At a Glance
- Tasks: Lead teams in tax operations, corporate actions, and mutual funds within a dynamic financial environment.
- Company: Join BNY Pershing, a globally recognised financial institution with a modernising wealth services platform.
- Benefits: Enjoy a competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Be part of a team transforming custody and asset servicing operations with automation and AI.
- Why this job: Make a real impact in financial services while driving innovation and efficiency.
- Qualifications: Strong experience in tax operations, corporate actions, or mutual funds is essential.
The predicted salary is between 60000 - 80000 € per year.
We are hiring Vice President (VP) level professionals across three key operational domains within BNY Pershing’s Wealth Services Platform. These roles sit within high-volume, regulated custody and asset servicing operations, supporting global clients across tax, corporate actions, and fund services.
You will be responsible for leading operational teams, improving controls, driving efficiency, and ensuring accurate and timely client servicing across complex financial products and markets.
- Vice President – Tax Operations
What You’ll Be Doing:
- Oversight of global tax operations including withholding tax, reclaims, treaty relief, FATCA/CRS reporting, and 1446f processing
- Managing tax-related controls, reconciliations, and regulatory compliance requirements
- Ensuring accuracy of dividend taxation and income processing across jurisdictions
- Leading issue resolution, exception management, and client tax queries
- Driving improvements in tax processing automation and controls
- Partnering with compliance and regulatory teams on tax governance frameworks
What We’re Looking For:
- Strong tax operations experience in financial services
- Knowledge of FATCA, CRS, withholding tax regimes, and tax reporting frameworks
- Experience with reconciliations and control environments
- Strong stakeholder management and operational leadership skills
- Vice President – Corporate Actions
What You’ll Be Doing:
- Leading end-to-end corporate actions processing (mandatory and voluntary events)
- Ensuring accurate client event processing across custody platforms
- Managing operational risk, deadlines, and event reconciliation accuracy
- Acting as escalation point for complex corporate action events and client issues
- Driving improvements in automation, standardisation, and workflow efficiency
- Collaborating with custodians, agents, and internal teams
What We’re Looking For:
- Experience in corporate actions or custody operations
- Strong knowledge of equities, securities processing, and market events
- Ability to manage high-volume, time-sensitive operational environments
- Strong leadership and stakeholder engagement capability
- Vice President – Mutual Funds / Fund Services
What You’ll Be Doing:
- Management of mutual fund operations including fund dealing, settlements, share class conversions, and AML due diligence
- Oversight of fund onboarding and fund manager account processes
- Ensuring accurate execution of fund orders and settlement activities
- Maintaining operational control models, MI, and performance reporting
- Managing client queries and fund-related escalations
- Driving process improvement and automation across fund operations
What We’re Looking For:
- Experience in funds, asset management operations, or custody platforms
- Knowledge of fund structures, dealing cycles, and settlement processes
- Strong operational leadership and team management capability
- High attention to detail and strong reconciliation skills
Why Join?
- Work within a globally recognised financial institution
- Be part of a modernising custody and wealth services platform
- Lead operational teams driving real client and regulatory impact
- Exposure to automation, transformation, and AI-enabled operations
Eligibility: Applicants must have full, unrestricted right to work in the UK. Sponsorship is not available now or in the future.
How to Apply: Apply via LinkedIn or contact directly for a confidential discussion.
Locations
Wealth Services Platform | Custody & Asset Servicing Operations in Cheshire, Warrington employer: BNY Pershing
At BNY Pershing, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. Our Manchester office provides a hybrid working model, allowing for a balanced work-life integration while engaging in meaningful projects that drive efficiency and client satisfaction. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth within a globally recognised financial institution, we empower our employees to excel in their careers and make a real impact in the wealth services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Services Platform | Custody & Asset Servicing Operations in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those in custody and asset servicing. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax operations and corporate actions. We recommend creating a cheat sheet with key terms and recent industry trends to impress your interviewers.
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss specific examples where you've led teams or improved processes. This is crucial for VP roles, so make sure you highlight your operational achievements.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Wealth Services Platform | Custody & Asset Servicing Operations in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the specific role you're applying for. Highlight your relevant experience in tax operations, corporate actions, or mutual funds, and don’t forget to showcase your leadership skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Vice President role. Mention your experience with regulatory compliance and operational efficiency, and how you can contribute to our Wealth Services Platform.
Showcase Your Achievements:When detailing your work experience, focus on your achievements rather than just responsibilities. Use metrics where possible to demonstrate how you've improved processes or led successful projects in high-volume environments.
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s the easiest way for us to review your application and get you one step closer to joining our team at BNY Pershing!
How to prepare for a job interview at BNY Pershing
✨Know Your Tax Operations Inside Out
Make sure you brush up on your knowledge of tax operations, especially around FATCA, CRS, and withholding tax regimes. Be ready to discuss how you've managed tax-related controls and reconciliations in your previous roles.
✨Showcase Your Leadership Skills
As a VP, you'll need to demonstrate strong leadership capabilities. Prepare examples of how you've led teams through complex operational challenges and improved efficiency in high-volume environments.
✨Understand Corporate Actions Thoroughly
Familiarise yourself with the end-to-end process of corporate actions. Be prepared to discuss specific events you've managed and how you ensured accuracy and compliance throughout the process.
✨Highlight Your Stakeholder Management Experience
Effective communication with stakeholders is key in these roles. Think of instances where you've successfully engaged with clients or internal teams to resolve issues or drive improvements, and be ready to share those stories.
