Senior Vice President, Client Enablement

We’re seeking a future team member for the role of Senior Vice President, Client Enablement to join our Client Services Group (Pershing). This role is located in Lake Mary, FL.

• Drives and manages the success and client enablement of platforms and products across the enterprise, including enhancements, changes, transitions, and intermediate remediation plans.
• Partner with our major clients and internal stakeholders to scope requirements which leverage our standard product and service offerings
• Create delivery plans for client implementations of one or more products, services and platforms or complex remediation plans.
• Manage and drive the implementation and set-up of products and services by coordinating across internal and external stakeholders.
• Maintain the project plan across critical milestones, dependencies, and risks across the delivery lifecycle, including identification, escalation, and remediation of impediments across internal and external stakeholders.
• Write and deliver effective communication strategies across internal and external stakeholders, including senior leadership.
• Drive and manage implementation closure, including notification to internal and external stakeholders.
• May engage in activities related to sales support, including creation of RFPs.
• Travel for client meetings and business purposes required, approximately 10% of the time.

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 8-10 years of total work experience preferred.
• Proven experience managing complex business or technology transitions, preferably in financial services or related industries.
• Familiarity with onboarding processes, data mapping, and system configuration/testing cycles.
• Ability to coordinate cross-functional teams including operations, technology, compliance, and trading.
• Excellent communication skills to manage client relationships and internal collaboration.
• Openness to travel, approximately 10%.
• Series 99 or ability to obtain within 6 months.