Senior Specialist, Client Implementations

Pershing provides a flexible and progressive work environment. Roles can be hybrid in nature (office + WFH) or fully based from home (remote) depending on needs of the employee and the business.

Authentic, innovative, and results-driven? Raise your hand if that sounds like you!

We're looking for an amazing individual to join our growing team. The longevity of our firm is a testament to its strength and stability. Your ability to contribute fresh and diverse perspectives in a team-based environment will usher us into future and take us to the next level.

BNY Mellon's Pershing offers a fast-paced environment and dynamic culture where "client first" is paramount. We serve introducing broker dealers and advisory firms who are professionally managed and growth oriented, supporting high net worth and ultra-high net worth investors who lead complex financial lives.

Our commitment to career growth and mobility is at the core of our people-oriented culture, as evidenced by our tenured staff. We welcome the opportunity to speak with you!

Project manages large client implementations for complex products, services and platforms or for global clients.

Manages the implementation and set-up of complex products and services to the most mature platforms by providing project management support directly to clients.

Assists clients in thinking through the best BNY Mellon solution for them and how to migrate from an existing operating platform to a BNY Mellon strategic platform.

Project manages internal BNY Mellon teams by executing project plan assignments, coordinating completion of work with other areas of the bank that have project responsibilities and escalating projects risks to the bank, as appropriate.

May work with cross-functional teams to support clients on an ongoing basis and manage a book of business; works with internal utilities, such as tax and document management, to set up treasury accounts, electronic banking services and products.

May assist with the contract negotiation process as it relates to service level definitions and KPIs.

No direct reports; provides guidance to less experienced team members as needed. May be tasked with Team Lead responsibilities.

Responsible for complex, mature and/or moderate to large client implementations with increased complexity and/or across multiple products/services or for global clients.

Bachelor's degree or the equivalent combination of education and experience is required. Project management certification is preferred.

7-10 years of total work experience preferred. Experience in client-facing or project management roles preferred.