We're seeking a future team member for the role of Vice President, Client Enablement to join our Wealth Services Platform team. This role is located in Jersey City, NJ.
The Vice President, Client Enablement joins our Client Transition team, which focuses on Broker Dealers and Advisors to onboard their business to Pershing's Custody and Managed Platform.
The Client Transition department consists of two primary roles Account Manager and Specialist. This Vice President, Client Enablement role will be a "Specialist" within the Client Transition organization. For further explanation, our Account Managers ensure a seamless transition for new clients in compliance with legal and compliance regulations and follow a project management discipline to coordinate activities spanning many teams and topics. Our Specialists gather, clean, map, transform, reconcile, test, validate and manage the lifecycle of client demographic or positions and balance data from project initiation through to program closure. In this role, you will manage and resolve risks, issues, and dependencies. You will report exceptions and statuses to the required business teams, managers and clients. You will serve as a liaison between clients and internal technical groups to ensure delivery of projects on time, within budget, and to specification. And you will provide advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy.
In this role, you'll make an impact in the following ways:
To be successful in this role, we're seeking the following:
Vice President, Client Enablement • Jersey City, NJ, United States
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