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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 and champions of inclusion, 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.
We're seeking a future team member for the role of Vice President, Client Processing I to join our Pershing Operations team. Pershing provides a broad range of financial business solutions to investment banks, broker-dealers, wealth managers, financial planners and advisers across EMEA. We provide sophisticated front-end technology and flexible middle office capabilities with execution, settlement and custody services. These are supported by a robust regulatory and compliance framework with dedicated client asset experience and expertise. This role is located in Liverpool, and is Hybrid.
In this role, you'll make an impact in the following ways:
This role is responsible for the management of an operational team dealing with the administration of Wrapper and SIPP accounts. The role requires both hands on management and strategic planning.
Responsible for resource allocation and for ensuring projects are on schedule and to budget.
Provides a consistent client service level model and ensures that all service levels are consistently satisfied or exceeded.
Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards. Identifies and implements process improvements to improve the experience for all stakeholders
Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
Sets departmental budgets and conducts resource planning. Develops business plans for team/group operations.
Ensuring all client queries received by the team are reviewed and resolved in line with expectations and ensuring delivery of a high level of client service both internally and externally.
Maintain departmental control models, produce MI and monitor KRIs to ensure they are up to date and reflective of processes to ensure regulatory breaches are minimised.
Ensure all tasks and duties that fall within the team's responsibility are completed in a timely and accurate manner. Escalation of any material issues.
Co-ordinate testing and ensure test scripts are up to date and reflective of live process, plus support of software releases
Keep up to date with industry developments and changes.
Undertake projects or tasks as required
Any other duties as required
To be successful in this role, we're seeking the following:
Experience of managing multi-disciplinary teams ideally across multiple locations
Direct experience of dealing with a wide range of employee relations activities
Strong operational experience in a related financial services discipline ideally SIPP
Good understanding of Pensions and the tax regime in which they operate
Demonstrable understanding of FCA, CASS and CBI CAR rules
Strong systems skills/ability to define MI/ manipulate data (ideally intermediate+ Excel)
Senior management/Board experience
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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