
Vice President, Client Processing - Trade Capture
About the role
Vice President, Client Processing
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 #Life AtBNY 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 to join our Client Processing -Trade Capture team. This role is located in Lake Mary.
The Trade Capture group process and review a wide range of trades at a high level of accuracy within a controlled environment. Trade Capture daily tasks include:
- trade processing for assigned funds using both automated and manual processing procedures,
- preparing and ensuring that daily trade file is completed and accurate,
- monitoring exception reports to identify and resolve errors,
- reconciliation of trades booked to trade blotters.
In this role, you’ll make an impact in the following ways:
- Own the end‑to‑end Trade Capture process, including task allocation, controls, quality, and risk management
- Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
- Build strong, trusted client relationships and ensure consistent, accurate service delivery
- Ensure full compliance with BNY Mellon policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
- Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
- Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
- Identify process risks and errors, ensure root‑cause analysis, and implement sustainable corrective actions
- Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
- Lead and coordinate business and change initiatives impacting day‑to‑day operations
To be successful in this role, we’re seeking the following:
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Bachelor’s degree in finance, science or similar with 6+ years of relevant experience,
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Experience in process management is an asset,
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Organizational skills and ability to handle high volume of tasks with tight deadlines,
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An effective communicator on all levels with solid presentation skills,
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Knowledge of financial instruments - both listed and unlisted,
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Excellent problem solver with sound prioritization & time management skills,
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Proficient in English with strong verbal and written communication skills.
At BNY, our culture speaks for itself, check out the latest BNY news at:
Here’s a few of our recent awards:
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America’s Most Innovative Companies, Fortune, 2025
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World’s Most Admired Companies, Fortune 2025
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“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.
About BNY Mellon
Lake Mary
Headquarters