Director, Client Operations Manager

BNY Mellon; New York, Northern (NY, KY); Hybrid; USD 180,000 - 250,000; Full time

Job summary

BNY is seeking a Director to join our Investor Services Team in New York, NY (4 days in office). You will lead multiple teams within Transfer Agency, oversee investor servicing activities, and drive continuous improvement and strategic budgeting.

We value extensive experience in fund administration, leadership capabilities, and a strong track record of delivering high-quality client service while adopting AI and digital tools to enhance operations and outcomes.

Qualifications

• Bachelor's degree or the equivalent combination of education and experience is required; MBA preferred.
• 15+ years of total work experience in Fund Administration (Transfer Agency/Investor Services preferably) with 5-10 years in management/leadership roles.
• Experience with Alternative fund types, operating models and servicing requirements.
• Experience managing large scale change and continuous process improvement.
• Understanding of AI and digital tools impacting the industry; upskilling in this area.

Responsibilities

• Leads multiple teams and oversees Transfer Agency and investor servicing tasks including account opening, processing, payments, cash recon, and reporting.
• Senior escalation point for clients and internal stakeholders.
• Responsible for resource allocation and ensuring projects meet schedule and budget.
• Develops policies and processes to meet service standards and exceed quality targets.
• Sets departmental budgets and conducts long-term strategic planning for Client Services/Support and revenue growth.

Education

Bachelor's degree or the equivalent combination of education and experience

MBA (preferred)

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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Director, to join our Investor Services Team. This position is located in New York, NY ( 4 days in office expectation).

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

• Leadsmultiple teams and oversees a core operating area inTransfer Agency. Leads teams who handle any/all aspects of investor servicing - account opening, transaction processing, payments and cash recon, reporting.
• Senior escalation point for clients and internal stakeholders.
• Responsible for resource allocation and for ensuring projects are on schedule and to budget.
• Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards.
• Sets departmental budgets and conducts resource planning long term or strategic planning for the Client Services/Support function and drives future revenue growth through strategic insight on client issues.

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

• Bachelors degree or the equivalent combination of education and experience is required, with an MBA preferred.
• 15+ years of total work experience in Fund Administration (Transfer Agency/Investor Services preferably) is preferred with 5-10 years in management/leadership roles.
• Experience in the various Alternative fund types, including their operating models and different servicing requirements.
• Experience managing large scale change and continuous process improvement
• A good understanding of how AI and Digital Tools are positively impacting the industry and a track record of learning and upskilling in this area.

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.