Vice President, Instruction Capture Client Event Manager Greater Orlando, FL Area

The Company is in search of a Vice President, Instruction Capture Client Event Manager to join their Fund and Investor Solutions team. The successful candidate will be a key representative of Instruction Capture in client engagements, serving as a subject matter expert with a strong focus on fund processing, including orders, baskets, and lifecycle events. This role involves the development and maintenance of standardized offering materials and client documentation, as well as advocating for scalable, controlled, and STP-aligned workflows in client discussions and solution design. The Vice President will also be responsible for partnering with clients and internal stakeholders to support onboarding, event readiness, and operating model optimization. Applicants for this role at the company should have a minimum of 7 years' experience in financial services, with deep expertise in instruction capture, fund accounting, or related operational and client service domains. Strong experience in front-to-back trade lifecycle processes, ETF or mutual fund lifecycle, and client service in fund accounting and operations is essential. The role requires a demonstrated success in client onboarding, fund lifecycle events, and a solid understanding of operational risk, controls, and regulatory frameworks. The ideal candidate will have a proven track record of collaboration with operations, relationship management, and external clients.

Hiring Company

BNY