Responsibilities

• Establish and execute activities to achieve change request outcomes.
• Lead data and change delivery for complex client-initiated requests and onboarding, applying industry and organizational best practices.
• Contribute to the development and evolution of Client Change toolkits to meet changing industry and client needs for quicker time to market.
• Apply structured change management processes and tools to deliver initiatives on time, within budget, and to desired outcomes, while identifying opportunities to optimize processes.
• Collaborate with clients and stakeholders to ensure a client-first approach and a seamless experience.
• Build productive relationships with internal teams, BNY, CIBC, vendors, and partners, developing subject matter expertise on client changes.
• Cultivate and leverage internal expertise to develop effective solutions, coordinating all activities and deliverables with key stakeholders (e.g., Operations, Client Experience, Client Account Activation Management).
• Maintain up-to-date knowledge of solution provider releases and changes.
• Ensure comprehensive requirements, playbooks, and toolkits are developed and maintained.
• Lead regular client and internal meetings/forums to communicate project milestones and schedules to stakeholders, ensuring delivery commitments are met.
• Lead all aspects of change initiatives, working closely with business and technology partners to oversee all phases of the work..
• Provide regular updates to internal and external stakeholders, lead meetings to review progress, and ensure visibility of issues and risks.
• Ensure initiatives are delivered within agreed scope, time, cost, and quality parameters.
• Develop and maintain appropriate documentation to support change initiatives.

Qualifications

• University degree or equivalent.
• Minimum 5 years of progressive experience, with at least 3 years in structured process roles within financial services.
• Proven ability to solve complex issues, often requiring coordination of senior resources.
• Strong relationship management and stakeholder engagement skills, with the ability to build trust at all levels.
• Demonstrated ability to foster a client-first team culture.
• Effective in driving initiatives amidst ambiguity and limited information.
• Strong stakeholder management, negotiation, and conflict resolution skills.
• Knowledge of operational procedures, securities industry, and related platforms.
• Ability to build and maintain relationships with business and technology partners.
• Excellent time management, leadership, organizational, analytical, and communication skills.
• Strong business and technical acumen, with agility to learn new areas quickly.
• Effective presentation, written, and verbal communication skills.
• Exceptional problem-solving and critical-thinking abilities.