Senior Client Ops Lead — Trade Processing & AI Enablement

BNY; Pittsburgh (Allegheny County); On-site; USD 90,000 - 140,000; Full time

Job summary

BNY in Pittsburgh, PA seeks a Senior Specialist, Client Operations to own end-to-end Trade processing until settlement and lead a team across controls, quality, and risk management.

The role emphasizes client service, regulatory compliance, and delivery of efficient, accurate service while driving digital and AI initiatives to reduce operational risk. Strong leadership and 5–7 years in corporate trust or related financial services are required.

Qualifications

• Bachelor’s degree in Business, Finance, or related field required.
• 5–7 years of experience in corporate trust or related financial services.
• Strong leadership and collaboration across diverse teams.
• Experience holding teams to department KPIs and conducting annual reviews.
• Interest in continuous learning and delivery of process improvements, including digital tools and AI.

Responsibilities

• Own end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management.
• Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication.
• Build strong, trusted client relationships and ensure consistent, accurate service delivery.
• Ensure full compliance with policies and all regulatory daily, weekly, monthly, and annual requirements, incl. escalation of control breaches.
• Lead and manage the team, including workload planning, performance management, coaching, training, and related people processes.
• Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement.
• Identify process risks and errors, ensure root cause analysis, and implement sustainable corrective actions.
• Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk.
• Lead and coordinate business and change initiatives impacting day-to-day operations.

Skills

Leadership

Client relations

Stakeholder management

Process improvement

AI & automation

Team coaching

Education

Bachelor’s degree in Business or Finance

Advanced degree preferred

Tools

Regulatory reporting tools

Automation platforms

Job description

BNY in Pittsburgh, PA seeks a Senior Specialist, Client Operations to own end-to-end Trade processing until settlement and lead a team across controls, quality, and risk management.

The role emphasizes client service, regulatory compliance, and delivery of efficient, accurate service while driving digital and AI initiatives to reduce operational risk. Strong leadership and 5–7 years in corporate trust or related financial services are required.