Vice President, Client Processing Manager I

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the centre of the world’s financial system, we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities, and people everywhere. We continue to be a leader in the industry, 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 role is located in Liverpool, and is Hybrid. In this role, you’ll make an impact in the following ways:

• This role is responsible for the management of an operational team dealing with the administration of Wrapper and SIPP accounts.
• The role requires both hands-on management and strategic planning.
• Responsible for resource allocation and for ensuring projects are on schedule and to budget.
• Provides a consistent client service level model and ensures that all service levels are consistently satisfied or exceeded.
• Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards.
• Identifies and implements process improvements to improve the experience for all stakeholders.
• Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
• Sets departmental budgets and conducts resource planning.
• Develops business plans for team/group operations.
• Ensuring all client queries received by the team are reviewed and resolved in line with expectations and ensuring delivery of a high level of client service both internally and externally.
• Maintain departmental control models, produce MI and monitor KRIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimised.
• Ensure all tasks and duties that fall within the team’s responsibility are completed in a timely and accurate manner.
• Escalation of any material issues.
• Co-ordinate testing and ensure test scripts are up to date and reflective of live process, plus support of software releases.
• Keep up to date with industry developments and changes.
• Undertake projects or tasks as required.

To be successful in this role, we’re seeking the following:

• Experience of managing multi-disciplinary teams ideally across multiple locations.
• Direct experience of dealing with a wide range of employee relations activities.
• Strong operational experience in a related financial services discipline ideally SIPP.
• Good understanding of Pensions and the tax regime in which they operate.
• Demonstrable understanding of FCA, CASS and CBI CAR rules.
• Strong systems skills/ability to define MI/manipulate data (ideally intermediate+ Excel).
• Senior management/Board experience.

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.