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Vice President, Fund/Client CONVERSIONS ONBOARDING
Corporate title: Vice President, Fund/Client Accounting
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.
We’re seeking a future team member for the role of Vice President, Fund/Client Accounting to join our Conversion Onboarding team. This role is located in Wroclaw.
Supports the seamless onboarding and integration of new client mandates and internal migrations into BNY’s operating model. Partnering closely with Client Activation Management and cross-functional teams, this role coordinates onboarding activities, gathers and documents requirements, and facilitates communication to ensure a smooth transition from sales to operations. This position is suited to candidates with solid experience in financial services operations who want to deepen expertise in client onboarding and stakeholder management.
In this role, you’ll make an impact in the following ways:
- Act as a day-to-day point of contact during onboarding, setting expectations, tracking timelines, and responding to client inquiries in a timely manner.
- Prepare materials and agendas for onboarding workshops and working sessions; capture decisions and action items.
- Collect and document requirements; support gap analysis of incumbent data/processes against BNY’s standard platform requirements.
- Maintain clear, organized records of onboarding plans, milestones, risks/issues, and status reporting.
- Collaborate with Operations, Engineering, Product, and Control functions to progress cross-functional onboarding activities and remove blockers.
- Assist in migration planning (cutover checklists, testing readiness) and tracking of key milestones to ensure timely delivery.
- Contribute operational insights to solution design discussions; flag exceptions and support approval workflows.
- Stay informed on relevant regulatory and operational frameworks impacting onboarding (e.g., client due diligence, controls, documentation).
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in Business, Finance, or a related field preferred.
- 7+ years of experience in financial services operations, with hands-on exposure to client onboarding, migrations, or integration activities.
- Financial markets knowledge required.
- Strong communication and interpersonal skills with a client-focused mindset.
- Solid understanding of financial services operations; experience with onboarding processes is a plus.
- Detail-oriented with strong organizational and problem-solving abilities.
- Ability to work collaboratively across teams and manage multiple priorities in a matrix environment.
- Proficiency in Microsoft Office tools; familiarity with project management/workflow software is advantageous.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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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About BNY Mellon

BNY Mellon
PublicBNY Mellon is a global investment company and one of the world's oldest banks, providing investment management and investment services to institutions, corporations and high-net-worth individuals. The company serves as a custodian for assets and provides treasury services, fund administration and other financial services.
10,001+
Employees
New York City
Headquarters
Reviews
4.0
31 reviews
Work Life Balance
3.4
Compensation
4.8
Culture
3.9
Career
4.1
Management
3.5
78%
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Pros
Prestigious brand and networking opportunities
Excellent compensation and bonus structure
Exposure to complex financial systems
Cons
Work-life balance can be difficult
Legacy technology in some areas
High-pressure environment with strict deadlines
Salary Ranges
30 data points
Junior/L3
L2
L3
L4
L5
L6
Mid/L4
Senior/L5
Staff/L6
Junior/L3 · Senior Portfolio Analyst
2 reports
$74,750
total / year
Base
$65,000
Stock
-
Bonus
-
$69,000
$80,500
Interview Experience
8 interviews
Difficulty
3.0
/ 5
Duration
21-35 weeks
Experience
Positive 0%
Neutral 75%
Negative 25%
Interview Process
1
Application Review
2
Online Assessment/Technical Screen
3
HR/Recruiter Screen
4
Technical Interview
5
Behavioral Interview
6
Final Round/Superday
Common Questions
Technical Knowledge
Coding/Algorithm
Behavioral/STAR
Past Experience
Culture Fit
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