Project Manager - Transition Management

BNY Mellon - Boston, MA

Full-time - Senior

Boston, MA

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Senior Transition Project Manager at BNY will play a crucial role in managing and overseeing institutional client portfolio transitions. This position requires effective communication and coordination with various stakeholders to ensure successful project delivery and client satisfaction. The role involves designing project plans, maintaining documentation, and providing ongoing oversight of active transitions, all while ensuring the highest standards of care and responsiveness to client needs.

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 support health and financial goals