Senior Specialist, Client Operations

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

Job Description

We’re seeking a future team member for the role of

Pittsburgh, PA.

• Own the 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 BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
• Lead and manage the team, including workload planning, performance management, coaching, training, and all 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

We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our team. This role is located in Pittsburgh, PA.

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

• Own the 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 BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
• Lead and manage the team, including workload planning, performance management, coaching, training, and all 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

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

• Bachelor’s degree in Business, Finance, or related field required.
  • Advanced degree or professional certifications in finance or business administration preferred.
• 5-7 years of experience in corporate trust or related field within financial services.
  • Experience in an operational area and/or client services preferred.
• Strong leadership and collaboration skills across diverse teams, with excellent interpersonal skills for client interactions.
• Experience in holding teams responsible to department KRI’s and undertaking annual performance reviews with teams.
• Demonstrable interest in continuous learning and delivery of process improvements, including the use of digital tools and AI.

About Us

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

About The Team

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

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. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an at will position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.