BNY Wealth Newport Beach CA

Senior Vice President, Client Processing Manager

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 48 days ago
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Senior · 7+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 7+ years

Skills & tools

ManagementProcess ImprovementFinancial AnalysisOperations
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Full job description

We're seeking a future team member for the role of Senior Vice President, Client Processing Manager to join our Conventional Trust team. This role is located in Pittsburgh, PA .

In this role, you'll make an impact in the following ways:

- Manages Client Processing activities through other managers or a large team of senior professionals. - Oversees all aspects of client account support, including solicitation, inquiries, transactional processing, and problem resolution. - Acts as a top-level escalation point for external clients when issues remain unresolved at lower support levels. - Ensures work volume meets established product and service standards, exceeds quality expectations, and is appropriately reviewed and documented. - Identifies and implements process improvements to enhance efficiency and improve the experience for clients and stakeholders. - Recruits, leads, motivates, and develops staff to maximize individual contribution, support professional growth, and foster strong team collaboration. - Provides input into departmental budgets and planning activities. - May develop business plans for team or group operations. - Manages one or more Client Processing teams. - Contributes to the achievement of broader team objectives.

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

- Bachelor's degree or the equivalent combination of education and experience required. - Advanced or graduate degree preferred. - 7-10 years of total work experience preferred. - 1-3 years of management experience preferred. - Experience in brokerage processing preferred. - Applicable local or regional licenses and certifications required, as applicable to the business.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.