Director, Client Operations Manager

About the role

We are 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).

Responsibilities

• 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.

Requirements

• Bachelor's 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.

Qualifications

• Bachelor's 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.

Skills

• Strong leadership and management skills.
• Excellent communication and interpersonal skills.
• Ability to manage multiple priorities and deadlines.
• Proven ability to develop and implement policies and processes.
• Experience with alternative investment funds and servicing requirements.
• Knowledge of AI and digital tools in the financial services industry.

Benefits

• Competitive compensation package.
• Flexible global resources and tools for your life’s journey.
• Health, dental, and vision insurance.
• Basic life insurance.
• Paid volunteer time.
• Generous paid leaves.
• 401(k) plan.

Pay

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.

Schedule

This position is located in New York, NY (4 days in office expectation).