Violeta Furculita

Violeta Furculita

Senior Director, Product Lead Bny Wealth Services @BNY

New York, NY, US
EMAILS
v••••••••@bnymellon.com
MOBILE NUMBERS
+16•••••••34

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WORK HISTORY

Jan 2025 — Present

Senior Director, Product Lead Bny Wealth Services @BNY

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NY, US

Product lead in Wealth Services across Pershing US/EMEA/X; accountable for a $40M portfolio, 30 product pods (300–360 cross-functional FTEs), 30 PMs (10 direct; 2 director-level leaders), serving 1,200 firms,~8.4M investor accounts,~$2.8T client assets, and >100K advisors.Scaled margin franchise: support >$20B daily balances; loans +100% YoY; real-time intraday margin and calculator cutting computations from hours to seconds.Alternatives transformation: automating capital events from ~50% manual to ~70%; partnering with leading platforms to deliver lifecycle transparency.Mutual funds scale: automated 80% of billing; process >2M orders/day; service ~$800B MF AUC across 850K+ CUSIPs, 100% automated div re in P&I ledgers, automated original investments.Trust custody growth: service >$60B AUC with ~20% annual growth; unified experience to manage trust and brokerage events on one platform.Global comms: generate >110M configurable statements and ~17M letters/year via digital/print delivery.Compliance: embedded AML and post-trade monitoring and reporting.Liquidity reserves: delivered daily reserve computation, consolidating 50+ reports into a real-time insights experience; avoided hiring >20 FTEs; met a 1.5-year enforcement window in $1B AUC via critical platform enhancements.

EDUCATION

N/A

NYU Stern School of Business

Master of Business Administration - MBA, Finance, Strategy

SKILLS

Customer ServiceFixed IncomeSeries 63RetirementStrategic Financial PlanningAccount ManagementWealth ManagementInvestment AdvisoryCustomer RelationsSeries 65Investment ManagementFixed AnnuitiesIrasMicrosoft OfficeDirect SalesInvestment StrategiesAlternative InvestmentsSeries 7Microsoft ExcelEtfsPowerpointAsset AllocationMutual FundsCreditPortfolio ManagementLoansUniform Combined State LawCorporate CommunicationsInvestmentsAsset ManagementExcelSalesforce.comRetirement PlanningProduct DevelopmentFinancial ReportingInsuranceCredit AnalysisFinancial ServicesLife InsuranceFinance

ABOUT VIOLETA FURCULITA

I build trustworthy, AI-led platforms that compound client value and resilience. At BNY…

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