Job Description
Manager, Client Onboarding/Transitions/Conversions/KYC
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” - +7% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 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 #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Manager, Client Onboarding/Transitions/Conversions/KYC to join our TREASURY SERVICES team. This role is located in PUNE, MS - HYBRID.
In this role, you’ll make an impact in the following ways:
POSITION SUMMARY:
Manages a team responsible for supporting client onboarding/transition/conversion projects. Manages the performance of assigned staff; coaches and guides on project management.
PRIMARY RESPONSIBILITIES:
Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. May research, develop and establish methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.
Guides team in activities that align to team, area and functional objectives. Contributes to the development of team standard operating procedures.
Tracks and reports on results and outcomes for assigned team. Provides reports on team metrics and dashboards and follows resource allocation guidelines.
Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation.
Supports onboarding/transitions/conversions team with integrating activities with the necessary teams in other parts of the business, such as product, technology or client service teams.
Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team.
LEADERSHIP
Manages a team of support staff and professionals, including coaching, performance management and resource allocation.
JOB SCOPE
Develops and oversees the achievement of team objectives. May manage financial resources (e.g., budgets, expenses, etc.). Focus is on daily, short-term goal achievement.
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required.
4-5 years of total work experience and at least 0-1 years of management experience 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
Bloomberg’s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
Best Places to Work for Disability Inclusion , Disability: IN – 100% score
100 Best Workplaces for Innovators, Fast Company
CDP’s Climate Change ‘A List’
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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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.
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” - +7% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.
With over 238 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 #LifeAtBNYMellon is all about.
We’re seeking a future team member for the role of Manager, Client Onboarding/Transitions/Conversions/KYC to join our TREASURY SERVICES team. This role is located in PUNE, MS - HYBRID.
In this role, you’ll make an impact in the following ways:
POSITION SUMMARY:
Manages a team responsible for supporting client onboarding/transition/conversion projects. Manages the performance of assigned staff; coaches and guides on project management.
PRIMARY RESPONSIBILITIES:
Serves as an escalation point for complex issues. Advises and guides staff on appropriate solutions and shepherds through to resolution. May research, develop and establish methodologies, protocols and processes to facilitate or improve transition project management or the client onboarding/transition/conversion experience.
Guides team in activities that align to team, area and functional objectives. Contributes to the development of team standard operating procedures.
Tracks and reports on results and outcomes for assigned team. Provides reports on team metrics and dashboards and follows resource allocation guidelines.
Ensures that all activities meet required regulatory compliance standards. May participate in legal review and negotiation.
Supports onboarding/transitions/conversions team with integrating activities with the necessary teams in other parts of the business, such as product, technology or client service teams.
Recruits, directs, motivates and develops staff, maximizing their individual contributions, their professional growth and their ability to function effectively with their colleagues as a team.
LEADERSHIP
Manages a team of support staff and professionals, including coaching, performance management and resource allocation.
JOB SCOPE
Develops and oversees the achievement of team objectives. May manage financial resources (e.g., budgets, expenses, etc.). Focus is on daily, short-term goal achievement.
To be successful in this role, we’re seeking the following:
Bachelor’s degree or the equivalent combination of education and experience is required.
4-5 years of total work experience and at least 0-1 years of management experience 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
Bloomberg’s Gender Equality Index (GEI)
Human Rights Campaign Foundation, 100% score Corporate Equality Index
Best Places to Work for Disability Inclusion , Disability: IN – 100% score
100 Best Workplaces for Innovators, Fast Company
CDP’s Climate Change ‘A List’
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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Manager| Client Onboarding|Transitions|Conversions|Know Your Client position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
