Director, Client Operations Manager

BNY; New York (NY); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

401(k) plan

Medical, dental, vision insurance

Paid time off

Job summary

BNY is seeking a Director to join their Investor Services Team in New York, NY. This role involves leading teams in Transfer Agency operations and ensuring high standards in investor servicing.

The ideal candidate will have 15+ years of experience in Fund Administration, with significant experience in management. BNY offers competitive compensation and a comprehensive benefits package rooted in a culture of excellence.

Qualifications

• 15+ years of work experience in Fund Administration.
• 5-10 years in management/leadership roles.
• Experience managing large-scale change.

Responsibilities

• Leads multiple teams in Transfer Agency operations.
• Serves as senior escalation point for clients.
• Responsible for resource allocation and project management.

Skills

Leadership

Fund Administration

Change Management

AI Understanding

Education

Bachelor’s degree or equivalent

MBA preferred

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.

We’re seeking a future team member for the role of Director to join our Investor Services Team located in New York, NY with a 4‑day in‑office expectation.

Responsibilities

• Leads multiple teams and oversees a core operating area in Transfer Agency. Leads teams that handle all aspects of investor servicing — account opening, transaction processing, payments, cash reconciliation, and reporting.
• Serves as senior escalation point for clients and internal stakeholders.
• Responsible for resource allocation and ensuring projects are on schedule and within budget.
• Develops policies and processes to meet product/service standards and exceed quality standards.
• Sets departmental budgets, conducts long‑term resource planning, and drives future revenue growth through strategic insight on client issues.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience; MBA preferred.
• 15+ years of total work experience in Fund Administration (Transfer Agency/Investor Services preferred) with 5‑10 years in management/leadership roles.
• Experience across various alternative fund types, including their operating models and servicing requirements.
• Experience managing large‑scale change and continuous process improvement.
• Good understanding of how AI and digital tools impact the industry and a track record of learning and upskilling in this area.

Compensation & Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. Compensation includes a base salary that varies based on market location, job‑related knowledge, skills, and experience, and may be eligible for an annual discretionary incentive award. Eligible employees may enroll in a 401(k) plan and participate in company‑sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents. Additional benefits include paid time off (vacation, sick leave) and paid volunteer time.

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.

If hired, the employee will be in an “at‑will” position and the Company reserves the right to modify base salary or any other discretionary payments at any time.

Equal Employment Opportunity

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