Senior Director, US Transfer Agency Product Management

Role Summary

Leads the product strategy, roadmap, and commercial direction for the US Transfer Agency business, with a focus on growth, modernization, and servicing evolving fund structures including mutual funds, ETFs, and liquid/retail alternatives.

Key Responsibilities

• Drive commercial strategy, pricing considerations, and competitive positioning for the US TA offering.
• Define and execute the product roadmap across core TA capabilities, modernization initiatives, and enhanced investor servicing.
• Absess and respond to market trends, including growth in retail alternatives, shifts in distribution channels, and increased demand for digital enablement.
• Partner with clients and distribution partners to identify needs, shape solutions, and capture revenue opportunities.
• Lead cross-functional delivery of new capabilities in collaboration with Operations, Technology, Sales, and Compliance.
• Conduct ongoing market and competitor analysis to inform investment decisions and go-to-market strategy.
• Engage with industry groups and regulators on evolving requirements and standards.
• Evaluate emerging models—including optional digital asset-related features—to inform future TA capabilities.

Qualifications

• Bachelor’s degree or equivalent experience.
• 10+ years in product management, transfer agency, fund servicing, or related areas.
• Demonstrated commercial acumen and experience driving product growth.
• Strong knowledge of US fund structures, including alternatives and interval/tender funds.
• Experience leading cross-functional initiatives and working with senior clients and partners.
• Strong problem-solving and strategic planning skills.
• Familiarity with digital enablement or modernization initiatives preferred.

Benefits and Rewards

• Highest competitive compensation, benefits, and wellbeing programs.
• Flexible global resources and tools for your life’s journey.
• Focus on your health, foster your personal resilience, and reach your financial goals.
• Generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

About BNY

• Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent.
• At BNY, our culture allows us to run our company better and enables employees’ growth and success.
• We are committed to being an equal opportunity employer and providing a workplace free from discrimination.
• For more information, visit: BNY Newsroom | BNY LinkedIn