BNY Wealth Newport Beach CA

Vice President, Client Operations -CLO/Structured Debt

Full-time · Houston, TX
✓ Verified live on the employer's own system · added 74 days ago
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Senior · 7+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 7+ years

Skills & tools

OperationsBusiness DevelopmentProcess ImprovementCustomer ServiceAccountingCommunications

Benefits — mentioned in this posting

Wellness & perksPaid time off
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Full job description

At BNY, our culture allows us to run our company better and enables employees' 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 Al 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 what #LifeAtBNY is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of Vice President, Client Operations

  • CLO/Structured Debt to join our Information not provided in the provided context team. This role is located in Houston, Texas.
  • Lead support for major external clients by resolving complex operational and technical issues, ensuring requests are executed, and directing clients to appropriate resources at BNY.
  • Apply advanced problem-solving skills, judgment, and experience to analyze complex information and deliver high-quality service to a specialized client base, resolving the most complex or non-routine inquiries.
  • Leverage in-depth knowledge of BNY products and services across lines of business and geographies to proactively identify client needs, contribute to business development efforts, and propose expanded offerings for front-office consideration.
  • Participate in and lead internal initiatives to improve the client experience, develop process improvements based on client service best practices, and support multiple complex client accounts.
  • Bachelor’s degree in Business, Finance or the equivalent combination of education and experience.
  • Relevant client service/operations experience in financial services preferred.
  • Analytical and problem-solving skills with proficiency in finance/accounting, compliance/reporting, and reconciliation; ability to interpret complex data and make informed decisions.
  • Excellent communication and interpersonal skills with the ability to build strong relationships with clients and internal teams; thorough understanding of industry regulations and standards.
  • Demonstrated experience leading teams and providing guidance to less experienced team members.

At BNY, our culture speaks for itself, check out the latest BNY news at:

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.

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