Wealth Operations Executive: Scale & Transformation

BNY Mellon; New York (NY); On-site; USD 220,000 - 300,000; Full time

Job summary

BNY Mellon seeks a Senior Director, Wealth Operations to lead the core operating model for Wealth Management, partnering with the Head of Client Service. Responsible for setting strategic direction and execution across brokerage, advisory, trust and fiduciary, planning, and private banking operations to build a scalable regional back-office framework.

The role emphasizes technology-enabled transformation, governance, and strong regulatory discipline to deliver a streamlined client lifecycle from

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• Significant senior leadership experience in wealth management or related financial services.
• Deep expertise across core wealth operations (account opening, asset movement, reconciliation, billing, controls).
• Experience leading multi-channel wealth operations (brokerage, advisory, trust/fiduciary, planning, private banking).
• Proven track record building regionalized middle- and back-office models.
• Strong governance and risk management in a regulated wealth environment.
• FINRA licenses and regulatory knowledge as applicable.

Responsibilities

• Serve as senior operations leader to Head of Client Service across Wealth Management.
• Lead core operations across brokerage, advisory, trust/fiduciary, planning, and private banking areas.
• Design regionalized middle- and back-office structure to support growth and risk discipline.
• Oversee end-to-end processes: account opening, asset/money movement, reconciliation, billing, servicing.
• Operationalize and advance the operating model via technology enablement and platform integration.

Skills

Leadership

Strategic thinking

Stakeholder management

Change management

Communication

Executive presence

Education

Bachelor's degree in Business, Finance, Operations, or related field

Job description

BNY Mellon seeks a Senior Director, Wealth Operations to lead the core operating model for Wealth Management, partnering with the Head of Client Service. Responsible for setting strategic direction and execution across brokerage, advisory, trust and fiduciary, planning, and private banking operations to build a scalable regional back-office framework.

The role emphasizes technology-enabled transformation, governance, and strong regulatory discipline to deliver a streamlined client lifecycle from