Act as a day-to-day point of contact during onboarding, setting expectations, tracking timelines, and responding to client inquiries in a timely manner.
Prepare materials and agendas for onboarding workshops and working sessions; capture decisions and action items.
Collect and document requirements; support gap analysis of incumbent data/processes against BNY’s standard platform requirements.
Maintain clear, organized records of onboarding plans, milestones, risks/issues, and status reporting.
Collaborate with Operations, Engineering, Product, and Control functions to progress cross-functional onboarding activities and remove blockers.
Assist in migration planning (cutover checklists, testing readiness) and tracking of key milestones to ensure timely delivery.
Contribute operational insights to solution design discussions; flag exceptions and support approval workflows.
Stay informed on relevant regulatory and operational frameworks impacting onboarding (e.g., client due diligence, controls, documentation).

Bachelor’s degree in Business, Finance, or a related field preferred.
7+ years of experience in financial services operations, with hands-on exposure to client onboarding, migrations, or integration activities.
Financial markets knowledge required.
Strong communication and interpersonal skills with a client-focused mindset.
Solid understanding of financial services operations; experience with onboarding processes is a plus.
Detail-oriented with strong organizational and problem-solving abilities.
Ability to work collaboratively across teams and manage multiple priorities in a matrix environment.
Proficiency in Microsoft Office tools; familiarity with project management/workflow software is advantageous.

Vice President, Fund/Client Accounting

Key skills