BNY Wealth Newport Beach CA

Director, Client Operations Manager

Full-time · New York, NY
✓ Verified live on the employer's own system · added 44 days ago
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Senior · 15+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 15+ years

Skills & tools

ManagementFinancial AnalysisCustomer ServiceMBASecurities ServicesTeam LeadershipProcess Improvement

Benefits — mentioned in this posting

Wellness & perksPaid time off
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Full job description

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).

- 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.

- 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 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.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.