BNY Mellon
BNY Mellon

Director, Client Operations Manager

RoleOperations
LevelDirector
LocationNew York, United States
WorkOn-site
TypeFull-time
Posted4 weeks ago
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About the role

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

We’re seeking a future team member for the role of Director, to join our Investor Services Team. This position is located in New York, NY ( 4 days in office expectation).

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

  • Leads multiple teams and oversees a core operating area in Transfer Agency. Leads teams who handle any/all aspects of investor servicing - account opening, transaction processing, payments and cash recon, reporting.
  • Senior escalation point for clients and internal stakeholders.
  • Responsible for resource allocation and for ensuring projects are on schedule and to budget.
  • Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards.
  • Sets departmental budgets and conducts resource planning long term or strategic planning for the Client Services/Support function and drives future revenue growth through strategic insight on client issues.

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

  • Bachelors degree or the equivalent combination of education and experience is required, with an MBA preferred.
  • 15+ years of total work experience in Fund Administration (Transfer Agency/Investor Services preferably) is preferred with 5-10 years in management/leadership roles.
  • Experience in the various Alternative fund types, including their operating models and different servicing requirements.
  • Experience managing large scale change and continuous process improvement
  • A good understanding of how AI and Digital Tools are positively impacting the industry and a track record of learning and upskilling in this area.

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.

Benefits and perks

Healthcare

Flexible Hours

Parental Leave

Learning Budget

401(k)

Equity

Required skills

Operations management

Process improvement

Cross-functional coordination

About BNY Mellon

New York

Headquarters