Meet Leaf Home, the leading provider of technology-driven home solutions that is on a mission to make homeownership easy. With more than 50% of consumers worried about the cost and effort of home maintenance, we focus on delivering remarkable, end-to-end experiences. Trusted by more than 1 million homeowners across the US and Canada, Leaf Home is America's largest direct-to-consumer full-service provider of branded home services and products. Leaf Home and its products, including the patented LeafFilter gutter protection system, have earned numerous awards and recognition from Good Housekeeping, Qualified Remodeler, Angi, Consumer Reports, This Old House, and other consumer review platforms. Powered by people, Leaf Home's innovative products and services are delivered with convenience, trust, and quality via 200+ regional sales and installation offices along with comprehensive field support offices in New York and Hudson, Ohio. We believe we win together. Leaf Home has been consistently named one of the fastest-growing private companies by Inc 5000 and recognized as a top employer nationally. The benefits of working at Leaf Home are wide-ranging and include: Industry-best compensation packages Fully paid health, dental, and vision insurance 401k with company match Paid Time Off including paid parental leave Individualized career development programs On-demand lunch program Childcare assistance Free gym membership Employee assistance programs, including legal, financial planning, and counseling Employee discount marketplace Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee Apply today and together we will unlock millions of customers' dream homes and your dream career at Leaf Home. Position Summary: The Accounting Manager oversees our financial accounting activities and reporting functions. This role requires strong leadership skills, extensive knowledge of accounting principles and practices, and a proactive approach to problem-solving. In addition to managing day-to-day accounting operations, the Accounting Manager will be responsible for financial reporting and collaborating on various projects as they arise. Essential Duties and Responsibilities: Supervise and manage the day-to-day operations of the accounting department in the assigned area. Oversee the preparation and maintenance of financial records, including general ledger accounts, financial statements, and other reports. Ensure compliance with accounting standards, company policies, and relevant regulations. Review and analyze financial data to identify discrepancies or irregularities and resolve them promptly. Develop and implement accounting procedures to improve efficiency and accuracy. Participate in the preparation of monthly, quarterly, and annual financial reports for management and external stakeholders. Coordinate with external auditors for the annual audit process and provide necessary support and documentation. Interpret financial data and provide insights to support decision-making and strategic planning. Stay abreast of changes in accounting regulations and standards and ensure compliance in financial reporting. Collaborate with cross-functional teams on various projects requiring financial expertise. Provide financial analysis and guidance to support project planning and execution. Lead or participate in special projects as assigned, such as system implementations, process improvements, or financial modeling initiatives. Communicate effectively with project stakeholders to ensure objectives are met within established timelines and budgets. Mentor and develop accounting staff, providing guidance and support to foster their professional growth. Promote a culture of teamwork, accountability, and continuous improvement within the accounting department. Conduct performance evaluations, set goals, and provide feedback to team members to ensure high performance and job satisfaction. Performs other duties as assigned by supervisor. Experience and Minimum Qualifications: Bachelor's degree in Accounting, Finance, or a related field required. 8+ years of proven experience in accounting roles. Thorough understanding of accounting principles, financial reporting standards, and regulatory requirements. Demonstrated leadership skills, with a track record of building and motivating high-performing teams. Commitment to upholding ethical standards and maintaining confidentiality of financial information. Ability to juggle various work activities and shift their attention from one task to another to meet the demands of different stakeholders without "dropping the ball." Ability to thrive in a fast-paced, high-energy, team-oriented environment and have a "roll up your sleeves" and "win every day" mentality. Hold oneself accountable and responsible while being self-driven in accomplishing goals. Detail-oriented and can focus on the task at hand by finding the most efficient and effective pathway to completion. Excellent verbal and written communication skills at all levels to communicate with internal and external stakeholders articulately. Ability to logically connect ideas, scrutinize and evaluate arguments, find inconsistencies and errors in work, solve complex problems, and engage in reflection. Ability to provide timely and empathetic service through all communication channels keeping peer and customer needs first. Proficiency using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Project, and/or Access). Must be legally authorized to work in the country of employment without sponsorship for employment visa status (e.g., H1B status). Preferred Knowledge, Skills, Abilities, or Certifications: CPA designation. Public accounting experience with a Big4 or a large regional firm. Travel Requirements: No travel required. Overtime/Additional Hours Requirements: Additional hours may be required (exempt positions). Physical Requirements: Normal office environment. Performs indoor work in a climate-controlled environment. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Diversity and Inclusion Statement Leaf Home is committed to creating a diverse environment and is proud to be an equal-opportunity employer. We strive to create an environment that embraces differences and fosters inclusion. Equal Opportunity Statement Leaf Home will recruit, hire, train, and promote persons in all job titles without regard to race, color, ancestry, national origin, gender identity or expression, sexual orientation, marital status, religion, age, results of genetic testing, veteran status, or physical/mental disability (except where the disability prevents the individual from being able to perform the essential functions of the job and cannot be reasonably accommodated in full compliance with the law). Americans with Disabilities Act Statement and Contact Leaf Home is committed to honoring the spirit and requirements of the Americans with Disabilities Act. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to .
