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
- ...Senior Vice President, Client Processing At BNY, our culture allows us to run our company better and enables employees’ growth and success.... ...Vice 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
- ...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 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
- ...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
- ...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...
- ...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
- ...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 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
$14 - $16 per hour
...Competitive total reward. Program Manager – Senior – Fort Belvoir, VA Requirements: Active... ...) Responsibilities: Keep marketing operations organized, on track, and moving forward.... ...Responsibilities: Execute manufacturing processes for molecular diagnostic products. Prepare...OperationsSeniorHourly payFlexible hoursShift work- ...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
- ...Position: Senior Vice President, Value-Based Care Location: Lake... ...including pricing governance processes and controls, as well as sales... ...including direct interaction with clients in the form of written and... ...as well as ad hoc financial operations reporting, provider network...OperationsSeniorContract work
- ...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
- ...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
- ...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
- ...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
- 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
- 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...
- 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
- 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
- ...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 work
$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- ...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
- ...Gallagher is seeking a Senior Client Associate in Town of Florida, NY, to deliver exceptional service and support branch operations. This role contributes to client satisfaction and retention by managing workflows and client relationships effectively. Applicants should...OperationsSeniorFlexible hours
- ...Insurica is seeking an AVP of Operations responsible for managing operations that support underwriting. This role involves direct supervision of team members and ensuring effective operational processes are met while maintaining excellent customer service. The ideal candidate...OperationsSeniorRemote work
$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$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
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