Vice President, Client Operations Manager
BNY
Vice President, Client Operations Manager – BNY A.M.P. (Banking as a Service) Operations
We're seeking a future team member for the role of Vice President, Client Operations Manager – BNY A.M.P. (Banking as a Service) Operations to join our Global Payments and Trade Operations Platform. This role is located in Pittsburgh, PA.
BNY A.M.P. (Assets, Movements, Platforms) is BNY's Banking as a Service Solution which allows organizations to embed self-branded banking into their offerings—backed by BNY's safety, compliance, and operations—via modular capabilities and APIs. Institutional clients can set up accounts, ACH/Checks, cards/ATMs, bill pay, statements, tax reporting, fraud protection, and white-label portals, with consultative support and a dedicated team for back office and product support.
The Vice President, Client Operations Manager (COM) in BNY's A.M.P. Operations space is a product-specific operational leader responsible for client data management and analytics, end-to-end client inquiry management and delivery of day-to-day operational services. This role ensures client deliverables meet agreed service levels (accuracy, timeliness), provides operational shielding so processing teams can focus on production, and drives proactive, data-driven improvements—including automation and elimination of manual processes—to enhance client experience and operational efficiency.
Key responsibilities include:
- Operational ownership and query resolution
- Lead a team serving as primary point of contact to analyze, triage, and respond to client queries
- Ensure all client deliverables are accurate and timely
- Escalate client concerns or issues to Client Service Delivery team
- Partner with Operations teams to improve client experience and outcomes
- Performance metrics, data, and continuous improvement
- Design and implement operational metrics and dashboards to monitor performance (e.g., resolution timeliness, case aging)
- Implement client-specific metrics to assess BNY performance versus standards (SLA thresholds) and provide efficiency benchmarks
- Use data to anticipate and resolve issues before they arise; identify and remediate root causes to reduce re-opened and aged cases
- Operating model and coverage
- Implement a client coverage model appropriate for the platform/product, with clearly defined accountability for service delivery
- Maintain consistency and alignment with minimum standards across platforms
- ECRM adoption
- Ensure all client communications (transaction-specific queries) are managed via eCRM
- Configure eCRM queues, routing rules and assignment logic
- Build team views and dashboards; define escalation triggers; establish metadata and best practices at the queue level
- Streamline mailbox structures, archive legacy threads, reduce mailbox size, and remove undocumented client-side rules in support of scale
- Automation and digital employee enablement
- Collaborate with clients and internal teams to drive automation and eliminate manual processes
- Leverage the Digital Inquiry Service Companion (DISC) and AI capabilities, with human validation, to improve response times and standardize high-quality replies
- Monitor performance via AI/operational dashboards and support phased rollout with clear success criteria
To be successful in this role, we're seeking the following:
- Bachelor's degree in Business Administration, Finance, or a related field. Advanced degree or relevant certifications are a plus.
- Professional certifications (e.g., PMP, Lean Six Sigma Black Belt, Data/AI certifications) are a plus
- Typically 4-7 years of experience and 0-1 years of management experience.
- 8+ years of operations experience in financial services with deep, product-specific expertise; 3+ years leading client-facing teams preferred
- Demonstrated success implementing operational metrics, dashboards, and data-driven performance improvements
- Hands-on experience with case management platforms (e.g., eCRM): queue configuration, routing/assignment logic, operational views, and escalation management
- Process improvement mindset with a proven track record driving automation and reducing manual workflows with clients and internal stakeholders
- Skilled communicator with stakeholder management experience
- Experienced on prioritization with an ability to "connect the dots" across the organization while maintaining a client-centric focus
- Effective collaboration across multiple global time zones and functions
- Strong analytical and problem-solving capabilities; adept at anticipating issues and implementing preventive controls
- Comfortable leveraging AI-assisted operational tools with human controls (e.g., digital employees drafting responses for human validation)
- Background in Payments Preferred: ACH, Checks, Wire Transfers, Debit Cards
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