04/19/2024
Full time
Meet Leaf Home, the leading provider of technology-driven home solutions that is on a mission to make homeownership easy. With more than 50% of consumers worried about the cost and effort of home maintenance, we focus on delivering remarkable, end-to-end experiences. Trusted by more than 1 million homeowners across the US and Canada, Leaf Home is America's largest direct-to-consumer full-service provider of branded home services and products. Leaf Home and its products, including the patented LeafFilter gutter protection system, have earned numerous awards and recognition from Good Housekeeping, Qualified Remodeler, Angi, Consumer Reports, This Old House, and other consumer review platforms. Powered by people, Leaf Home's innovative products and services are delivered with convenience, trust, and quality via 200+ regional sales and installation offices along with comprehensive field support offices in New York and Hudson, Ohio. We believe we win together. Leaf Home has been consistently named one of the fastest-growing private companies by Inc 5000 and recognized as a top employer nationally. The benefits of working at Leaf Home are wide-ranging and include: Industry-best compensation packages Fully paid health, dental, and vision insurance 401k with company match Paid Time Off including paid parental leave Individualized career development programs On-demand lunch program Childcare assistance Free gym membership Employee assistance programs, including legal, financial planning, and counseling Employee discount marketplace Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee Apply today and together we will unlock millions of customers' dream homes and your dream career at Leaf Home. Position Summary: The Accounting Manager oversees our financial accounting activities and reporting functions. This role requires strong leadership skills, extensive knowledge of accounting principles and practices, and a proactive approach to problem-solving. In addition to managing day-to-day accounting operations, the Accounting Manager will be responsible for financial reporting and collaborating on various projects as they arise. Essential Duties and Responsibilities: Supervise and manage the day-to-day operations of the accounting department in the assigned area. Oversee the preparation and maintenance of financial records, including general ledger accounts, financial statements, and other reports. Ensure compliance with accounting standards, company policies, and relevant regulations. Review and analyze financial data to identify discrepancies or irregularities and resolve them promptly. Develop and implement accounting procedures to improve efficiency and accuracy. Participate in the preparation of monthly, quarterly, and annual financial reports for management and external stakeholders. Coordinate with external auditors for the annual audit process and provide necessary support and documentation. Interpret financial data and provide insights to support decision-making and strategic planning. Stay abreast of changes in accounting regulations and standards and ensure compliance in financial reporting. Collaborate with cross-functional teams on various projects requiring financial expertise. Provide financial analysis and guidance to support project planning and execution. Lead or participate in special projects as assigned, such as system implementations, process improvements, or financial modeling initiatives. Communicate effectively with project stakeholders to ensure objectives are met within established timelines and budgets. Mentor and develop accounting staff, providing guidance and support to foster their professional growth. Promote a culture of teamwork, accountability, and continuous improvement within the accounting department. Conduct performance evaluations, set goals, and provide feedback to team members to ensure high performance and job satisfaction. Performs other duties as assigned by supervisor. Experience and Minimum Qualifications: Bachelor's degree in Accounting, Finance, or a related field required. 8+ years of proven experience in accounting roles. Thorough understanding of accounting principles, financial reporting standards, and regulatory requirements. Demonstrated leadership skills, with a track record of building and motivating high-performing teams. Commitment to upholding ethical standards and maintaining confidentiality of financial information. Ability to juggle various work activities and shift their attention from one task to another to meet the demands of different stakeholders without "dropping the ball." Ability to thrive in a fast-paced, high-energy, team-oriented environment and have a "roll up your sleeves" and "win every day" mentality. Hold oneself accountable and responsible while being self-driven in accomplishing goals. Detail-oriented and can focus on the task at hand by finding the most efficient and effective pathway to completion. Excellent verbal and written communication skills at all levels to communicate with internal and external stakeholders articulately. Ability to logically connect ideas, scrutinize and evaluate arguments, find inconsistencies and errors in work, solve complex problems, and engage in reflection. Ability to provide timely and empathetic service through all communication channels keeping peer and customer needs first. Proficiency using Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Project, and/or Access). Must be legally authorized to work in the country of employment without sponsorship for employment visa status (e.g., H1B status). Preferred Knowledge, Skills, Abilities, or Certifications: CPA designation. Public accounting experience with a Big4 or a large regional firm. Travel Requirements: No travel required. Overtime/Additional Hours Requirements: Additional hours may be required (exempt positions). Physical Requirements: Normal office environment. Performs indoor work in a climate-controlled environment. Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Diversity and Inclusion Statement Leaf Home is committed to creating a diverse environment and is proud to be an equal-opportunity employer. We strive to create an environment that embraces differences and fosters inclusion. Equal Opportunity Statement Leaf Home will recruit, hire, train, and promote persons in all job titles without regard to race, color, ancestry, national origin, gender identity or expression, sexual orientation, marital status, religion, age, results of genetic testing, veteran status, or physical/mental disability (except where the disability prevents the individual from being able to perform the essential functions of the job and cannot be reasonably accommodated in full compliance with the law). Americans with Disabilities Act Statement and Contact Leaf Home is committed to honoring the spirit and requirements of the Americans with Disabilities Act. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to .
Deputy Director (WMS3) DOH7977 Office of Fiscal Services - Accounting and Grant Services Tumwater, WA (Flexible/Hybrid) This posting has been reopened to invite additional candidates to apply. It will be open continuously until filled with weekly reviews. Those who have applied need not reapply. The Deputy Director of the Office of Accounting and Grant Services: Oversees accounting and indirect cost allocation, ensuring compliance with state and federal laws. This role reports to the Director of the Office of Accounting and Grants (OAG) and is an integral part of the OAG leadership team. Provides guidance to executive and senior leadership in the interpretation of federal and state laws and regulations and statewide initiatives that impact agency funding. Oversees the management of financial reporting, and Leads in developing policies for effective financial management. Responds to audit requests and guide in resolving any audit findings to ensure future compliance. Provides oversight and leadership for fiscal projects related to Statewide and agency-wide projects, developing goals, objectives, and controls, allocating resources, and ensuring smooth implementation. Supports the agency's mission by prioritizing fiscal resources for public health goals and improving financial processes and customer service delivery. The ideal candidate for this role: Possesses essential leadership qualities, including creating an environment of success by providing coaching and mentoring, accountability, and recognition of staff on their team and throughout OAG. Ensures accountability by following finance regulations and standards, collaborating effectively to achieve shared goals, and communicating complex financial information clearly. Excels in managing complexity, demonstrating self-awareness, and instilling trust through integrity. Values diversity and possess a strategic mindset, they anticipate future opportunities and address emerging issues with initiative. Create a successful environment by integrating performance leadership, building networks, and navigating organizational dynamics adeptly. Learn more about the Position - View the Complete Position Description This position is included in the Washington Management Service. The duty station for this position is in Tumwater, WA. A combination of in-office and telework is currently expected. It is anticipated that the incumbent would be expected at the Tumwater duty station for work activities 1-2 days weekly. Work that matters. Public health promotes and protects the health of the people of the state of Washington and the communities where they live, learn, work, and play. The agency realizes that our efforts to achieve more equitable health outcomes for the communities we serve begin with our ability to operationalize and institutionalize equity throughout our internal policies, systems, and practices. Join a great team and lead us into the future. The Office of Financial Services (FS) manages agency finances, including budgeting, contracting, grant management, purchasing, and accounting, ensuring financial compliance and operational efficiency. FS has a committment to customer service, innovation, accuracy and quality partnerships to support the Department of Health's goals. The Office of Accounting & Grant Services (OAG) oversees centralized grant management, cost allocation, accounting, revenue, payroll and fiscal monitoring services. OAG ensures financial compliance with federal and state regulations and accurate and timely reporting for the State Annual Comprehensive Financial Report (ACFR). Reporting to the Director of Accounting and Grants, OAG plays a vital role in financial oversight. OAG is an office within FS for the Department of Health (DOH). About DOH Join the Washington State Department of Health (DOH) and be part of a dynamic team dedicated to safeguarding public health. As a frontline defender of our communities, DOH collaborates with partners around the clock to impact the lives of every Washingtonian and visitor. We're not just an organization; we're a catalyst for change, guided by our core values of Equity, Innovation, and Engagement. Our Transformational Plan for the future of Washington's health is in motion, and we invite you to make a meaningful impact on the well-being of the state by joining us in this exciting journey. Your work at DOH truly matters. Why DOH We are dedicated to your work-life harmony and offer one of the most competitive benefits packages in the nation, designed to support your lifestyle. To learn more about "Why DOH", visit The DESIRED Candidate Profile Experience defined below may have been gained through paid or unpaid activities. Please ensure any relevant experience defined below is outlined in your cover letter, resume, and/or applicant profile. Option 1: Bachelor's degree with a major study in accounting, business, finance, public administration or closely allied field; AND three (3) or more years of financial experience including accounting policy, federal and state rules and requirements, accounting and auditing standards, and indirect cost management. Option 2: Seven (7) or more years of financial experience including accounting policy, federal and state rules and requirements, accounting and auditing standards, and indirect cost management. In addition to the above options, the incumbent must also have three (3) or more years of management and leadership experience to include all aspects of workforce and performance development and direct supervision. Computer skills: Microsoft Excel - to develop and manipulate spreadsheets with multiple math functions, advanced filters, and links to external sources of information. Create custom toolbars and chart types, import data from other sources, filter lists, and use data analysis tools. Microsoft Word - to create, format, and edit tables, charts, and graphs; insert and format sections, create headers and footers, and work with pictures and draw objects. Microsoft PowerPoint - to create, format, and edit presentations; insert and format slides, create linked charts and graphs and work with pictures and objects. Learn more about Leading Application Process. Intrigued? We'd love to hear from you. Click "Apply" to submit your detailed application profile along with the following: A cover letter that addresses your qualifications and experience as they relate to the position and leadership competencies. A current Resume. Five (5) or more professional references are to be included in your profile under the references section which includes at least one supervisor, peer, and (if you have supervised staff) someone you have supervised or led. Please do not attach any letters of recommendation. Attachments: Do not attach any documents that include photos, letters of recommendation, or private information (transcripts, social security number, year of birth, etc.). Veterans: Applicants wishing to claim Veterans Preference must attach a copy of their DD-214 (Member 4 copy), NGB 22, or signed verification of service letter from the United States Department of Veterans Affairs to their application. Please remove or cover any personally identifiable data such as social security numbers and birth year. Equity, Diversity, and Inclusion We regard diversity as the foundation of our strength, recognizing that differing insights and abilities enable us to reflect the unique needs of the communities we serve. DOH is an equal-opportunity employer. We prohibit discrimination based on race/ethnicity/color, creed, sex, pregnancy, age, religion, national origin, marital status, the presence or perception of a disability, veteran's status, military status, genetic information, sexual orientation, gender expression, or gender identity. If you have questions or need other assistance please contact Andrea Thieme at or For persons with disabilities, this document is available in other formats. Please call (TDD/TTY 711) or email . Technical support is provided by NEOGOV, (can't log in, password or email issues, error messages). SUBSCRIBE to DOH Job Alerts Only applicants who follow the directions and complete the Application Process in full will have their responses reviewed for consideration.
