At a Glance
- Tasks: Lead operational teams in tax, corporate actions, and mutual funds within a global financial institution.
- Company: Join BNY Pershing, a globally recognised leader in wealth services.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Dynamic environment with a focus on innovation and client service.
- Why this job: Make a real impact in a modernising custody platform with exposure to automation and AI.
- Qualifications: Experience in financial services, strong leadership skills, and knowledge of relevant regulations.
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.
Wealth Services Platform | Custody & Asset Servicing Operations employer: BNY Pershing
At BNY Pershing, we pride ourselves on being an exceptional employer, offering a dynamic work environment in Manchester that fosters innovation and collaboration. Our commitment to employee growth is evident through our focus on modernising operations and embracing automation, providing team members with unique opportunities to lead impactful projects in the financial services sector. With a competitive salary package and a hybrid working model, we ensure our employees enjoy a balanced work-life experience while contributing to a globally recognised financial institution.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Services Platform | Custody & Asset Servicing Operations
✨Tip Number 1
Network like a pro! Reach out to folks in the industry, attend events, and connect with people on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how your experience aligns with their needs. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements in tax operations, corporate actions, or mutual funds.
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Wealth Services Platform | Custody & Asset Servicing Operations
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 use keywords from the job description to catch our eye!
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 role and how your skills align with what we’re looking for. Keep it concise but impactful!
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you've driven efficiency or improved processes in your previous roles.
Apply Through Our Website:We encourage you to apply 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!
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, improved efficiency, and resolved client issues in high-pressure 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, how you ensured accuracy, and any improvements you've driven in automation or workflow efficiency.
✨Highlight Your Stakeholder Management Experience
Stakeholder engagement is key in these roles. Think of instances where you've successfully collaborated with custodians, agents, or internal teams to achieve operational goals, and be ready to share those stories during your interview.
