Specialist II, Corporate Trust Transaction Management

This role is located in New York, NY; Pittsburgh, PA; or Houston, TX.

About the role

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

• Facilitate client onboarding activities and associated responsibilities.
• Ensure transactions are established correctly and mitigate risk through thorough document review while meeting client objectives.
• Monitor and ensure compliance with applicable regulations, internal policies, and client requirements during the onboarding process.
• Identify opportunities to improve process documentation accuracy to enhance service delivery.
• Accurately enter and maintain deal information in internal systems and databases, ensuring data integrity and compliance with internal data governance standards.
• Identify, escalate, and help mitigate potential risks associated with the onboarding process.
• Coordinate moderately complex information/tasks with team members or internal and external parties while reviewing transaction terms.
• Escalate potential issues to senior team members, as appropriate.
• Ensure BNY remains compliant with applicable regulations and policies and procedures.
• Identify and apply AI-enabled tools, where appropriate, to improve the efficiency, accuracy, and timely completion of assigned tasks while maintaining compliance with applicable policies and procedures.

Requirements

• Bachelor’s degree or above, preferably in finance or a related area, or the equivalent combination of education and experience is required.
• 1-3 years of total work experience preferred.
• Experience in deal onboarding or corporate trust operations.
• Knowledge of regulatory frameworks affecting investment banking and trust operations.
• Proven ability to take initiative, work independently, and manage assigned responsibilities in a timely and effective manner.
• Demonstrated strong attention to detail and accuracy in reviewing documentation, processing transactions, and maintaining records.

About Us

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 it’s all about.

About The Team

At BNY, our culture speaks for itself. Check out the latest BNY news at BNY Newsroom and BNY LinkedIn.

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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.

• Eligibility for an annual discretionary incentive award.
• 401(k) plan participation.
• Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and eligible dependents.
• Various paid time off benefits, such as vacation and sick time, depending on the position offered.

Pay

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position 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.