Senior Director, Wealth Operations & Transformation

BNY; New York (NY); On-site; USD 250,000 - 390,000; Full time

Benefits offered by this job

401(k) plan

Paid time off

Wellbeing programs

Job summary

BNY is seeking a Senior Director, Wealth Operations to lead a regionalized middle- and back-office for Wealth Management, spanning brokerage, advisory, trust and fiduciary, planning and private banking operations. You will shape the operating model, drive scalability, and align processes with client expectations while partnering with technology, risk, and business leaders.

This role emphasizes strategic execution, transformation, and risk discipline, with responsibility for end-to-end client

Qualifications

• Bachelor’s degree in Business, Finance, Operations, or related field.
• Significant senior leadership experience in wealth management or private banking.
• Deep expertise in account opening, asset movement, reconciliation, and billing.
• Experience leading regionalized back- and middle-office models.
• FINRA licenses required (Series 7, 66, 24) and regulatory knowledge.

Responsibilities

• Lead senior operations across Wealth Management processes.
• Design regionalized back-office structure for growth and risk discipline.
• Oversee end-to-end account opening, asset movement, reconciliation, and billing.
• Establish performance metrics, governance, and operating standards.
• Partner with technology, risk, and business leaders on transformation.

Skills

Leadership

Wealth operations

Regulatory knowledge

Strategic thinking

Cross-functional collaboration

Education

Bachelor’s degree in Business/Finance/Operations

Job description

BNY is seeking a Senior Director, Wealth Operations to lead a regionalized middle- and back-office for Wealth Management, spanning brokerage, advisory, trust and fiduciary, planning and private banking operations. You will shape the operating model, drive scalability, and align processes with client expectations while partnering with technology, risk, and business leaders.

This role emphasizes strategic execution, transformation, and risk discipline, with responsibility for end-to-end client