04/19/2024
Full time
Deputy Director (WMS3) DOH7977 Office of Fiscal Services - Accounting and Grant Services Tumwater, WA (Flexible/Hybrid) This posting has been reopened to invite additional candidates to apply. It will be open continuously until filled with weekly reviews. Those who have applied need not reapply. The Deputy Director of the Office of Accounting and Grant Services: Oversees accounting and indirect cost allocation, ensuring compliance with state and federal laws. This role reports to the Director of the Office of Accounting and Grants (OAG) and is an integral part of the OAG leadership team. Provides guidance to executive and senior leadership in the interpretation of federal and state laws and regulations and statewide initiatives that impact agency funding. Oversees the management of financial reporting, and Leads in developing policies for effective financial management. Responds to audit requests and guide in resolving any audit findings to ensure future compliance. Provides oversight and leadership for fiscal projects related to Statewide and agency-wide projects, developing goals, objectives, and controls, allocating resources, and ensuring smooth implementation. Supports the agency's mission by prioritizing fiscal resources for public health goals and improving financial processes and customer service delivery. The ideal candidate for this role: Possesses essential leadership qualities, including creating an environment of success by providing coaching and mentoring, accountability, and recognition of staff on their team and throughout OAG. Ensures accountability by following finance regulations and standards, collaborating effectively to achieve shared goals, and communicating complex financial information clearly. Excels in managing complexity, demonstrating self-awareness, and instilling trust through integrity. Values diversity and possess a strategic mindset, they anticipate future opportunities and address emerging issues with initiative. Create a successful environment by integrating performance leadership, building networks, and navigating organizational dynamics adeptly. Learn more about the Position - View the Complete Position Description This position is included in the Washington Management Service. The duty station for this position is in Tumwater, WA. A combination of in-office and telework is currently expected. It is anticipated that the incumbent would be expected at the Tumwater duty station for work activities 1-2 days weekly. Work that matters. Public health promotes and protects the health of the people of the state of Washington and the communities where they live, learn, work, and play. The agency realizes that our efforts to achieve more equitable health outcomes for the communities we serve begin with our ability to operationalize and institutionalize equity throughout our internal policies, systems, and practices. Join a great team and lead us into the future. The Office of Financial Services (FS) manages agency finances, including budgeting, contracting, grant management, purchasing, and accounting, ensuring financial compliance and operational efficiency. FS has a committment to customer service, innovation, accuracy and quality partnerships to support the Department of Health's goals. The Office of Accounting & Grant Services (OAG) oversees centralized grant management, cost allocation, accounting, revenue, payroll and fiscal monitoring services. OAG ensures financial compliance with federal and state regulations and accurate and timely reporting for the State Annual Comprehensive Financial Report (ACFR). Reporting to the Director of Accounting and Grants, OAG plays a vital role in financial oversight. OAG is an office within FS for the Department of Health (DOH). About DOH Join the Washington State Department of Health (DOH) and be part of a dynamic team dedicated to safeguarding public health. As a frontline defender of our communities, DOH collaborates with partners around the clock to impact the lives of every Washingtonian and visitor. We're not just an organization; we're a catalyst for change, guided by our core values of Equity, Innovation, and Engagement. Our Transformational Plan for the future of Washington's health is in motion, and we invite you to make a meaningful impact on the well-being of the state by joining us in this exciting journey. Your work at DOH truly matters. Why DOH We are dedicated to your work-life harmony and offer one of the most competitive benefits packages in the nation, designed to support your lifestyle. To learn more about "Why DOH", visit The DESIRED Candidate Profile Experience defined below may have been gained through paid or unpaid activities. Please ensure any relevant experience defined below is outlined in your cover letter, resume, and/or applicant profile. Option 1: Bachelor's degree with a major study in accounting, business, finance, public administration or closely allied field; AND three (3) or more years of financial experience including accounting policy, federal and state rules and requirements, accounting and auditing standards, and indirect cost management. Option 2: Seven (7) or more years of financial experience including accounting policy, federal and state rules and requirements, accounting and auditing standards, and indirect cost management. In addition to the above options, the incumbent must also have three (3) or more years of management and leadership experience to include all aspects of workforce and performance development and direct supervision. Computer skills: Microsoft Excel - to develop and manipulate spreadsheets with multiple math functions, advanced filters, and links to external sources of information. Create custom toolbars and chart types, import data from other sources, filter lists, and use data analysis tools. Microsoft Word - to create, format, and edit tables, charts, and graphs; insert and format sections, create headers and footers, and work with pictures and draw objects. Microsoft PowerPoint - to create, format, and edit presentations; insert and format slides, create linked charts and graphs and work with pictures and objects. Learn more about Leading Application Process. Intrigued? We'd love to hear from you. Click "Apply" to submit your detailed application profile along with the following: A cover letter that addresses your qualifications and experience as they relate to the position and leadership competencies. A current Resume. Five (5) or more professional references are to be included in your profile under the references section which includes at least one supervisor, peer, and (if you have supervised staff) someone you have supervised or led. Please do not attach any letters of recommendation. Attachments: Do not attach any documents that include photos, letters of recommendation, or private information (transcripts, social security number, year of birth, etc.). Veterans: Applicants wishing to claim Veterans Preference must attach a copy of their DD-214 (Member 4 copy), NGB 22, or signed verification of service letter from the United States Department of Veterans Affairs to their application. Please remove or cover any personally identifiable data such as social security numbers and birth year. Equity, Diversity, and Inclusion We regard diversity as the foundation of our strength, recognizing that differing insights and abilities enable us to reflect the unique needs of the communities we serve. DOH is an equal-opportunity employer. We prohibit discrimination based on race/ethnicity/color, creed, sex, pregnancy, age, religion, national origin, marital status, the presence or perception of a disability, veteran's status, military status, genetic information, sexual orientation, gender expression, or gender identity. If you have questions or need other assistance please contact Andrea Thieme at or For persons with disabilities, this document is available in other formats. Please call (TDD/TTY 711) or email . Technical support is provided by NEOGOV, (can't log in, password or email issues, error messages). SUBSCRIBE to DOH Job Alerts Only applicants who follow the directions and complete the Application Process in full will have their responses reviewed for consideration.
