Lead Manager, Client Reporting /Performance

Job Description

Client Reporting, Performance - M2 Manages a team of staff assigned to monitor and report on client portfolio performance and maintain trade platform utilized by clients. Provides management for staff involved in monitoring client portfolios. Serves as a resource on products offered to clients. Manages improvements in data collection and reporting platforms. Serves as an escalation point for exceptional issues, keeping leadership apprised of potential areas of concern. Responsible for ensuring training programs address department findings and organizational needs. Ensures staff development in area of expertise. Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Manages a team of Client Reporting and Performance professionals Responsible for achievement of team goals. Ensures team is equipped to operate and achieve team objectives. Manages financial resources of the team (budgets, expenses, etc.) Bachelors degree or the equivalent combination of education and experience is required. 5-7 years of total work experience with at least 0-1 years in management preferred. Experience in trading or brokerage preferred. Applicable local/regional licenses or certifications as required by the business.

Qualifications

• graduate

BNY Mellon is an Equal Employment Opportunity Employer.

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