Senior VP, Client Processing & Wealth Operations
BNY Mellon
BNY Mellon is seeking a Senior Vice President, Client Processing, to join our Total Wealth Services Operations team. This role, based in Lake Mary, FL, involves managing strategic initiatives and leading a team focused on client asset movement transactions, ensuring compliance and operational efficiency. Key qualifications include a Bachelor’s degree, significant experience in management, and the ability to utilize automation and AI tools. The company offers competitive compensation and benefits rooted in a culture of excellence. #J-18808-Ljbffr BNY Mellon
- Senior Vice President, Client Processing At BNY, our culture allows us to run our company better and enables employees’ growth and success. As... ...President, Client Processing to join our Total Wealth Services Operations team. This role is located in Lake Mary, FL . In this...OperationsSeniorWork experience placementWork at officeLocal areaWorldwideFlexible hours
- BNY is seeking a Client Processing Lead in Town of Florida, NY. This role involves leading a client processing support team and handling day-to-day operations, ensuring excellent customer service and problem resolution. A high school diploma is required, with a Bachelor...OperationsSenior
- Senior Associate, Client Operations - Core Clearing Client Processing Location: Lake Mary, FL Responsibilities Works with external clients to resolve complex day-to‑day issues and direct them to appropriate resources at BNY. Supports clients in addressing and resolving...OperationsSeniorWork experience placementFlexible hours
$95k - $110k
...professional to manage the quarterly commercial valuation management process in New York. The role requires a strong background in valuation... ...position. Responsibilities include guiding a team, executing client consulting engagements, and overseeing the production of...Senior- ...a financial services role focused on acquiring and managing client relationships. Responsibilities include business development, providing integrated wealth solutions, and leading client management processes. Candidates should have over 12 years of experience in private...Senior
- ...provider located in New York is seeking a Senior Vice President of Actuarial Services... ..., along with strong skills in strategic thinking and client relationships. This position promotes a collaborative culture and high-level efficiency in actuarial operations. #J-18808-Ljbffr...OperationsSenior
- BNY Mellon in Lake Mary, FL is seeking a Vice President, Client Coverage to manage key client relationships in Wealth Services. This role focuses on advising clients, growing revenue, and ensuring compliance. The ideal candidate will have a Bachelor’s degree, 5+ years...
- BNY is seeking a Senior Associate in Client Operations located in Lake Mary, FL. The role involves resolving complex client issues, providing analytics, and ensuring effective processing of transactions. Candidates should have relevant experience and education, preferably...OperationsSenior
- ...searching for a Private Banker to join their U.S. Private Bank team in New York. The role involves advising families on wealth management, building client relationships, and utilizing knowledge of investments and financial services. Candidates must have a Bachelor's...SeniorBank staff
- ...including pricing governance processes and controls, as well as sales... ...direct interaction with clients in the form of written and verbal... ...as well as ad hoc financial operations reporting, provider network analysis... ...recommendations to senior management across teams both...OperationsSeniorContract workRemote work
- ...bring. Position Overview The Senior Vice President of Global Sales... ...infrastructure, systems, and processes; foster a culture of... ...accounts, and high-net‑worth client channels; represent Starwood... ...accommodations, please visit People Operations. #J-18808-Ljbffr SH Group Operations...OperationsSeniorRelocation
- ...consumers, our employees, and our clients is what matters most.Who We... ..., LLC provides end-to end operational servicing functions for credit... ..., data, and thoughtful process design to enhance both customer... ...and priorities of the role.As Senior Vice President, Customer Experience...OperationsSeniorRemote work
- BNY is seeking a Senior Associate in Client Processing, located in Lake Mary, Florida, requiring 4 days in the office each week. The role entails providing analytics and reporting services, managing client issues, and participating in product development. Ideal candidates...SeniorWork at office
- A global financial services company is seeking a Senior Specialist, Client Processing to be part of their Trade Servicing team in Lake Mary, FL. This role involves monitoring trade transactions, acting as a subject matter expert, and ensuring adherence to policies and...Senior
- ...professionals for this role. Senior Vice President, Auditor,... ...technologies to collaborate with clients, driving transformative solutions... ..., control design, and operating effectiveness. Drive end-to-end... ...meaningful issues impacting business processes and challenge remediation...OperationsSeniorWorldwideFlexible hours
- A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded client experience. The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional...Senior
- JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs...
- JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking to develop and manage high-net-worth client relationships. This role focuses on providing exceptional service and targeted financial advice, facilitating access to the bank's comprehensive...Senior
$60k - $85k
...their most significant risk, workforce, wealth management and retirement challenges through... ...1993 we have connected employees of our clients to over $4.5 billion of income... ...corporate clients and overseeing internal operations among different functional groups. The individual...OperationsSeniorFull timeRemote workWorldwideMonday to Friday3 days per week$99k - $175k
VP- Employee Benefits Practice Leader (South... ...significant risk, workforce, wealth management and... ...the team, the business operations and the client experience to drive... ...and participates as senior leader Participates... ...business practices and processes Provides feedback on...OperationsFull timeLocal areaImmediate start- CardWorks Servicing LLC is seeking a Senior Vice President, Customer Experience to lead a large organization focused on operational excellence and customer engagement. The successful candidate will shape contact center operations and enhance customer and employee experiences...OperationsSeniorRemote job
$50k
Solairus Aviation is seeking a Full-Time Client Aviation Manager (CAM) based in South Florida. The selected candidate will supervise personnel, ensuring adherence to policies and regulations while promoting Solairus’ culture of service, safety, and integrity. This role...OperationsSeniorFull time- Senior Associate, Client Processing BNY is a leading global financial services company that enables employees’ growth and success while driving transformative solutions worldwide. Location: Lake Mary, Florida (4 days in office per week). Responsibilities Provide complex...SeniorWork experience placementWork at officeLocal areaWorldwideFlexible hours
- ...role involves establishing quality standards for products and processes, working closely with cross-functional teams to mitigate quality... .... The position offers a dynamic work environment contributing to U.S. military operations. #J-18808-Ljbffr General Dynamics CorporationOperationsSeniorWork at office
- ...financial goals. Our First Citizens Wealth team delivers integrated... ...designed to support clients at every stage of life. Join... ...for clients throughout sales process and assists in calls or presentations... ...reporting, and daily support operations. Documentation - Prepares documentation...OperationsWork at office
- Marathon Petroleum is seeking a Process Technologist to ensure technical needs are met and to provide guidance across refinery operations. The ideal candidate will have a Bachelor's Degree in Chemical Engineering and 15+ years of experience in process technology. This role...OperationsSenior
- ...is in Lake Mary, FL and Pittsburgh, PA. Impact Areas Design, operate, and secure Azure Oracle database services, managing Oracle database... ...with enterprise approval systems and incident/ticketing processes Exposure to data classification/discovery tooling and secure media...OperationsSeniorWork experience placementFlexible hours
$98k - $140k
...automate and streamline HR and payroll processes, attract and retain talent, and build... ...find solutions with a position in Operations. Use your problem-solving skills to... ...designated work hours. Position Overview The Senior Manager Client Services Ops - Enterprise oversees...OperationsSeniorFull timeWork at officeLocal areaRemote workWorldwide$60k - $70k
...Fellowship Financial Group empowers clients through education-driven... ...Our comprehensive seven-step process helps individuals and... ...account management, and daily operations. You'll work closely with both... ...Qualifications 1+ years minimum in wealth management, financial...OperationsWork at office- ...breakthrough technologies to collaborate with clients, driving transformative solutions... ...future team member for the role of Senior Specialist, Client Processing to join our Trade Servicing team.... ...in reviewing/developing Department Operating Instructions and ensure adherence...SeniorWork experience placementWork at officeImmediate startWorldwideFlexible hours
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