Job postings Specialist - Outreach-Fixed Term Back to search results Apply now Job no: 935724 Work type: Faculty/Academic Staff Major Administrative Unit / College:College Of Agriculture And Nat Resources Department:Agricultural Food And Resource Economics Sub Area:FAS- Fac./Acad Staff Salary:Salary Commensurate with Experience Location: East Lansing Categories: Administrative/Business/Professional, Agriculture, Fixed Term Academic Staff, Full Time (90-100%), Non-Union Position Summary The Director of the Center for Local Government Finance and Policy is located in the MSU Department of Agricultural, Food, and Resource Economics and works in concert with MSU Extension leadership. This position oversees and manages two key MSU Extension programs within the Center: 1) local government finance, and 2) public utility regulation, economics, finance, accounting, and ratemaking. These two program areas work on enhancing public official decision-making through training, engagement, and applied research. In the local government financial program area, the Director provides leadership to staff and directly engages with state and local government officials in areas such as public budgeting and finance, infrastructure financing and regulation, intergovernmental cooperation, state and local taxation, and governmental organization and cooperation. The Director will provide leadership to staff in their roles and be responsible for producing applied research and engaging in extension curriculum development and extension programming. The Director is responsible for overseeing the Centers' Extension programs and applied research in the areas of state and local public finance, the financing and operations of core infrastructure including water, transportation, and electricity. In the public utility area, the Director is responsible for overseeing staff, faculty, and courses that seek to build skills and knowledge for public utility regulatory officials and staff, consumer advocates, environmental regulators, publicly and privately owned utility personnel, and other stakeholders engaged in utility regulation. Continuing education classes include fundamentals of economic regulation, accounting and ratemaking, engineering and economics of power grids, and advanced courses. These programs serve the national and international utility policy communities. The position requires the ability to engage in applied economic and policy analysis of key issues facing state and local governments, develop supporting materials, and publishing results in appropriate outlets. The Director works with colleagues in designing, coordinating, and presenting educational programs for appointed and elected Michigan local government officials. On-going established programs include training newly elected officials and board/committee chairs in budgeting and finance, as well as workshops for local officials on new federal and state programs. The successful candidate will be responsible for maintaining strong working partnerships with Michigan's local government associations. The Director also holds internal administrative responsibilities including center budget management and grants management, performance reviews, and seeking out external funding and grants. The Center Director also serves as a resource and key participant in the MSU Extension Government and Public Policy team. Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status. Required Degree Masters -agricultural economics, economics, management Desired Degree Doctorate -agricultural economics, economics, management Minimum Requirements The successful candidate is expected to have a Master's degree or Ph.D. in agricultural economics, economics, management, public administration, law, or a related field, and five years or more of related professional experience. Required Application Materials For consideration, submit your application online at. Upload the following required documents: a) letter of interest that includes qualifications for the position and a statement highlighting how your experiences align with the position; b) current curriculum vitae; c) a description of how you will contribute to our diversity, equity, and inclusion goals; and d) contact information for three professional references. Special Instructions Review of Applications: Screening of applicants will begin on April 30, 2024 and will continue until the position is filled. Review of Applications Begins On 04/30/2024 Department Statement The Department of Agricultural, Food, and Resource Economics: One of the leading departments in the United States, AFRE counts over 35 faculty, 60 graduate students, and approximately 400 undergraduate students. For more information on the department, see:. Location: The position will be based at Michigan State University in East Lansing, MI, USA. Michigan State University (MSU) is one of the top research universities in the world and home to nationally ranked and recognized academic, residential college, and service-learning programs. MSU is a diverse community of dedicated students and scholars, athletes and artists, and scientists that provide regional, national, and international leadership in basic and applied research and excellence in teaching. In addition, consistent with its Land Grant origins, the MSU community pursues international engagement and provides strong extension programs that partner with diverse stakeholders to provide much-needed research in the areas of food, energy, water, and the environment. MSU enjoys a park-like campus with outlying research facilities and natural areas. The campus is located in the city of East Lansing, adjacent to the capital city of Lansing. The Lansing metropolitan area has a diverse population of >500,000. Local communities have excellent school systems and place a high value on education. The University is proactive about its obligations under the ADA, and provides individual accessibility plans to students and employees with disabilities. Michigan State University is also proactive in exploring opportunities for employment for dual career families, both inside and outside the University, and respects all family forms. Information about MSU's dual career and other support can be found at Commitment to Diversity, Equity and Inclusion: The College of Agriculture and Natural Resources at Michigan State University is committed to achieving excellence by creating and sustaining an accessible and inclusive culture that values cultural and academic diversity. We are an equal opportunity / affirmative action employer. The CANR is particularly interested in candidates of all backgrounds who are committed to the principle that academic excellence is achieved through open access and proactive inclusion. Candidates are invited to view AFRE community norms at Salary and Benefits: Salary will be commensurate with qualifications. MSU offers a generous benefits package (details at). MSU is an affirmative action, equal opportunity employer, committed to achieving excellence through a diverse workforce and an inclusive culture that encourages all people to reach their full potential. We actively encourage applications from, and nominations of, women, persons of color, veterans, persons with disabilities and other individuals who can contribute to the intellectual diversity and cultural richness at Michigan State University. MSU is committed to providing a work environment that supports employees' work and personal life, and offers employment assistance to the spouse or partner of candidates for faculty and academic staff positions. MSU Statement Michigan State University has been advancing the common good with uncommon will for more than 160 years. One of the top research universities in the world, MSU pushes the boundaries of discovery and forges enduring partnerships to solve the most pressing global challenges while providing life-changing opportunities to a diverse and inclusive academic community through more than 200 programs of study in 17 degree-granting colleges. Advertised: Mar 18, 2024 Eastern Daylight Time
04/19/2024
Full time
Job postings Specialist - Outreach-Fixed Term Back to search results Apply now Job no: 935724 Work type: Faculty/Academic Staff Major Administrative Unit / College:College Of Agriculture And Nat Resources Department:Agricultural Food And Resource Economics Sub Area:FAS- Fac./Acad Staff Salary:Salary Commensurate with Experience Location: East Lansing Categories: Administrative/Business/Professional, Agriculture, Fixed Term Academic Staff, Full Time (90-100%), Non-Union Position Summary The Director of the Center for Local Government Finance and Policy is located in the MSU Department of Agricultural, Food, and Resource Economics and works in concert with MSU Extension leadership. This position oversees and manages two key MSU Extension programs within the Center: 1) local government finance, and 2) public utility regulation, economics, finance, accounting, and ratemaking. These two program areas work on enhancing public official decision-making through training, engagement, and applied research. In the local government financial program area, the Director provides leadership to staff and directly engages with state and local government officials in areas such as public budgeting and finance, infrastructure financing and regulation, intergovernmental cooperation, state and local taxation, and governmental organization and cooperation. The Director will provide leadership to staff in their roles and be responsible for producing applied research and engaging in extension curriculum development and extension programming. The Director is responsible for overseeing the Centers' Extension programs and applied research in the areas of state and local public finance, the financing and operations of core infrastructure including water, transportation, and electricity. In the public utility area, the