At a Glance
- Tasks: Lead tax operations and corporate actions while driving process improvements in financial services.
- Company: Globally recognised financial institution at the forefront of operational excellence.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Join a dynamic team focused on innovation and digital transformation.
- Why this job: Shape operational excellence and lead high-performing teams in a transformative environment.
- Qualifications: Experience in financial services operations and strong leadership skills required.
The predicted salary is between 60000 - 80000 £ per year.
Location: Manchester, England, United Kingdom (Hybrid – 4 days onsite)
Full-time Competitive salary: (dependent on experience)
We are partnering with a leading global financial services institution to hire experienced operations professionals across several high-impact roles within Enterprise Custody Services Operations and Wealth Services platforms. These opportunities sit within critical operational functions supporting global custody, asset servicing, investment operations, and wealth services environments. The roles offer the chance to lead teams, strengthen operational controls, enhance client service delivery, and drive process improvement and digital transformation initiatives across complex financial operations.
Vice President – Tax Operations
- Lead tax operations across global withholding tax, tax treaties, Relief at Source, Tax Reclaims, FATCA/CRS (AEOI) reporting, 1446f, and tax form validation activities.
- This role combines operational leadership with hands-on oversight across reconciliations, client servicing, regulatory compliance, and operational risk management.
Vice President – Corporate Actions Manager
- Lead corporate actions operations across global markets, ensuring accurate event processing, regulatory compliance, client reporting, and operational excellence.
- Drive continuous improvement initiatives, strengthen controls, manage KRIs, and support digital transformation and AI-enabled process enhancements.
Manager – Mutual Funds
- Manage operational teams supporting fund-related activities including Fund Manager Account Openings, AML Due Diligence, Share Class Conversions, Fund Trading (STP/manual), and Fund Settlements.
- Lead client service delivery, operational controls, MI/KPI reporting, testing coordination, and process optimisation initiatives.
About the Organisation
Our client is a globally recognised financial institution operating at the centre of the financial services ecosystem, delivering world-class custody, settlement, asset servicing, and investment operations solutions across international markets. The organisation combines advanced operational platforms, AI-enabled technologies, and digital transformation initiatives to drive operational excellence, efficiency, and client outcomes across global teams.
Key Requirements
- Experience within Financial Services Operations, Asset Servicing, Custody, Wealth Management, or Investment Operations
- Strong leadership and stakeholder management skills
- Experience managing operational teams, controls, KRIs/KPIs, and client service delivery
- Knowledge of Tax Operations, Corporate Actions, Mutual Funds, AML, Fund Settlements, or Custody Operations
- Strong analytical and reconciliation skills with experience using Excel and operational MI reporting
- Experience driving process improvement, operational efficiency, and transformation initiatives
- Interest in AI, automation, robotics, and digital operational tooling
- Ability to operate in fast-paced, high-volume operational environments
Why Join?
This is an opportunity to join a globally recognised organisation undergoing significant operational transformation and technology innovation. You’ll have the chance to shape operational excellence, strengthen governance and controls, lead high-performing teams, and contribute to large-scale strategic initiatives within a world-class financial services environment.
How to Apply
If you’re a VP or SVP-level professional ready to make an impact:
- Click “Apply” via LinkedIn
- Or contact directly: mdhas@atriumglobal.com
- Message me for a confidential discussion, we look forward to hearing from you.
Vice President employer: BNY Pershing
At BNY Pershing, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Manchester. Our commitment to employee growth is evident through comprehensive training programs and leadership development opportunities, ensuring that our team members thrive in their careers while contributing to meaningful operational improvements in the financial services sector. With a hybrid working model and a focus on accountability and service excellence, we provide a supportive environment where you can make a real impact.
StudySmarter Expert Advice🤫
We think this is how you could land Vice President
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for VP roles. A personal recommendation can go a long way in landing that interview.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their operations, recent news, and how they leverage technology in their services. This will help you stand out as a candidate who’s genuinely interested.
✨Tip Number 3
Showcase your leadership skills during interviews. Be ready to discuss specific examples of how you've led teams, improved processes, or enhanced client service delivery in your previous roles. We want to see your impact!
✨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 you’re serious about joining our team and contributing to our operational excellence.
We think you need these skills to ace Vice President
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your leadership roles and any relevant operational experience to show us you’re the right fit for the VP position.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background aligns with our needs. Don’t forget to mention your interest in digital transformation and AI, as these are key areas for us.
Showcase Your Achievements:When detailing your past roles, focus on quantifiable achievements. Did you improve operational efficiency or lead a successful project? We want to see how you’ve made an impact in your previous positions!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at BNY Pershing
✨Know Your Stuff
Make sure you brush up on your knowledge of tax operations, corporate actions, and mutual funds. Familiarise yourself with key terms like FATCA/CRS reporting and operational risk management. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Leadership Skills
As a VP, you'll need to demonstrate strong leadership abilities. Prepare examples from your past experiences where you've successfully led teams or driven process improvements. Highlight how you managed stakeholder relationships and enhanced client service delivery.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills in high-pressure situations. Think about challenges you've faced in financial services operations and how you overcame them. This will showcase your analytical skills and ability to operate in fast-paced environments.
✨Engage with Digital Transformation
Since the organisation is focused on digital transformation, be prepared to discuss your experience with AI, automation, and operational tooling. Share any relevant projects you've worked on that involved technology enhancements, as this will align with their vision for operational excellence.
