Project Manager - Transition Management

Bn'Y - Boston, MA

Full-time - Senior

Boston, MA

10,001+ employees

Real Estate

About the position

The Senior Transition Project Manager will play a crucial role in managing institutional client portfolio transitions within the Buy Side Trading Solutions team at BNY Mellon. This position involves end-to-end project management, effective communication with various stakeholders, and ensuring client satisfaction through meticulous oversight and reporting.

Responsibilities

• Scope, plan and manage projects end-to-end in support of institutional client portfolio transitions.
• Communicate and coordinate effectively with transition clients, investment managers, BNY's trading and analytics teams, and custodians to deliver customer success.
• Design and manage project plans, and present the plans to transition clients.
• Prepare and maintain client onboarding and reporting documentation.
• Provide ongoing oversight and monitoring of active transitions, through reporting, issue tracking and escalation of issues.
• Work with the Quant Modeling and Analytics team to deliver pre- and post-transition reports.
• Ensure client satisfaction with the highest standard of care and responsiveness.
• Inform Product Management of key gaps and help prioritize the roadmap based on client needs.

Requirements

• Bachelor's degree or the equivalent combination of education and experience required.
• FINRA Licenses 7 and 63 required.
• 8+ years of relevant experience preferred.
• Strong understanding of US and global capital markets and financial instruments.
• Excellent written and oral communication skills.
• Demonstrated project management skills and ability to drive initiatives forward.
• Proficiency in Microsoft Excel, PowerPoint and project planning tools.
• Strong time management and prioritization skills, including the ability to work across multiple workstreams with short lead times in a fast-paced environment.
• Strong influencing skills, including ability to articulate complex issues and incorporate feedback.
• Willingness to learn, develop, and take on additional responsibilities.
• Ability to work independently with minimal guidance.
• Team-player mentality, attention to detail and appetite to learn.

Benefits

• Highly competitive compensation
• Generous paid leaves including paid volunteer time
• Access to flexible global resources and tools for personal and professional development
• Wellbeing programs to focus on health and personal resilience