Client Lifecycle Management Associate

BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

About the area:

• The Global Institutional Business CIB unit is responsible for managing and driving business with institutional clients through Corporate and Investment Banking products (Global Markets, Global Transactional Banking, and Investment Banking and Finance).

• To perform these functions, Global Institutional Business CIB is organized into five main activity sectors: Banks, Wealth and Asset Managers, Insurance, Public Sector, and Financial Sponsors.

• The area has just redefined its strategic approach, called ASP3N, which aims, among other objectives, to evolve the income mix between corporate and institutional clients from current levels (approximately 2/3 - 1/3) to near parity by 2029 through a comprehensive front to back business transformation.

• BBVA's new institutional business will be structured around two main pillars: a) product Development (understood comprehensively, including not only trading but also IT, operations, risks, etc.) and b) a new commercial coverage model, which seeks to increase specialization, enhance the level of client interaction, and improve commercial processes.

• To support this growth strategy, we are creating a new role within Client Strategy & Profitability to strengthen onboarding capabilities and enhance client lifecycle management. The role will focus on onboarding coordination, client interaction and stakeholder management, helping Global Bankers deliver a seamless and efficient onboarding experience for institutional clients.

Key Responsibilities:

• Coordinate and manage the end-to-end onboarding process for new and existing clients across GIB sectors including Banks, Wealth & Asset Management, Insurance, Public Sector and Financial Sponsors.

• Work closely with Global Bankers to initiate and manage client onboarding requests, ensuring a smooth and efficient onboarding experience.

• Act as the primary point of contact between Global Bankers, clients, and internal onboarding teams (COD).

• Liaise directly with clients to collect, validate and follow up on required documentation and information necessary for onboarding activities.

• Coordinate and process client economic and ownership structures, ensuring that group hierarchies, parent/subsidiary relationships and related entities are accurately represented within business and risk management systems.

• Support Global Bankers throughout the onboarding lifecycle by providing visibility on onboarding status, pending items and key milestones.

• Coordinate with Compliance, Legal, Operations and KYC teams to facilitate resolution of onboarding-related queries and outstanding items.

• Monitor onboarding pipelines, proactively identify bottlenecks and escalate issues where necessary to ensure onboarding timelines are met.

• Ensure onboarding requests are accurately submitted and processed in accordance with internal procedures and regulatory requirements.

• Maintain high standards of client service and contribute to delivering a seamless onboarding experience for institutional clients.

• Support process improvement initiatives aimed at enhancing efficiency and reducing onboarding turnaround times.

Knowledge & Skills:

• Previous experience in client onboarding, client lifecycle management, KYC coordination, account opening or related roles within Corporate & Investment Banking or Financial Institutions.

• Experience working closely with bankers and institutional clients in a fast-paced environment.

• Strong understanding of onboarding workflows and coordination across Banking, Compliance, Operations and KYC teams.

• Knowledge of Client Lifecycle Management processes within Financial Institutions across the Corporate & Investment Banking environment is considered a plus.

• Ability to manage multiple onboarding cases simultaneously while maintaining strong attention to detail.

• Understanding of onboarding regulatory requirements (KYC, AML, sanctions, MiFID, EMIR, etc.) is beneficial, although deep technical compliance expertise is not required.

• Strong organizational, coordination and stakeholder management skills.

• Familiarity with institutional client types and investment banking environments is considered a plus.

• Proficiency in Microsoft Office applications and onboarding/workflow management systems.

• Fluent English required; Spanish is considered a plus.

Other Skills:

• Excellent interpersonal and communication skills with the ability to interact confidently with Global Bankers, clients and senior stakeholders.

• Strong client-service orientation and ability to build trusted relationships with both internal and external stakeholders.

• Proactive and solutions-oriented mindset with strong ownership and accountability.

• Strong follow-up skills and ability to drive processes to completion.

• Ability to work under pressure and manage competing priorities effectively.

• Collaborative team player with strong coordination capabilities across multiple teams and geographies.

• High level of professionalism, responsiveness and attention to detail.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

With respect to this position in our New York Office, the expected base salary ranges from $102,000 to $125,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

Pay Transparency Policy Statement

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).

Individuals with Disabilities

BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: [email protected] or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.

*The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.

EEO Statement

BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities.

View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.