
Director, Client Operations Manager
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