large complex, mature and/or global clients or more complex platforms; contributes to the achievement of team and area objectives.
- Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- Experience in Middle Office, Asset Servicing, Marketable and Derivative securities, financial services with client-facing or project management roles preferred.
- America's Most Innovative Companies, Fortune, 2025
- World's Most Admired Companies, Fortune 2025
- "Most Just Companies", Just Capital and CNBC, 2025
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Vice President, Middle Office - Lake Mary - BNY
Description
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of VP to join our middle office team. This role is located in Lake Mary Florida (4 days in office per week)
In this role, you'll make an impact in the following ways:
To be successful in this role, we're seeking the following:
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
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.
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Associate, Middle Office I
BNY- Lake Mary
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Associate, Derivatives Middle Office
Full time Only for registered members Lake Mary
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Associate, Middle Office I
Only for registered members Lake Mary, FL, United States
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Vice President, Middle Office
Only for registered members Lake Mary, FL, United States
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Associate, Derivatives Middle Office
Full time Only for registered members Lake Mary
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Associate, Derivatives Middle Office
Only for registered members Lake Mary, FL, United States
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Associate, Derivatives Middle Office
Full time Only for registered members Lake Mary
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Associate, Derivatives Middle Office II
BNY Mellon- Lake Mary
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Associate, Derivatives Middle Office II
Only for registered members Lake Mary
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Associate, Derivatives Middle Office II
Full time Only for registered members Lake Mary
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Associate, Derivatives Middle Office II
Only for registered members Lake Mary, FL, United States
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Senior Associate, Middle Office Operations
Only for registered members Lake Mary, FL, United States
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Senior Associate, Middle Office Operations
Only for registered members Lake Mary, FL
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Senior Associate, Middle Office Operations
Full time Only for registered members Lake Mary
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Rating Specialist
Only for registered members Lake Mary, FL
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Rating Specialist
Full time Only for registered members Lake Mary
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ACATs Associate
Full time Only for registered members Lake Mary
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Senior Associate, Client Processing
BNY- Lake Mary
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Underwriting Specialist
Only for registered members Lake Mary, FL
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Commercial Insurance Senior Account Manager
Only for registered members Lake Mary, FL