Director is responsible for overseeing staff, faculty, and courses that seek to build skills and knowledge for public utility regulatory officials and staff, consumer advocates, environmental regulators, publicly and privately owned utility personnel, and other stakeholders engaged in utility regulation. Continuing education classes include fundamentals of economic regulation, accounting and ratemaking, engineering and economics of power grids, and advanced courses. These programs serve the national and international utility policy communities. The position requires the ability to engage in applied economic and policy analysis of key issues facing state and local governments, develop supporting materials, and publishing results in appropriate outlets. The Director works with colleagues in designing, coordinating, and presenting educational programs for appointed and elected Michigan local government officials. On-going established programs include training newly elected officials and board/committee chairs in budgeting and finance, as well as workshops for local officials on new federal and state programs. The successful candidate will be responsible for maintaining strong working partnerships with Michigan's local government associations. The Director also holds internal administrative responsibilities including center budget management and grants management, performance reviews, and seeking out external funding and grants. The Center Director also serves as a resource and key participant in the MSU Extension Government and Public Policy team. Equal Employment Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status. Required Degree Masters -agricultural economics, economics, management Desired Degree Doctorate -agricultural economics, economics, management Minimum Requirements The successful candidate is expected to have a Master's degree or Ph.D. in agricultural economics, economics, management, public administration, law, or a related field, and five years or more of related professional experience. Required Application Materials For consideration, submit your application online at. Upload the following required documents: a) letter of interest that includes qualifications for the position and a statement highlighting how your experiences align with the position; b) current curriculum vitae; c) a description of how you will contribute to our diversity, equity, and inclusion goals; and d) contact information for three professional references. Special Instructions Review of Applications: Screening of applicants will begin on April 30, 2024 and will continue until the position is filled. Review of Applications Begins On 04/30/2024 Department Statement The Department of Agricultural, Food, and Resource Economics: One of the leading departments in the United States, AFRE counts over 35 faculty, 60 graduate students, and approximately 400 undergraduate students. For more information on the department, see:. Location: The position will be based at Michigan State University in East Lansing, MI, USA. Michigan State University (MSU) is one of the top research universities in the world and home to nationally ranked and recognized academic, residential college, and service-learning programs. MSU is a diverse community of dedicated students and scholars, athletes and artists, and scientists that provide regional, national, and international leadership in basic and applied research and excellence in teaching. In addition, consistent with its Land Grant origins, the MSU community pursues international engagement and provides strong extension programs that partner with diverse stakeholders to provide much-needed research in the areas of food, energy, water, and the environment. MSU enjoys a park-like campus with outlying research facilities and natural areas. The campus is located in the city of East Lansing, adjacent to the capital city of Lansing. The Lansing metropolitan area has a diverse population of >500,000. Local communities have excellent school systems and place a high value on education. The University is proactive about its obligations under the ADA, and provides individual accessibility plans to students and employees with disabilities. Michigan State University is also proactive in exploring opportunities for employment for dual career families, both inside and outside the University, and respects all family forms. Information about MSU's dual career and other support can be found at Commitment to Diversity, Equity and Inclusion: The College of Agriculture and Natural Resources at Michigan State University is committed to achieving excellence by creating and sustaining an accessible and inclusive culture that values cultural and academic diversity. We are an equal opportunity / affirmative action employer. The CANR is particularly interested in candidates of all backgrounds who are committed to the principle that academic excellence is achieved through open access and proactive inclusion. Candidates are invited to view AFRE community norms at Salary and Benefits: Salary will be commensurate with qualifications. MSU offers a generous benefits package (details at). MSU is an affirmative action, equal opportunity employer, committed to achieving excellence through a diverse workforce and an inclusive culture that encourages all people to reach their full potential. We actively encourage applications from, and nominations of, women, persons of color, veterans, persons with disabilities and other individuals who can contribute to the intellectual diversity and cultural richness at Michigan State University. MSU is committed to providing a work environment that supports employees' work and personal life, and offers employment assistance to the spouse or partner of candidates for faculty and academic staff positions. MSU Statement Michigan State University has been advancing the common good with uncommon will for more than 160 years. One of the top research universities in the world, MSU pushes the boundaries of discovery and forges enduring partnerships to solve the most pressing global challenges while providing life-changing opportunities to a diverse and inclusive academic community through more than 200 programs of study in 17 degree-granting colleges. Advertised: Mar 18, 2024 Eastern Daylight Time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 7-10 years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 12+ 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 7-10 years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 12+ 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Responsible for management of the daily operations of the audio-visual support unit. Responsible for supervising and working with the audio-visual specialists who support the equipment and materials for THE ROW. Responsibilities include management of the unit, budgeting, supervision of staff, on-site set-up and operation of equipment, and equipment upkeep and maintenance.EXAMPLES OF DUTIES/ESSENTIAL FUNCTIONS: (Includes, but is not limited to the following) Hire, train, supervise, and schedule AV and Maintenance technicians; Coordinate Audio Visual operations for Catering/Convention Clients, Special Events and Entertainment; Interface with Clients via telephone, e-mail and in person; 'Advance' Client's Audio Visual requirements; Write Audio Visual orders; Review and print Banquet Equipment Orders; Utilize Delphi computer system; Communicate client's needs to Audio Visual Department; Coordinate on site client changes, and updating orders; Audio Visual billing and communication with Accounting; Report on client satisfaction; Budget forecasts, both operational and capital. Work directly with Catering Management/Sales for planning and coordination of events Exemplifies our core values, family style service, our mission and vision. Exemplifies our DEI (diversity, equity, inclusion) culture. Perform other job related duties as assigned. KNOWLEDGE, SKILLS & ABILITIES Strong verbal and written communication skills. Ability to effectively communicate in English, in both oral and written forms.Education Preferred: Minimum 2-5 years experience in Audio Visual Operations preferred High School diploma or equivalent. Previous experience working in a similar resort setting preferred.PHYSICAL DEMANDS & WORK ENVIRONMENT Work may entail various conditions of noise levels, temperature, illumination, air quality, fumes/odors, moving objects, and slippery surfaces. Work may be performed alone, with others, around others, with verbal contact and/or face-to-face contact. GUEST SERVICE (INTERNAL/EXTERNAL) STANDARDS: Employee is required to meet and deliver our core values, service standards, and family style service.NOTE: This job description in no way states or implies that these are the only duties to be performed by the Employee occupying this position. This position will be required to perform any other job-related duties as assigned by Department Management.The above statements are intended to describe the general nature and level of work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the position. The Company reserves the right to make changes to the job description whenever necessary. Caesars Entertainment will engage in an interactive process and make reasonable accommodations, as required by law, for individuals with disabilities or to accommodate pregnancy, pregnancy-related conditions, or where a conflict exists between the position and an individuals' religious beliefs or practices. As a part of the new hire process, candidates will be required to complete a background check post-offer. The Company is an equal opportunity employer and does not discriminate against employees or applicants based on race, color, national origin, sex, age over 40, religion, disability, sexual orientation, gender identity or expression, veteran status, marital status, or any other characteristic protected by law.
