Strategic Client Implementation Lead

4 days ago

Pune, Maharashtra, India BNY Full time

At BNY, we empower our employees to grow and succeed. As a leading global financial services company at the center of the world's financial system, we touch nearly 20% of the world's investible assets. Our 50,000+ employees bring the power of their perspective to the table to create solutions with clients that benefit businesses, communities, and people everywhere.

We continue to be an industry leader, 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 makes us stand out.

Located in Pune, this role offers an exciting opportunity to join our Global Markets team as a Strategic Client Implementation Lead. In this position, you'll have the chance to make a significant impact by onboarding clients into our system, opening and closing accounts, and handling transitions and conversions. You will also serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.

Your Key Responsibilities:

  • Under minimal direction, onboard clients into the system, open and close accounts, and handle transitions and conversions to the system.
  • Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions.
  • Obtain and review the appropriate documentation and reference data and ensure regulatory aspects of AML and KYC are completed prior to opening accounts.
  • Ensure all SLAs are met. Prepare clients for entering new accounts by explaining and articulating the level of documentation required, regulations, complexities in the market, and market expectations.
  • Work directly with clients to open new accounts once due diligence on KYC and AML has been completed and work with client and internal parties around asset events.
  • Work 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.
  • Ensure application form is received and tax documentation is received from the investor.
  • Review documents and coordinate with all internal support groups, business managers, and external parties to ensure documents meet certain compliance requirements.
  • Lead 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.
  • Ensure client receives all necessary training or conducts the training him/herself.
  • Identify significant gaps or quality issues in transition processes and make recommendations for improvement.
  • Maintain a book of clients and ensure that client activity on an account is maintained once an account is opened.
  • Ensure onboarding/transition/conversion activities meet all compliance, legal, and regulatory requirements.
  • May facilitate legal negotiation or document review. Participate in UAT, onboarding, 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.
  • No direct reports. Acts as a Team Lead and provides guidance to less experienced colleagues.
  • Suggest process improvements based on post-mortem transition analysis.
  • May have people management responsibilities in some geographies.
  • Responsible for complex, mature, and/or global clients or more complex platforms. Contribute to the achievement of team and area objectives.

To Be Successful in This Role:

  • A minimum of 7-8 years of total work experience in transition management and/or project management preferred.
  • Bachelor's degree or the equivalent combination of education and experience in business management or a related field is required.

About Us:

At BNY, our culture speaks for itself. We're proud of our achievements, including being named America's Most Innovative Companies by Fortune in 2024 and one of the World's Most Admired Companies by Fortune in 2024. We've also received a 100% score on the Human Rights Campaign Foundation's Corporate Equality Index and Disability: IN's Best Places to Work for Disability Inclusion.

Our Benefits and Rewards:

We offer 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.

Estimated Salary: ₹30,00,000 - ₹50,00,000 per annum, depending on experience.

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