Vice President, Client Service Lead - Investment Performance and Risk Services
$68k - $185kBNY
Overview 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 AI 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. Join us as part of a role that supports institutional client operations. We’re seeking a future team member for the role of Vice President, Client Operations Manager to join our team. This role is located in Everett, MA. Responsibilities Strengthen institutional client relationships, ensure high‑quality delivery, and convert satisfaction into growth through proactive issue resolution and cross‑functional execution. Own end‑to‑end client engagement, partnering with Service and Commercial teams to strengthen relationships and drive retention and growth. Deepen executive‑level relationships with institutional investment offices and key BNY stakeholders to elevate client satisfaction and expand cross‑sell of BNY services. Serve as the primary point of contact for Global Risk Solutions (Performance & Compliance), resolving complex internal/external inquiries across performance measurement, asset allocation, attribution, risk, and investment analytics. Lead initiatives and projects independently; deliver high‑quality client service while orchestrating multi‑stakeholder work across sales, onboarding, migration, and conversion. Coordinate cross‑functionally to align investment data, operations, and technology; accelerate resolution of data‑quality and complex technical issues to safeguard client outcomes. Qualifications Core competencies: Executive communication; Financial acumen; Data and tooling; Investment data expertise; Alternatives and derivatives; Regulatory awareness. 5–7 years in relevant domains (Fund Accounting, Performance, Compliance), with a track record of delivering high‑quality analyses and client outcomes. Bachelor’s in Accounting, Economics, Finance, or Mathematics (or equivalent). Preferred: Master’s degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA). Strong proficiency in Excel and PowerPoint; working knowledge of SQL and visualization platforms; experience using query databases and analytical tools. Compensation and Benefits The base salary for this position is expected to be between $68,000 and $185,000 per year at the commencement of employment. Base salary is determined on an individualized basis, including experience and market location, and is part of the total compensation package, which may include commission earnings, discretionary bonuses, incentive packages, and company-sponsored benefits. This position is at-will and the company reserves the right to modify base salary and other compensation at any time. BNY is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or veteran status. #J-18808-Ljbffr BNY
$115k - $201.25k
...for: As an Alternative Investment Services Bank Loans Operations Vice President, the ideal candidate will... ...manage the end client delivery executed by multiple... ...Processing, Middle Office, Risk Oversight, Relationship... ...eligibility for annual performance-based awards (excluding...PerformanceRiskTemporary workWork at office$180k - $200k
Vice President, Data Architect, Data Service and Governance Income Research... ...delivers strong performance and consistent... ...best-in-class client service to our... ...offer industry-leading benefits, as well... ...deep expertise in investment management data... ..., operational risk, and long-term...PerformanceRiskFull timeTemporary workCasual workWork visa$115k - $225k
...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,... ...Firm’s employees serve clients worldwide including corporations... ...ownership of team performance, service delivery... ...reduce operational risk Partner with...PerformanceRiskContract workTemporary workWorldwide$102k - $185k
...and success. As a leading global financial services company at the... ...% of the world’s investible assets. Every day... ...collaborate with clients, driving transformative... ...for the role of Vice President, Client... ...contact for Global Risk Solutions (Performance & Compliance), resolving...PerformanceRiskTemporary workWorldwideFlexible hours- ...global company As a Client Service Leader, you’ll have the... .... You will be leading multidiscipline design... ...development budgets and investment costs to maximize ROI... ...the overall financial performance and profitability of... ...external stakeholders to de-risk projects and secure...PerformanceRiskLocal area
$92.48k - $160.29k
...to oversee a team of Client Service Representatives and Quality... ...& Team Management Lead, coach, and develop a... ...learning, and exceptional performance. Establish clear... ...Quality Assurance & Risk Management Oversee the... ...operations or fee‑based investment platforms. Background...PerformanceRiskTemporary workLocal areaFlexible hours- J.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MA Job Identification 210761168... ...as Firm's best practices Conduct performance reviews andexercise professional... ...management business, sales force, and investment products Knowledge and...PerformanceFull timeWork at officeLocal areaShift work
- A specialized medical risk management firm is seeking a Client Services & Operations Manager to join their team in Boston, MA. The candidate will be responsible... ...environment. The firm offers a competitive salary, performance-based bonuses, and a hybrid work environment....PerformanceRisk
$146.7k - $335.1k
...Transition/Onboarding Lead will play a critical role... ..., and stabilization of clients onto EY’s IFMS... ...managing communications, risks, issues and escalation... ...smooth onboarding of client services into steady‑state operations... ...package with performance-based rewards and recognition...PerformanceRisk$70k - $130k
...State Street Investment Management (IM... ...critical outsourced services that support... ...an Assistant Vice President to focus on... ...are planned, risk-managed, and executed... ...for our clients where careful... ...structure, SLAs, and performing regular... ...performance standards.Lead regular...PerformanceRiskTemporary workInterim roleFlexible hours$120k - $225k
...offers comprehensive investment management... ...unique return and risk objectives of institutional clients in more than 60 countries... ...Manager, Americas Client Service Operations is a... ...Key Responsibilities Lead and manage the US... ...agreements (SLAs) and key performance indicators (KPIs)...PerformanceRiskContract work$134k - $202k
