Vice President, Client Operations Manager

The Bank of New York Mellon Corp

  • Lake Mary, FL
  • 30+ days ago

    Highlights

    This role ensures client deliverables meet agreed service levels (accuracy, timeliness), provides operational shielding so processing teams can focus on production, and drives proactive, data-driven improvements-including automation and elimination of manual processes-to enhance client experience and operational efficiency. (Assets, Movements, Platforms) is BNY's Banking as a Service Solution which allows organizations to embed self-branded banking into their offerings-backed by BNY's safety, compliance, and operations-via modular capabilities and APIs.

    Numbers & Facts

    LocationLake Mary, FL

    Description

    We're seeking a future team member for the role of Vice President, Client Operations Manager - BNY A.M.P. (Banking as a Service) Operations to join our Global Payments and Trade Operations Platform. This role is located in Pittsburgh, PA.

    About BNY A.M.P

    BNY A.M.P. (Assets, Movements, Platforms) is BNY's Banking as a Service Solution which allows organizations to embed self-branded banking into their offerings-backed by BNY's safety, compliance, and operations-via modular capabilities and APIs. Institutional clients can set up accounts, ACH/Checks, cards/ATMs, bill pay, statements, tax reporting, fraud protection, and white-label portals, with consultative support and a dedicated team for back office and product support.

    About the Role

    The Vice President, Client Operations Manager (COM) in BNY's A.M.P. Operations space is a product-specific operational leader responsible for client data management and analytics, end-to-end client inquiry management and delivery of day-to-day operational services. This role ensures client deliverables meet agreed service levels (accuracy, timeliness), provides operational shielding so processing teams can focus on production, and drives proactive, data-driven improvements-including automation and elimination of manual processes-to enhance client experience and operational efficiency.

    Key Responsibilities

    • Operational ownership and query resolution

    • Lead a team serving as primary point of contact to analyze, triage, and respond to client queries

    • Ensure all client deliverables are accurate and timely

    • Escalate client concerns or issues to Client Service Delivery team

    • Partner with Operations teams to improve client experience and outcomes

    • Performance metrics, data, and continuous improvement

    • Design and implement operational metrics and dashboards to monitor performance (e.g., resolution timeliness, case aging)

    • Implement client-specific metrics to assess BNY performance versus standards (SLA thresholds) and provide efficiency benchmarks

    • Use data to anticipate and resolve issues before they arise; identify and remediate root causes to reduce re-opened and aged cases

    • Operating model and coverage

    • Implement a client coverage model appropriate for the platform/product, with clearly defined accountability for service delivery

    • Maintain consistency and alignment with minimum standards across platforms

    • ECRM adoption

    • Ensure all client communications (transaction-specific queries) are managed via eCRM

    • Configure eCRM queues, routing rules and assignment logic

    • Build team views and dashboards; define escalation triggers; establish metadata and best practices at the queue level

    • Streamline mailbox structures, archive legacy threads, reduce mailbox size, and remove undocumented client-side rules in support of scale

    • Automation and digital employee enablement

    • Collaborate with clients and internal teams to drive automation and eliminate manual processes

    • Leverage the Digital Inquiry Service Companion (DISC) and AI capabilities, with human validation, to improve response times and standardize high-quality replies

    • Monitor performance via AI/operational dashboards and support phased rollout with clear success criteria

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

    • Bachelor''s degree in Business Administration, Finance, or a related field.

    • Advanced degree or relevant certifications are a plus.

    • Professional certifications (e.g., PMP, Lean Six Sigma Black Belt, Data/AI certifications) are a plus

    • Typically 4-7 years of experience and 0-1 years of management experience.

    • 8+ years of operations experience in financial services with deep, product-specific expertise; 3+ years leading client-facing teams preferred

    • Demonstrated success implementing operational metrics, dashboards, and data-driven performance improvements

    • Hands-on experience with case management platforms (e.g., eCRM): queue configuration, routing/assignment logic, operational views, and escalation management

    • Process improvement mindset with a proven track record driving automation and reducing manual workflows with clients and internal stakeholders

    • Skilled communicator with stakeholder management experience

    • Experienced on prioritization with an ability to "connect the dots" across the organization while maintaining a client-centric focus

    • Effective collaboration across multiple global time zones and functions

    • Strong analytical and problem-solving capabilities; adept at anticipating issues and implementing preventive controls

    • Comfortable leveraging AI-assisted operational tools with human controls (e.g., digital employees drafting responses for human validation)

    • Background in Payments Preferred: ACH, Checks, Wire Transfers, Debit Cards

    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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

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