Vice President, Client Onboarding/Tax Documentation Validation Manager

3 dni temu

Wrocław, Województwo dolnośląskie, Polska BNY Pełny etat

Job Description
Corporate title: Vice President, Client Onboarding/Transitions/Conversions/KYC I

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We're seeking a future team member for the role of
Vice President, Client Onboarding/Tax Documentation Validation Manager
to join our team. This role is located in Wroclaw, Poland.

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

  • Directly manage and develop a team of 10+ members, fostering a high-performance culture.
  • Manage account openings and closures and oversee system transitions and conversions.
  • Ensure all SLAs are achieved, managing the end-to-end success of large, complex client transitions and conversions.
  • Provide expert consultative support to internal stakeholders and senior management on complex client and operational issues.
  • Lead project management activities including planning, reporting, risk and issue tracking, scheduling, effort estimation, and documentation.
  • Identify process gaps and quality issues, recommending and implementing improvements.
  • Regularly review workflows and procedures to optimize client experience while maintaining regulatory, compliance, and risk standards.
  • Drive process improvements through data analysis and performance metrics.

To be successful in this role, we're seeking the following:

  • Proven people leadership experience managing teams of 10 or more
  • Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
  • 5-8 years of relevant work experience, preferably in securities, financial services, client-facing, or project management roles
  • Excellent communication and consultative skills to engage with senior management and stakeholders.

At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom

BNY LinkedIn

Here's a Few Of Our Recent Awards

  • America's Most Innovative Companies, Fortune, 2025
  • World's Most Admired Companies, Fortune 2025
  • "Most Just Companies", Just Capital and CNBC, 2025

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.

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