Client Onboarding Contract Management
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We're seeking a future team member for the role ofClient Onboarding Contract Management to joinClient Onboarding, Transitions & Conversions team. This role is located inLake Mary, FL Hybrid.
The Liquidity Margin & Segregation Contract Management team is responsible for contract facilitation and document management functions including, but not limited to, contract acquisition, facilitation of contract execution, contract scanning, client and document data capture, contract upload and fund reconciliation, query management and associated controls of such activities, supporting the Markets business. The team partners closely with internal stakeholders including Legal, Credit, Transition and Sales.
In this role, you'll make an impact in the following ways:
Proactively manage the contract lifecycle including onboarding, maintenance and off boarding of clients and associated contracts.
Provide leadership for Contract Management, serving as an escalation point for complex issues and queries.
Drive change within the org and be an advocate for driving technology and workflow change. Assist with the development of strategic platforms and integration efforts into the Enterprise Onboarding Platform (EOP).
Develop and establish methodologies, protocols, and processes to facilitate and improve contract management functions and the overall client onboarding experience where applicable.
Be a leader on strategic projects and help to ensure team is on track to meet milestones and deliverables and provide expertise and guidance to team members involved in such projects as necessary.
No direct reports. Acts as a Team Lead and provides guidance to less experienced colleagues.
Be involved in efforts relating to contract facilitation and document management from internal and external clients across the business.
Assist in implementing control practices to minimize the information and operational risks inherent in the sending, receiving and digitizing of contracts.
Ensure that client requests are responded to in a timely fashion and in a thorough manner.
Contribute to the development of the team's standard operating procedures and controls, including implementation and facilitation of approvals, and development of playbooks as necessary.
Ensure activities meet all compliance, legal and regulatory requirements.
May facilitate legal negotiation or document review.
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required. Advanced degree preferred.
5-7+ years of total work experience preferred.
Experience in securities, financial services or client-facing or project management roles preferred.
Applicable local/regional licenses or certifications as required by the business.
Contract Administration, Client Onboarding, Financial Services, and Legal Experience preferred.
At BNY, our culture speaks for itself. Here's a few of our awards:
America's Most Innovative Companies, Fortune, 2024
World's Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
"Most Just Companies", Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg's Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.