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
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- ...future team member for the role of Senior Vice President, Client Enablement to join our Client Services... .... Familiarity with onboarding processes, data mapping, and system configuration... ...coordinate cross-functional teams including operations, technology, compliance, and trading...OperationsSeniorWork experience placement
- 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 We're seeking a future team member for the role of Senior Associate, Client Operations - Core Clearing Client Processing to join our Global Clearing Operations team. This role is located in Lake Mary...OperationsSeniorWork experience placement
- ...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...OperationsSeniorWork experience placementWork at officeImmediate startWorldwideFlexible 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- BNY Mellon is seeking a Vice President, Client Success to join our Wealth Services Platform team in Lake Mary, FL. The ideal candidate will possess... ...involves developing client communications related to operations, regulatory updates, and technology changes, requiring 5...Operations
- ...member for the role of Vice President, Client Success to join our Wealth Services Platform team. This role... ...professional who can translate operations, regulatory, and technology changes... ...publication schedules, and distribution processes. Use tools such as Seismic, email...OperationsWork experience placement
- 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
- Associate, Client Processing II At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading... ...role of Associate, Client Processing II to join our Total Wealth Services Ops team. This role is located in Lake Mary, FL . In...SeniorWork experience placementWorldwideFlexible hours
- Senior Vice President of Sales page is loaded## Senior Vice President... ...infrastructure, systems, and processes to support a growing global... ...accounts, and high-net-worth client channels.* ### Represent... ...accommodations, please visit People Operations.Life at Starwood Hotels is...OperationsSeniorLive inRelocationNight shift
- ...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
- ...member for the role of Vice President, Client Enablement to join our Client Services Group... ...coordinate the end-to-end transition process for new and converting advisor firms. This... ...stakeholders to support discovery, operational setup and technology and third‑party integrations...OperationsWork experience placement
- 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
$70k
Citi is seeking a Senior Wealth Relationship Advisor in New York to deepen relationships with existing clients, manage client follow-ups, and ensure compliance with regulations. Responsibilities include building client relationships, responding to referrals, and making...Senior- Fwainvest is looking for a Wealth Consultant IV to provide advanced wealth planning for high-net-worth clients with significant autonomy. The role requires a bachelor's degree... ...with Financial Advisors. The position operates in a hybrid work environment and requires strong...Senior
- Fairygodboss is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You'll work closely with Financial Advisors, providing tailored solutions and building strong client relationships. If you're a proactive individual...Senior
- ...important people decisions. We help clients build better workplaces,... ..., we’re looking for a Senior Client Associate to join our... ...clients and supporting our branch operations. You’ll be part of a collaborative... ...reports, and ensure that all processes meet our high standards. By...OperationsSeniorFull timeLive outWork at officeLocal areaFlexible hours
- BNY Mellon is hiring a Senior Specialist in Client Processing for their Lake Mary location. The role involves ensuring service level agreements are met and reviewing account requests for compliance. The ideal candidate will have a Bachelor’s degree, 5-7 years of experience...Senior
$165k - $200k
U.S. Bank is seeking a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal candidate will provide expert advice in Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to...Senior- Truist is hiring for a client service role in the Town of Florida, New York. This position requires providing exceptional client service... ...resolution, consultative conversations, and supporting sales processes. Desired qualifications include a high school diploma and two...Senior
- JPMorgan Chase & Co. is seeking a Client Associate in New York to provide exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors to ensure a personalized wealth management experience, focusing on building strong client...Senior
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- 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
- First Horizon Bank is seeking a Private Client Relationship Manager to provide depository, treasury management, and lending solutions to... .... This role involves advising clients on managing their wealth, connecting them across various business lines, and ensuring comprehensive...Senior
- ...delivering a truly exceptional client experience backed by precise... ...nationally. Job Summary The Senior Client Experience Manager is... ...record of improving service operations, enhancing customer experience... ...improvement initiatives. Identify process inefficiencies and implement...OperationsSeniorWork at office
$30.28 - $37.01 per hour
CHA Consulting, Inc. is seeking a Senior Client Support Services Specialist to join our IT Client Support... ...desk support, providing regional ownership, process leadership, and continuous improvement across IT support operations. This position is ideal for an experienced IT...OperationsSeniorHourly payWork at office- ## Senior Technology Process AnalystApplylocations: Saint Petersburg, Florida - United Statestime type... ..., AI-enabled solutions, and operational improvement across IT Operations, we... ...deliver on the firm's core values of client-first, integrity, independence and a...OperationsSeniorWork experience placementWork at office
$99k - $175k
...significant risk, workforce, wealth management and retirement... ...manages the team, the business operations and the client experience to drive top... ...events and participates as senior leader Participates in new... ...consistent business practices and processes Provides feedback on team...OperationsLocal areaImmediate start
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