At a Glance
- Tasks: Lead client onboarding projects and optimise processes for a seamless experience.
- Company: Join BNY, a top global financial services company driving innovation.
- Benefits: Competitive pay, flexible resources, generous leave, and wellbeing programs.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real impact in finance with cutting-edge technology and a supportive culture.
- Qualifications: Experience in client onboarding and strong project management skills required.
The predicted salary is between 80000 - 100000 £ per year.
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, Client Enablement Manager to join our Wealth Solution team. This role is located in Manchester. In this role, you’ll make an impact in the following ways:
- Lead end-to-end client onboarding projects: define scope, plan timelines, allocate resources, manage RAID logs, and provide clear status reporting to stakeholders.
- Own and optimise onboarding processes: map workflows, standardise procedures, and continuously improve efficiency across onboarding touchpoints.
- Develop deep understanding of onboarding systems and data flows; liaise with technology and Operations teams to resolve defects, improve integrations, and ensure data quality.
- Partner with Wealth client teams to capture requirements, tailor onboarding journeys to client segments, and ensure a high-touch, client-obsessed experience.
To be successful in this role, we’re seeking the following:
- Education: Ideally a Bachelor’s degree in Business, Finance, Education/Instructional Design, Communications, or a related field; or equivalent practical experience.
- Experience: Previous onboarding experience; Extensive work experience, with meaningful time spent in client onboarding, implementation, or operational delivery.
- Project/Program Management: Proven ability to manage complex, multi-stakeholder onboarding initiatives; familiarity with PM methodologies and tools (e.g., Agile, Waterfall, RAID, dashboards).
- Systems and Data Literacy: Strong understanding of onboarding platforms, document management, and data flows; ability to partner with tech and operations to remediate issues.
- Wealth Domain Knowledge: Understanding of wealth management client segments, products, account structures, documentation requirements, and service expectations.
- Stakeholder Management and Communication: Excellent communication skills; ability to influence cross-functional teams (sales, operations, tech, risk) and present clearly to senior stakeholders.
- Process Improvement: Track record in simplifying processes, removing friction, and driving measurable client experience and cycle-time improvements.
- Preferred (nice-to-have): Professional certifications (e.g., PMP, Agile/Scrum, Lean/Six Sigma) and experience implementing onboarding tooling or client journey transformations.
At BNY, our culture speaks for itself. 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.
Vice President, Client Enablement in Manchester employer: BNY Mellon
Contact Detail:
BNY Mellon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Vice President, Client Enablement in Manchester
✨Tip Number 1
Network like a pro! Reach out to current or former employees at BNY on LinkedIn. Ask them about their experiences and any tips they might have for landing the VP, Client Enablement role. Personal connections can give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for the interview by diving deep into BNY's culture and values. Understand how they leverage AI and technology in client onboarding. This will help you tailor your answers and show that you're not just another candidate, but someone who truly gets what #LifeAtBNY is all about.
✨Tip Number 3
Showcase your project management skills! Be ready to discuss specific examples of how you've led complex onboarding projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your achievements.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for joining the team at BNY. Let’s make sure your application stands out!
We think you need these skills to ace Vice President, Client Enablement in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the VP, Client Enablement role. Highlight your relevant experience in client onboarding and project management, and don’t forget to showcase your understanding of wealth management. We want to see how you can bring your unique skills to our team!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to lead complex onboarding projects. Use metrics where possible to illustrate your impact. We love seeing how you've made a difference in previous positions!
Be Clear and Concise: Keep your application clear and to the point. Avoid jargon and ensure your key points stand out. We appreciate straightforward communication, especially since this role involves influencing cross-functional teams and presenting to senior stakeholders.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about #LifeAtBNY and what we stand for!
How to prepare for a job interview at BNY Mellon
✨Know Your Onboarding Processes
Before the interview, dive deep into the onboarding processes relevant to the role. Familiarise yourself with common challenges and best practices in client enablement. This will help you speak confidently about how you can optimise these processes at BNY.
✨Showcase Your Project Management Skills
Be ready to discuss your experience with project management methodologies like Agile or Waterfall. Prepare specific examples of complex onboarding projects you've managed, highlighting your ability to coordinate multiple stakeholders and deliver results.
✨Understand the Wealth Management Landscape
Brush up on your knowledge of wealth management client segments and products. Being able to articulate how different account structures and documentation requirements impact the client experience will set you apart as a candidate who truly understands the industry.
✨Communicate Effectively
Practice articulating your thoughts clearly and concisely. Since the role involves influencing cross-functional teams, demonstrate your communication skills by preparing to present your ideas and experiences in a way that resonates with senior stakeholders.