Vice President, Client Service Lead - Investment Performance and Risk Services

About the role

This role is located in Everett, MA.

Responsibilities

• Strengthen institutional client relationships, ensuring high-quality delivery, and converting satisfaction into growth through proactive issue resolution and cross-functional execution.
• Own end-to-end client engagement, partnering with Service and Commercial teams to strengthen relationships and drive retention and growth.
• Deepen executive-level relationships with institutional investment offices and key BNY stakeholders to elevate client satisfaction and expand cross-sell of BNY services.
• Serve as the primary point of contact for Global Risk Solutions (Performance & Compliance), resolving complex internal/external inquiries across performance measurement, asset allocation, attribution, risk, and investment analytics.
• Lead initiatives and projects independently; deliver high-quality client service while orchestrating multi-stakeholder work across sales, onboarding, migration, and conversion.
• Cook up cross-functionally to align investment data, operations, and technology; accelerate resolution of data-quality and complex technical issues to safeguard client outcomes.

Requirements

• Core competencies:
  • Executive communication: Exceptional written and verbal skills; adept at toggling between deep analytical detail and high-level narratives tailored to client sophistication.
  • Financial acumen: Strong grounding in industry concepts, performance, attribution, and investment/risk analytics; practical fluency with institutional investor use cases.
  • Data and tooling: Advanced Excel and PowerPoint; working knowledge of SQL and visualization platforms; confident using query databases and analytical tools.
  • Investment data expertise: Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers.
  • Alternatives and derivatives: Familiar with alternative investments and advanced risk analysis; solid grasp of derivatives strategies and their impacts on performance, exposure, and risk reporting.
  • Regulatory awareness: Exposure to regional/country regulatory reporting and how performance/risk data underpins those disclosures.
• Experience: 5–7 years in relevant domains (Fund Accounting, Performance, Compliance), with a track record of delivering high-quality analyses and client outcomes.
• Education: Bachelor’s in Accounting, Economics, Finance, or Mathematics (or equivalent). Preferred: Master’s degree and professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA).

Qualifications

• Bachelor’s in Accounting, Economics, Finance, or Mathematics (or equivalent).
• Possession of professional certifications (e.g., CFA, CIPM, CAIA, FRM, ACCA, CIMA) is preferred.

Skills

• Exceptional written and verbal communication skills.
• Strong grounding in industry concepts, performance, attribution, and investment/risk analytics.
• Advanced proficiency in Excel and PowerPoint.
• Working knowledge of SQL and visualization platforms.
• Confidence in using query databases and analytical tools.
• Deep understanding of investment data workflows, vendor data sources, and interactions across managers, administrators, consultants, and service providers.
• Familiarity with alternative investments and advanced risk analysis.
• Exposure to regional/country regulatory reporting and its impact on performance/risk data.

Benefits

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.

Pay

The base salary for this position is expected to be between $68,000 and $185,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

Schedule

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.