04/19/2024
Full time
Responsible for management of the daily operations of the audio-visual support unit. Responsible for supervising and working with the audio-visual specialists who support the equipment and materials for THE ROW. Responsibilities include management of the unit, budgeting, supervision of staff, on-site set-up and operation of equipment, and equipment upkeep and maintenance.EXAMPLES OF DUTIES/ESSENTIAL FUNCTIONS: (Includes, but is not limited to the following) Hire, train, supervise, and schedule AV and Maintenance technicians; Coordinate Audio Visual operations for Catering/Convention Clients, Special Events and Entertainment; Interface with Clients via telephone, e-mail and in person; 'Advance' Client's Audio Visual requirements; Write Audio Visual orders; Review and print Banquet Equipment Orders; Utilize Delphi computer system; Communicate client's needs to Audio Visual Department; Coordinate on site client changes, and updating orders; Audio Visual billing and communication with Accounting; Report on client satisfaction; Budget forecasts, both operational and capital. Work directly with Catering Management/Sales for planning and coordination of events Exemplifies our core values, family style service, our mission and vision. Exemplifies our DEI (diversity, equity, inclusion) culture. Perform other job related duties as assigned. KNOWLEDGE, SKILLS & ABILITIES Strong verbal and written communication skills. Ability to effectively communicate in English, in both oral and written forms.Education Preferred: Minimum 2-5 years experience in Audio Visual Operations preferred High School diploma or equivalent. Previous experience working in a similar resort setting preferred.PHYSICAL DEMANDS & WORK ENVIRONMENT Work may entail various conditions of noise levels, temperature, illumination, air quality, fumes/odors, moving objects, and slippery surfaces. Work may be performed alone, with others, around others, with verbal contact and/or face-to-face contact. GUEST SERVICE (INTERNAL/EXTERNAL) STANDARDS: Employee is required to meet and deliver our core values, service standards, and family style service.NOTE: This job description in no way states or implies that these are the only duties to be performed by the Employee occupying this position. This position will be required to perform any other job-related duties as assigned by Department Management.The above statements are intended to describe the general nature and level of work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of the position. The Company reserves the right to make changes to the job description whenever necessary. Caesars Entertainment will engage in an interactive process and make reasonable accommodations, as required by law, for individuals with disabilities or to accommodate pregnancy, pregnancy-related conditions, or where a conflict exists between the position and an individuals' religious beliefs or practices. As a part of the new hire process, candidates will be required to complete a background check post-offer. The Company is an equal opportunity employer and does not discriminate against employees or applicants based on race, color, national origin, sex, age over 40, religion, disability, sexual orientation, gender identity or expression, veteran status, marital status, or any other characteristic protected by law.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 7-10 years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 12+ 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 7-10 years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 12+ 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $125,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Lead Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Lead Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 5+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. 7-10 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/19/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. Pershing X is a technology company pioneering an interoperable, multi-custodial platform that unifies the core areas of wealth management. Launched in 2021, Pershing X uses its capabilities in technology design and data consolidation, and access to investment management solutions to simplify complexities found in managing an advisory business-thereby enabling wealth management professionals to increase productivity and service their clients with a seamless end-to-end experience. Formed on a foundation built and backed by a leading global bank, Pershing X is on a mission to help wealth management professionals achieve efficiency and scale, so that they can spend more time with their clients and help more people. This opportunity is for a Project/Program manager position on the Pershing X Client Onboarding team, implementing clients onto the platform. We are looking for direct experience with managed accounts and implementing firms. Independently onboards new and existing broker dealers and advisory firms onto Pershing X platform Project manages Pershing X Implementations from a managed account perspective for custody/multi- and non-custody clients Responsible for project planning and tracking, status reporting, documenting/managing risks and issues, engaging with clients, and partnering with internal and external teams Accountable for managing Pershing X Implementations from a Implementations role perspective (Program Manager), compiling milestones and dependencies from Project Managers representing internal teams, to provide one voice to the client Serve as an advisor to clients as they onboard/transition/convert to/from organization products and solutions Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience Provides consultative support of complex situations for internal and external clients Provides leadership and recommendations for client support and training to assist with documentation, quality review and submission of documents Ensures client receives all necessary training and seamless transition to Support model Participates in conversion activities related to a mix of complex institutional client relationships requiring understanding of custody and accounting processing activities Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client onboarding needs are being addressed and develops processes to ensure communication and alignment across teams Ensures activities meet all compliance, legal and regulatory requirements May facilitate legal negotiation or document review Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment Identifies significant gaps or quality issues in transition processes and makes recommendations for improvement No direct reports; provides guidance to less experienced colleagues Documents new or updates existing Standard Operating Procedures Captures lessons learned and leads process improvements based on post-mortem transition analysis Preferred Experience/Qualifications: 3+ years Project/Program Management work experience required Experience leading large, complex, cross-functional projects or programs Proficiency in Microsoft Power Point, Excel, SharePoint, Jira, Visio, MS project PMP certification a plus Qualifications: Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate 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. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: • Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion, 2023 • Bloomberg's Gender Equality Index (GEI), 2023 • Best Places to Work for Disability Inclusion, Disability: IN - 100% score, 2023 • Human Rights Campaign Foundation, Corporate Equality Index, 2023 • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2023 • Forbes Blockchain 50, 2023 Our Benefits: BNY Mellon 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 that can support you and your family through moments that matter. Experience in securities, financial services or client-facing or project management roles preferred. Applicable local/regional licenses or certifications as required by the business.BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $81,000 and $179,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Charlotte office/practice. YOUR TEAM. This position will support our Affordable Housing/NFP Group. CohnReznick is proud to be one of the country's largest real estate advisory firms, offering fully integrated opportunities and cross-functional learning to fast-track your career. Aligning yourself to this industry group allows you to work with clients driving community development, addressing inequities, and propelling the industry forward with market-leading technologies and processes designed to better serve the people who live, work, and trust within their spaces. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? Work-Life Blend: Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together. (July 4th and Thanksgiving week) Parental Leave: Our expanded leave is up to 8 weeks following the birth or placement of a child. Flexibility: Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home. Diversity & Inclusion: Whether it's through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in. Total Rewards: We offer a competitive annual compensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure. Learning & Development: Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs. Wellness resources: Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members' mental and physical well-being. Performance Coach: Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice. The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to. YOUR ROLE. Responsibilities include but not limited to: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Affordable Housing or Real Estate experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. To learn more about life at CohnReznick, visit . CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/18/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our Charlotte office/practice. YOUR TEAM. This position will support our Affordable Housing/NFP Group. CohnReznick is proud to be one of the country's largest real estate advisory firms, offering fully integrated opportunities and cross-functional learning to fast-track your career. Aligning yourself to this industry group allows you to work with clients driving community development, addressing inequities, and propelling the industry forward with market-leading technologies and processes designed to better serve the people who live, work, and trust within their spaces. