Senior Transition Project Manager

Bn'Y - Boston, MA

Full-time - Senior

Boston, MA

10,001+ employees

Real Estate

About the position

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

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 foster personal resilience and financial goals