Senior Specialist, Client Porcessing

BNY; Florida; On-site; USD 180,000 - 260,000; Full time

Job summary

BNY in Lake Mary is seeking a Vice President, Trade Capture to lead ETF trade capture, orders, baskets and lifecycle events. You will drive risk controls, governance and global data practices while delivering scalable, AI-enabled improvements.

This role requires 7+ years in financial services operations, deep domain expertise, and the ability to lead regions and influence worldwide. You’ll partner with Product, Technology, and AI teams to deliver measurable business impact and a culture of

Qualifications

• 7+ years in Financial Services Operations
• Deep expertise in Instruction Capture or Trade Capture
• Experience with ETF trade lifecycle
• Proven automation and AI delivery with measurable impact

Responsibilities

• Maintain accountability for risk management, controls, audit readiness, and regulatory compliance.
• Drive process standardization, simplification, operational resilience, and continuous improvement.
• Lead incident management, root cause analysis, and sustainable remediation solutions.
• Execute an automation and AI roadmap for Instruction Capture activities.
• Reduce manual dependency while improving throughput, quality, and scalability.
• Partner with Product, Technology, and AI teams to implement enterprise-ready solutions.
• Deliver measurable business outcomes, including reduced errors, faster turnaround times, and capacity release.
• Serve as a Trade Capture SME, focusing on ETF processing and lifecycle events.
• Promote consistency across processes, data practices globally.
• Influence adoption of AI-enabled process improvements across regions and teams.
• Lead a large regional team and build leadership depth.
• Develop future-ready capabilities across AI, digital fluency, and data-driven decision-making.
• Foster a culture of ownership, accountability, and continuous improvement.

Skills

Trade Capture

Automation

AI initiatives

Regulatory knowledge

Job description

Job Description

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

Job Description

We’re seeking a future team member for the role of Vice President, Trade Capture to join our team. This role is located in Lake Mary.

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

• Maintain accountability for risk management, controls, audit readiness, and regulatory compliance.
• Drive process standardization, simplification, operational resilience, and continuous improvement.
• Lead incident management, root cause analysis, and implementation of sustainable remediation solutions.
• Execute a clear automation and AI roadmap for Instruction Capture activities.
• Reduce manual dependency while improving throughput, quality, and scalability.
• Partner with Product, Technology, and AI teams to implement sustainable, enterprise-ready solutions.
• Deliver measurable business outcomes, including reduced errors, faster turnaround times, and capacity release.
• Serve as a Trade Capture subject matter expert, with a focus on ETF processing, including orders, baskets, and lifecycle events.
• Promote consistency across processes, controls, and data practices globally.
• Influence adoption of AI-enabled process improvements across regions and teams.
• Lead a large regional team and build strong leadership depth across the organization.
• Develop future‑ready capabilities across AI, digital fluency, and data‑driven decision‑making.
• Foster a culture of ownership, accountability, and continuous improvement.

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

• 7+ years of experience in Financial Services Operations.
• Deep expertise in Instruction Capture, Trade Capture, or related operational domains.
• Strong experience across:
• Trade Capture / Instruction Capture in Equities, Fixed Income, and Derivatives.
• Front-to-back trade lifecycle processes, from execution through capture, enrichment, and downstream processing.
• ETF trade lifecycle, including orders, baskets, NAV impact, and processing flows.
• Demonstrated success in:
• Delivering automation and AI initiatives with measurable business impact.
• Strong understanding of operational risk, controls, and regulatory frameworks.
• Ability to lead regionally while influencing stakeholders globally.

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.