At a Glance
- Tasks: Lead client onboarding projects and optimise processes for a seamless experience.
- Company: Join BNY, a global leader in financial services with a culture of innovation.
- Benefits: Competitive pay, flexible resources, generous leave, and wellbeing programs.
- Other info: Opportunity to grow in a dynamic environment with a focus on excellence.
- Why this job: Be part of transformative solutions that redefine industries and uplift communities.
- 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 employee’s 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 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.
Responsibilities- 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.
- 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.
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 employer: BNY
At BNY, we pride ourselves on fostering a culture that champions employee growth and success, making us an exceptional employer in the financial services sector. Located in Manchester, our team enjoys access to cutting-edge technology and innovative resources, alongside competitive compensation and generous benefits that support both personal and professional development. Join us to be part of a collaborative environment where your contributions drive transformative solutions and uplift communities worldwide.