...impact. As part of our Adoption Services team, you'll play a key role... .... As an Adoption Services Lead, you are a senior practitioner... ...take ownership of unclear or at‑risk situations, and convert them... ...base salary, an annual performance bonus, and long‑term incentives...PerformanceRiskRemote workFlexible hours- ...financial solutions to your clients? You have found the... ...with Bankers, Client Service, Product Leadership (Core... ...Independently lead business process reviews... ...Manage the non-credit risk for customer portfolio... ...today we are a leader in investment banking, consumer and small...Risk
$95.4k - $180.4k
...We are the leading provider of professional services to the middle market globally... ..., empowering our clients and people to realize... ...and diverse investment portfolios within tiered... ...succession planning, risk, and reporting... ...their experiences, performance, and skills for their...PerformanceRiskTemporary workWork experience placementInternshipWork at officeLocal area$112k - $150k
...The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications... ...communicating potential risks and potential changes in... ...the procedures to be performed to include: Budgeting and... ...fully funded by BDO through investments in company stock and...PerformanceRiskWork at officeLocal area$110k - $140k
Company Overview KKR is a leading global investment firm that offers alternative... ..., they are seeking a high‑performing individual who excels when... ...Global Treasury and KKR Client Services across all asset classes,... ...initiatives to strengthen risk management, SOX compliance...PerformanceRiskLocal areaShift work$110k - $188.75k
...Looking For This is a Client Service Manager role in... ...8 client service leads and be... ...and oversee the performance of all business unit... ...deliver effective investment solutions. From core... ...Responsible For As Vice President you will: Be responsible... ...help them manage risk, respond to...PerformanceRiskTemporary workFlexible hours- ...team helping high-profile clients understand, analyze, and respond... ...is more important than investing in our culture because it... ...to join our Business Tax Services practice.... ...relationships Oversee risk and financial performance of engagements including billing...PerformanceRiskLocal area
- ...growing financial services organization is seeking a Client Service Manager to... ...Responsibilities Lead and develop a team... ...initiatives Support risk management efforts... ...coaching, mentorship, and performance feedback to team... ...Experience within investment management, wealth...PerformanceRiskWork at office
$112.1k - $225.5k
...We are the leading provider of professional services to the middle market globally, our purpose... ...of change, empowering our clients and people to realize... ...financial data to assess business performance, investment opportunities, and potential risks. Interprets financial,...PerformanceRiskWork experience placementInternshipLocal area$127.7k - $269.3k
Job Overview The Private Client Service Senior Tax Manager role requires the oversight... .... Understand and manage firm risk on tax services performed. Manage, develop, and mentor staff/... ...taxation of individuals, trusts, and investment entities. Estate and gift tax experience...PerformanceRiskWork at officeLocal areaRemote work$47.2k - $53.3k
...associated lab work. The Lab Services Coordinator (LSC) works in a busy... ...particularly among high-risk and underserved populations. We... ...guidance of the Lab Services Lead , this mission critical position... ...Protected Health Information (PHI) Performs past-pending reconciliations...PerformanceRiskWork at officeMonday to Friday$60k - $90k
...part of Morgan Stanley Investment Management, is seeking... ...to support the Client Relations Group (CRG).... ...tax efficiency, account performance, etc.). Coordinate responses... ...to mitigate risk; assist with coverage... ...working with financial services advisors or money managers...PerformanceRiskHourly payTemporary workWork experience placementRemote workFlexible hours3 days per week- ...is looking to bring on an Enterprise Client Services Lead with expertise in medical devices manufacturing... ...renewals processes, mitigate churn risk, and identify opportunities within... ...to work location, experience, and performance. All full time employees receive an equity...PerformanceRiskFull timeWork at officeFlexible hours
$60k - $101.25k
...knowledge related to public investments, paired with the... ...all levels within large client organizations. This... ...Additionally, the Client Service Officer is responsible... ...for annual performance‑based awards (excluding... ...us to help them manage risk, respond to challenges...PerformanceRiskTemporary work$60k - $101.25k
...deep understanding of servicing bank loan debt held in... ...should have a background in client management, strong... ...us to help them manage risk, respond to challenges, and drive performance and profitability. In your... .... Interact with the Investment Manager on their assigned...PerformanceRiskTemporary work$110k - $188.75k
...we are looking for This is a Client Service Manager role in the US Asset... ...team of 6-8 client service leads and be responsible for multiple... ...monitor and oversee the performance of all business unit shared... ...they need to deliver effective investment solutions. From core custody...PerformanceTemporary work$70k - $122.5k
...investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that... ...your mark in the financial services industry from day one is a challenge... ...and processes. Assist with client conversions and other client projectsOrganize...PerformanceRiskTemporary workFlexible hours$101k - $203k
We are the leading provider of professional services to the middle market globally... ..., empowering our clients and people to realize... ...client planning, investment, and deal decisions... ...financial data to assess performance, growth opportunities, and potential risks. Supports mergers...PerformanceRiskWork experience placementInternshipLocal area$76k - $135k
...Morgan Alternative Fund Services, you will be part of a... ...to more than 150 clients across all alternative... ...of fund structures and investments in accounting database... ...and carried interest/performance fee calculations, investor... ...including risk and control groups, audit...PerformanceRiskWork at office
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