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Vice President, Client Processing Manager I - Conventional Trust

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At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Vice President, Client Processing Manager I - Conventional Trust to join our Corporate Trust Operations team. This role is located in Pittsburgh, PA, and will work a Hybrid schedule (3 days per week in-office required) .

In this role, you’ll make an impact in the following ways:

Manage a staff who process Lost Security, Lost Holder/Account Maintenance and Written Correspondence transactional support functions for bondholders/clients
Knowledge of SEC Regulations and management of daily report is critical
Acts as the team’s initial point of contact for issues requiring escalation
Manages the daily transactional workflow within the team(s) and aligns team resources accordingly to complete daily tasks
Prepares performance reviews and provides ongoing feedback to staff
Knowledge of Transtar, workflow system, and collecting data for monthly metrics/KPD’s is helpful
Contributes to the achievement of team objectives

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 is preferred with at least 0-1 years in management
Fundamental understanding of Lost Securities, SEC Regulation X-17 Rule 240, Lost Holder, Account Maintenance and Check Replacement
Understanding of daily reports and the essential steps to process lost security correspondence including SEC turnaround time
Understand legal documents/requirements sufficient to process request associated with transactions within the scope of this department
Knowledge of monthly reporting/metrics – KPD’s, Bankwide and audit

At BNY, our culture speaks for itself. Here’s a few of our awards:

America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

What You Should Know About Vice President, Client Processing Manager I - Conventional Trust, BNY

Join BNY as our Vice President, Client Processing Manager I - Conventional Trust and be part of a dynamic team where your growth and success are a priority. Located in Pittsburgh, PA, this hybrid role requires you to be in the office three days a week, immersing yourself in an engaging workplace that values innovation and inclusivity. In this leadership position, you will oversee a dedicated staff responsible for managing functions such as Lost Security and Written Correspondence for our bondholders and clients. Your expertise in SEC Regulations will be invaluable as you act as the initial point of contact for escalated issues, ensuring that the daily workflow runs smoothly and that team resources are effectively aligned. Your leadership will shape performance reviews and ongoing feedback, contributing to the team's objectives and overall success. We're looking for someone with a Bachelor's degree and at least 4-5 years of experience, including a solid foundation in Lost Securities and regulatory compliance. If you're ready to make an impact in a leading global financial services company that manages nearly 20% of the world's investible assets, this is the role for you. Together, we can continue to create solutions that benefit communities and individuals worldwide.

Frequently Asked Questions (FAQs) for Vice President, Client Processing Manager I - Conventional Trust Role at BNY

What qualifications are needed for the Vice President, Client Processing Manager I - Conventional Trust position at BNY?

To qualify for the Vice President, Client Processing Manager I - Conventional Trust role at BNY, candidates need a Bachelor's degree or an equivalent combination of education and experience. A preferred 4-5 years of work experience, including at least 0-1 years in a management role, is essential. A strong understanding of SEC Regulations, particularly SEC Regulation X-17 Rule 240, is crucial for this position, along with knowledge of Lost Securities and account maintenance processes.