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? Work-Life Blend: Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together. (July 4th and Thanksgiving week) Parental Leave: Our expanded leave is up to 8 weeks following the birth or placement of a child. Flexibility: Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home. Diversity & Inclusion: Whether it's through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in. Total Rewards: We offer a competitive annual compensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure. Learning & Development: Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs. Wellness resources: Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members' mental and physical well-being. Performance Coach: Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice. The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to. YOUR ROLE. Responsibilities include but not limited to: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Affordable Housing or Real Estate experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. To learn more about life at CohnReznick, visit . CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our New York City office/practice. YOUR TEAM. This position will support our Affordable Housing Group . CohnReznick is proud to be one of the country's largest real estate advisory firms, offering fully integrated opportunities and cross-functional learning to fast-track your career. Aligning yourself to this industry group allows you to work with clients driving community development, addressing inequities, and propelling the industry forward with market-leading technologies and processes designed to better serve the people who live, work, and trust within their spaces. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? Work-Life Blend: Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together. (July 4th and Thanksgiving week) Parental Leave: Our expanded leave is up to 8 weeks following the birth or placement of a child. Flexibility: Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home. Diversity & Inclusion: Whether it's through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in. Total Rewards: We offer a competitive annual compensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure. Learning & Development: Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs. Wellness resources : Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members' mental and physical well-being. Performance Coach: Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice. The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to. YOUR ROLE. Responsibilities include but not limited to: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Affordable Housing or Real Estate experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. In New York City , the salary range for a Senior Assurance Associate is $85,000.00 to $140,000.00. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
04/18/2024
Full time
As CohnReznick grows, so do our career opportunities. As one of the nation's top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for an Assurance Senior Associate to join the team in our New York City office/practice. YOUR TEAM. This position will support our Affordable Housing Group . CohnReznick is proud to be one of the country's largest real estate advisory firms, offering fully integrated opportunities and cross-functional learning to fast-track your career. Aligning yourself to this industry group allows you to work with clients driving community development, addressing inequities, and propelling the industry forward with market-leading technologies and processes designed to better serve the people who live, work, and trust within their spaces. You will work on a team with other Associates, Senior Associates, Managers, Senior Managers, and Partners. This team has a passion for what they do and a focus on consistently delivering value to our clients. WHY COHNREZNICK? Work-Life Blend: Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together. (July 4th and Thanksgiving week) Parental Leave: Our expanded leave is up to 8 weeks following the birth or placement of a child. Flexibility: Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home. Diversity & Inclusion: Whether it's through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in. Total Rewards: We offer a competitive annual compensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure. Learning & Development: Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs. Wellness resources : Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members' mental and physical well-being. Performance Coach: Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice. The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to. YOUR ROLE. Responsibilities include but not limited to: Serve as the engagement lead on specific client accounts Take responsibility for pre-engagement planning, execution, and final deliverables Develop detailed engagement work plans Illustrate budgets and schedules Actively participate in proposals Manage a team of staff associates, including interns, while providing regular performance coaching and feedback Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership YOUR EXPERIENCE. The successful candidate will have: 3+ years of work experience in another public accounting firm Affordable Housing or Real Estate experience required Bachelor's Degree required CPA licensure achieved or eligibility to sit for the exam Strong experience using Microsoft Office Suite Knowledge of audit software such as CaseWare or ProSystem FX Exceptional organizational and communication (verbal and written) skills After reviewing this job posting, are you hesitating to apply because you don't meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. In New York City , the salary range for a Senior Assurance Associate is $85,000.00 to $140,000.00. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit . CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
University of California- Riverside
Riverside, California
Position Information Under the general direction of the Associate Director of Student Business Services/Cashiers, the incumbent is responsible for the management of the billing receivables ($292 M), loan administration and collection ($36M), student disbursements ($100 M) and supervision of 8 FTE. This includes direct supervision over the daily operations and internal controls of the campus billing receivables and student disbursements area. In collaboration with the Associate Director, participates in the development of departmental goals and strategic planning, business process re-engineering, policy and system enhancements, benchmarking and provides expert level expertise. Acts on behalf of the Associate Director in the Associate Director's absence. The full salary range for the Assistant Director of Student Business Services is $78,700.00 - $145,100.00 annually. The expected pay scale for this position is $78,700.00 - $111,900.00 annually. We base salary offers on a variety of considerations, such as education, licensure and certifications, experience, and other business and organizational needs. A cover letter must be submitted along with a resume in order to be considered for this position. Please be advised that candidates may be required to provide a work sample. Applicants must have current work authorization when accepting a UCR staff position. Currently, we are unable to sponsor or take over sponsorship of an employment Visa for staff. As a university employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements. Education Education Requirements Bachelor's degree in related area and/or equivalent experience/training. (Required) Master's degree in business administration and other related fields. (Preferred) Experience Requirements 6 - 10 years of related experience. (Required) Relevant experience in higher education (or similar environment). (Preferred) Previous supervisory/managerial experience. (Preferred) Minimum Requirements Proficiency in use of spreadsheet and database software. Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. Strong interpersonal skills, service orientation, ability to multi-task effectively in a varied, high volume environment, judgment and decision-making, reasoning, ability to develop original ideas to solve problems, and effective verbal and written communication skills. Advanced knowledge of financial transactions and financial systems, as well as related policy, accounting and regulatory compliance requirements. Ability to manage changing priorities, and manage staff time and efforts accordingly. Knowledge of human resources policies and procedures. Additional Information In the Heart of Inland Southern California, UC Riverside is located on nearly 1,200 acres near Box Springs Mountain in Southern California; the park-like campus provides convenient access to the vibrant and growing Inland region. The campus is a living laboratory for the exploration of issues critical to growing communities' air, water, energy, transportation, politics, the arts, history, and culture. UCR gives every student, faculty and staff member the resources to explore, engage, imagine and excel. UC Riverside is recognized as one of the most ethnically diverse research universities in the country boasting several key rankings of which we are extremely proud. UC Riverside is proud to be ranked No. 12 among all U.S. universities, according to Money Magazine's 2020 rankings, and among the top 1 percent of universities worldwide, according to the 2019-20 Center for World University rankings. UC Riverside is the top university in the United States for social mobility. - U.S. News 2020 UCR is a member of the University Innovation Alliance, the leading national coalition of public research universities committed to improving student success for low-income, first-generation, and students of color. Among top-tier universities, UC Riverside ranks No. 2 in financial aid. - Business Insider 2019 Ranked No. 2 in the world for research, UCR's Department of Entomology maintains one of the largest collections of insect specimens the nation. - Center for World University Rankings UCR's distinguished faculty boasts 2 Nobel Laureates, and 13 members of the National Academies of Science and Medicine. The University of California is an Equal Opportunity/Affirmative Action Employer with a strong institutional commitment to the achievement of excellence and diversity among its faculty and staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law. For information about our generous employee benefits package, visit: Employee Benefits Overview
