Jobs · OTHR · Pennsylvania

Senior Vice President, Fund Governance and Oversight

BNY · Pittsburgh, PA · 1 wk ago
OTHRFull-time

About the role

BNY Investments are seeking a future team member for the role of Fund Governance and Oversight at SVP level, who will lead governance and fiduciary oversight activities performed in connection with BNY’s role as Directed Trustee of Collective Investment Trust and Fund(s). The role will be accountable for maintaining effective oversight frameworks, coordinating with internal and external stakeholders, and ensuring fund operations remain aligned with governing documents, client requirements, and applicable regulatory standards. This role is based in our Pittsburgh, PA office.

Responsibilities

  • Oversee fund governing documents, annual reviews, amendments, new fund launches, and changes to fund structures or eligibility requirements.
  • Direct post-trade compliance, account reviews, NAV oversight, exception escalation, and remediation of valuation or operational issues.
  • Monitor admissions, withdrawals, corporate actions, dividend investment activity, and compliance with fund-specific restrictions.
  • Lead fund liquidation and wind-down activities, including coordination of liabilities, expenses, asset distributions, and required approvals.
  • Oversee custodians, investment managers, administrators, and other service providers, ensuring appropriate delegation, controls, documentation, and escalation.
  • Partner with Legal, Compliance, Risk, Operations, Product, Distribution, and client stakeholders to maintain regulatory readiness and effective governance.

Requirements

  • Senior leadership experience in collective investment trusts, fiduciary governance, asset servicing, fund operations, compliance, or a related financial services function.
  • Strong knowledge of OCC Regulation 9 and related fiduciary requirements, with demonstrated ability to exercise sound judgment, lead complex cross-functional matters, oversee third parties, and communicate effectively with senior management, clients, auditors, and regulators.

Benefits

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 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. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

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