Quick Overview
Job Description
We’re seeking a future team member for the role of Vice President, Instruction Capture Client Event Manager to join Fund and Investor Solutions. This role is located in Lake Mary.
In this role, you’ll make an impact in the following ways:
- Represent Instruction Capture in client engagements as a subject matter expert, with a focus on Fund processing, including orders, baskets, and lifecycle events.
- Develop and maintain standardized Instruction Capture offering materials and client documentation, including due diligence content.
- Advocate for scalable, controlled, and STP-aligned workflows in client discussions and solution design.
- Partner with clients and internal stakeholders to support onboarding, event readiness, and operating model optimization.
To be successful in this role, we’re seeking the following:
- 7+ years of experience in Financial Services.
- Deep expertise in Instruction Capture, Fund Accounting, or related operational and client service domains.
- Strong experience across:
- Front-to-back trade lifecycle processes, from execution through capture, enrichment, and downstream processing.
- ETF or Mutual Fund lifecycle, including orders, baskets, NAV impact, and processing flows.
- Client service and fund accounting & operations.
- Demonstrated success in:
- Client onboarding and fund lifecycle events.
- Understanding of operational risk, controls, and regulatory frameworks.
- Collaboration with Operations, Relationship Management, external Clients.
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.Similar jobs
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