Senior Vice President, Client Reporting/Performance Manager

Senior Vice President, Client Reporting/Performance Manager 
 

We’re seeking a future team member for the role of Senior Vice President, Client Reporting/Performance Manager to join our Managed Accounts Solutions  team. This role is located in Berwyn, PA or New York.

In this role, you’ll make an impact in the following ways: 

• Expertise on execution of complex client reporting and performance analysis by utilizing in-depth knowledge of client operations processes and industry standards. 

• Collaborate with cross-functional teams to enhance reporting methodologies and ensure alignment with client needs and organizational goals. 

• Develop and implement strategies to improve the accuracy and efficiency of reporting processes, demonstrating expertise in the field 

• Acts as high level consultant/ advisor to clients regarding client performance reporting, portfolio management and inquiries. 

• Engages with clients to collect feedback used to improve client experience. Reviews reports created on client portfolio performance and provided feedback on online tools and reporting platforms.

• Serves as a consultant and advisor in conducting high-level, highly visible and sensitive reporting on risk management, compositing, and portfolio performance.

• Fosters and maintains high level relationships with clients in order to provide feedback on portfolio performance and gather commentary on improving systems. 

• Owns planning and implementation of improvements to systems used by associates to collect and report on client performance as well as systems utilized by clients.

• Provides guidance to less experienced associates on how to identify and address client needs. Implement improvement processes for all commercial aspects on Client Reporting.

To be successful in this role, we’re seeking the following: 

• Bachelor’s degree or the equivalent combination of education and experience is required.

• 7-10 years of total work experience preferred. 

• Industry certification CIPM preferred.

• Experience in researching data issues using database queries and tools.

• Experience in Performance, reporting, GIPS, Attribution is Preferred.

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here’s a few of our recent awards:

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. 

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.