04/18/2024
Full time
Position Information Under the general direction of the Associate Director of Student Business Services/Cashiers, the incumbent is responsible for the management of the billing receivables ($292 M), loan administration and collection ($36M), student disbursements ($100 M) and supervision of 8 FTE. This includes direct supervision over the daily operations and internal controls of the campus billing receivables and student disbursements area. In collaboration with the Associate Director, participates in the development of departmental goals and strategic planning, business process re-engineering, policy and system enhancements, benchmarking and provides expert level expertise. Acts on behalf of the Associate Director in the Associate Director's absence. The full salary range for the Assistant Director of Student Business Services is $78,700.00 - $145,100.00 annually. The expected pay scale for this position is $78,700.00 - $111,900.00 annually. We base salary offers on a variety of considerations, such as education, licensure and certifications, experience, and other business and organizational needs. A cover letter must be submitted along with a resume in order to be considered for this position. Please be advised that candidates may be required to provide a work sample. Applicants must have current work authorization when accepting a UCR staff position. Currently, we are unable to sponsor or take over sponsorship of an employment Visa for staff. As a university employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements. Education Education Requirements Bachelor's degree in related area and/or equivalent experience/training. (Required) Master's degree in business administration and other related fields. (Preferred) Experience Requirements 6 - 10 years of related experience. (Required) Relevant experience in higher education (or similar environment). (Preferred) Previous supervisory/managerial experience. (Preferred) Minimum Requirements Proficiency in use of spreadsheet and database software. Thorough knowledge and understanding of internal control practices and their impact on protecting University resources. Strong interpersonal skills, service orientation, ability to multi-task effectively in a varied, high volume environment, judgment and decision-making, reasoning, ability to develop original ideas to solve problems, and effective verbal and written communication skills. Advanced knowledge of financial transactions and financial systems, as well as related policy, accounting and regulatory compliance requirements. Ability to manage changing priorities, and manage staff time and efforts accordingly. Knowledge of human resources policies and procedures. Additional Information In the Heart of Inland Southern California, UC Riverside is located on nearly 1,200 acres near Box Springs Mountain in Southern California; the park-like campus provides convenient access to the vibrant and growing Inland region. The campus is a living laboratory for the exploration of issues critical to growing communities' air, water, energy, transportation, politics, the arts, history, and culture. UCR gives every student, faculty and staff member the resources to explore, engage, imagine and excel. UC Riverside is recognized as one of the most ethnically diverse research universities in the country boasting several key rankings of which we are extremely proud. UC Riverside is proud to be ranked No. 12 among all U.S. universities, according to Money Magazine's 2020 rankings, and among the top 1 percent of universities worldwide, according to the 2019-20 Center for World University rankings. UC Riverside is the top university in the United States for social mobility. - U.S. News 2020 UCR is a member of the University Innovation Alliance, the leading national coalition of public research universities committed to improving student success for low-income, first-generation, and students of color. Among top-tier universities, UC Riverside ranks No. 2 in financial aid. - Business Insider 2019 Ranked No. 2 in the world for research, UCR's Department of Entomology maintains one of the largest collections of insect specimens the nation. - Center for World University Rankings UCR's distinguished faculty boasts 2 Nobel Laureates, and 13 members of the National Academies of Science and Medicine. The University of California is an Equal Opportunity/Affirmative Action Employer with a strong institutional commitment to the achievement of excellence and diversity among its faculty and staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by law. For information about our generous employee benefits package, visit: Employee Benefits Overview
Zurich North America is looking for a Market Facing Underwriter III to join our Surety Large Contract Accounts East team. Ideally this role will be based out of the Philadelphia/New Jersey/New York City region, but may be located elsewhere in the East Region. The position will require approximately 20% travel. This Market Facing Underwriter III - Large Contract Surety Accounts role is part of the Eastern region of the country. The position is responsible for managing both domestic and international Large Accounts and an assigned portfolio of Large targeted prospects. This is a highly technical and market facing position that requires significant experience with Contract Surety or comparable credit analysis. Building strong relationships with distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key responsibility of this role. The Market Facing Underwriter III responsibilities include: Underwriting and analyzing new and renewal Large Accounts Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules Developing and maintaining national agency and broker relationships Working within broad limits and authorities on highly complex assignments Clear and distinct accountability for business results Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area, Finance, Accounting or Banking experience OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment Preferred Qualifications: Advanced knowledge and practice of Surety Bonds Established Broker relationships Ability to interact with the C-Suite Ability to investigate and analyze complicated credit assessments, trends, business strategies and organizational character among other aspects of our customers Ability to coherently articulate these strategies and financial concepts formulating fact based conclusions and recommendations. Prior experience managing/growing profitable portfolio of customers Negotiation experience with large, international and national organizations Strong team building and organizational skills Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled.The starting salary range for this position is $115,000.00 - $165,000.00 . As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - New York, AM - Philadelphia, AM - Jersey City Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag:
04/18/2024
Full time
Zurich North America is looking for a Market Facing Underwriter III to join our Surety Large Contract Accounts East team. Ideally this role will be based out of the Philadelphia/New Jersey/New York City region, but may be located elsewhere in the East Region. The position will require approximately 20% travel. This Market Facing Underwriter III - Large Contract Surety Accounts role is part of the Eastern region of the country. The position is responsible for managing both domestic and international Large Accounts and an assigned portfolio of Large targeted prospects. This is a highly technical and market facing position that requires significant experience with Contract Surety or comparable credit analysis. Building strong relationships with distributors (agents and brokers) and our customers in support of business retention and acquisition of new business is a key responsibility of this role. The Market Facing Underwriter III responsibilities include: Underwriting and analyzing new and renewal Large Accounts Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules Developing and maintaining national agency and broker relationships Working within broad limits and authorities on highly complex assignments Clear and distinct accountability for business results Basic Qualifications: High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area, Finance, Accounting or Banking experience OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND Knowledge of Microsoft Office Experience working on time restraints for quotes on new and renewal business Experience working in a team environment Preferred Qualifications: Advanced knowledge and practice of Surety Bonds Established Broker relationships Ability to interact with the C-Suite Ability to investigate and analyze complicated credit assessments, trends, business strategies and organizational character among other aspects of our customers Ability to coherently articulate these strategies and financial concepts formulating fact based conclusions and recommendations. Prior experience managing/growing profitable portfolio of customers Negotiation experience with large, international and national organizations Strong team building and organizational skills Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here . Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled.The starting salary range for this position is $115,000.00 - $165,000.00 . As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( ). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - New York, AM - Philadelphia, AM - Jersey City Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: