Senior Specialist, Asset Transfers

BNY; Manchester; On-site; GBP 50,000 - 70,000; Full time

Job summary

BNY is seeking a Senior Specialist, Asset Transfers in Manchester to join the Wealth Services Operations Transfers Team. You will analyse reconciliation trends, oversee KRIs and client reporting, and work with Product, Engineering and Digital Intelligence to implement platform changes.

The role requires strong data analysis, experience with reconciliation platforms, and wealth product knowledge. This is a on-site role in Manchester with exposure to AI-enabled solutions and regulatory oversight.

Qualifications

• Experience with reconciliation, data analysis, and regulatory awareness
• Familiarity with wealth management products and transfers
• Ability to engage stakeholders and communicate clearly

Responsibilities

• Analyse reconciliation break trends to identify opportunities and enhance processes
• Oversee adherence to Reconciliation KRI and client reporting requirements
• Ensure awareness of regulatory obligations and oversee entity-level compliance
• Collaborate with Training Liaison to strengthen operational learning and development
• Drive improvements across Operations through process assessment and AI-enabled solutions
• Collaborate with Product, Engineering, and Digital Intelligence to implement Platform changes

Skills

Excel pivots & lookups

Digital tooling & AI

Reconciliation platforms (TLM/Intellim

Wealth product knowledge

Analytical thinking

Communication skills

Tools

TLM

Intellimatch

Autorek

Job description

Job Description

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.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Senior Specialist, Asset Transfers to join our Wealth Services Operations Transfers Team. This role is located in Manchester.

BNY’s Wealth Services platform is a dynamic ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third-party integrations to streamline operations and empower advisors to deliver personalized, world-class wealth experiences at unprecedented scale.

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

• Analyse reconciliation break trends to identify learning opportunities and support process enhancement
• Serve as a management deputy in overseeing adherence to Reconciliation Key Risk Indicators and client-specific reporting requirements
• Maintain awareness of regulatory obligations and provide oversight of compliance with entity-level requirements
• Build an effective partnership with the Training Liaison to strengthen operational learning and development
• Drive meaningful improvement across Operations through ongoing process assessment, identification of enhancement opportunities, systemic change, and development of digital or AI-enabled solutions
• Operate as a senior business analyst, partnering with Product, Engineering, and Digital Intelligence to deliver change within the Platform Operating Model

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

• Excel skills such as pivots, lookups and data analysis of multiple/large data sets
• Awareness of digital tooling and AI capabilities
• Experience with reconciliation platforms (e.g. TLM, Intellimatch, Autorek, or equivalent)
• Wealth Product knowledge: Wealth Management, Wealth Services and Transfers of ISAs and other EMEA investment wrappers
• Strong critical thinking, with the ability to assess information, identify issues, and apply sound judgement
• Strong written and verbal communication, with the ability to convey information clearly and engage effectively with stakeholders

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.