Director, Investor Servicing Operations

BNY; New York (NY); On-site; USD 127,000 - 281,000; Full time

Benefits offered by this job

Paid leaves

Volunteer time

Incentive packages

Job summary

BNY is seeking a Director, Client Processing Manager to lead the Transfer Agency team in New York. This role features a 4-day in-office expectation per week, with oversight of multi-team client processing activities and budgeted operations.

The role emphasizes governance, policy development, and resource planning in a fast-paced financial services environment. A strong leadership background in brokerage processing is valued.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 10–15 years of total work experience is preferred with at least 3–5 years in management.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

Responsibilities

• Manages multiple teams and oversees a core operating area in Client Processing. Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing, and problem resolution.
• 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.

Skills

Management experience

Education

Bachelor’s degree

Advanced/graduate degree

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, Client Processing Manager to join our Transfer Agency team. This role is located in New York with a 4‑day in‑office expectation per week.

Responsibilities

• Manages multiple teams and oversees a core operating area in Client Processing. Handles any/all aspects of client accounts, including solicitation, inquiries, transactional processing, and problem resolution.
• 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.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 10‑15 years of total work experience is preferred with at least 3‑5 years in management.
• Experience in brokerage processing is preferred.
• Applicable local/regional licenses or certifications as required by the business.

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. The base salary for this position is expected to be between $127,000 and $281,000 per year at the commencement of employment, determined on an individualized basis. In addition to base salary, compensation may include commission earnings, discretionary bonuses, short and long‑term incentive packages, and company‑sponsored benefit programs.

Benefits include generous paid leaves, paid volunteer time, and other flexible global resources and tools for you and your family.

Equal Employment Opportunity

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

BNY assesses market data to ensure a competitive compensation package for our employees. This position is at‑will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time.