Senior Specialist, Client Processing Team Lead

BNY; Pittsburgh (Allegheny County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k)

Medical insurance

Dental insurance

Paid vacation

Sick leave

Paid volunteer time

Job summary

BNY in Pittsburgh is seeking a Senior Specialist, Client Processing Team Lead, responsible for managing end-to-end trade processing and building trusted client relationships. You will lead a team, ensure compliance, and drive efficiency through automation and digital solutions.

The ideal candidate has a Bachelor’s degree and significant experience in corporate trust or financial services, with strong leadership and collaboration skills. BNY offers competitive compensation and comprehensive benefits including a 401(k) plan, insurance, and paid time off.

Qualifications

• 5-6 years of experience in corporate trust or related field within financial services required.
• Experience in trade processing, reconciliation, and people management.
• Demonstrable interest in delivering process improvements using digital tools and AI.

Responsibilities

• Own end-to-end trade processing until settlement and manage compliance with policies.
• Act as the primary point of contact for client queries and escalations.
• Build and maintain strong client relationships with a focus on service delivery.

Skills

Leadership skills

Client service

Trade processing

Collaboration skills

Education

Bachelor’s degree in Business, Finance, or related field

Advanced degree or professional certifications

Job description

Senior Specialist, Client Processing Team Lead – Corporate Trust

Location: Pittsburgh, PA.

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 BNY policies and all regulatory requirements, with 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, conduct 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.

Qualifications

• Bachelor’s degree in Business, Finance, or related field required.
• Advanced degree or professional certifications in finance or business administration preferred.
• Typically 5‑6 years of experience in corporate trust or related field within financial services.
• Good experience of trade processing, reconciliation, client service, and people management required.
• 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.

Benefits and Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy. Key benefits include 401(k), medical, dental, vision, basic life insurance, paid vacation, sick leave, paid volunteer time, and eligibility for an annual discretionary incentive award.

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. Base salary is only part of the total rewards package and may vary based on location and experience. Eligible employees may participate in company‑sponsored plans for retirement and insurance as outlined above.

Upon hiring, the employee will be in an “at‑will” position, and the Company reserves the right to modify base salary and other compensation components at any time.