BNY Wealth Newport Beach CA

Senior Specialist, Client Processing Team Lead

Full-time · Pittsburgh, PA
✓ Verified live on the employer's own system · added 68 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree or related field

Experience: 5+ years

Skills & tools

Team LeadershipManagementCoachingProcess ImprovementRoot Cause AnalysisOperationsCustomer Service
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Full job description

We’re seeking a future team member for the role of Senior Specialist, Client Processing Team Lead to join our Corporate Trust team. This role is located in Pittsburgh

  • Own the end-to-end Trade processing until settlement, including task allocation, controls, quality, and risk management
  • Act as the primary point of contact for process queries, client escalations, and senior stakeholder communication
  • Build strong, trusted client relationships and ensure consistent, accurate service delivery
  • Ensure full compliance with BNY policies and all regulatory daily, weekly, monthly, and annual requirements, including timely escalation of control breaches
  • Lead and manage the team, including workload planning, performance management, coaching, training, and all related people processes
  • Monitor team process knowledge and quality, providing regular feedback and driving continuous improvement
  • Identify process risks and errors, ensure root cause analysis, and implement sustainable corrective actions
  • Drive the Digital and AI agenda by identifying automation opportunities and embedding digital solutions to deliver higher STP, increased efficiency, and reduced operational risk
  • Lead and coordinate business and change initiatives impacting day to-day operations
  • Bachelor’s degree in Business, Finance, or related field required.
  • Advanced degree or professional certifications in finance or business administration preferred.
  • Typically 5-6 years of experience in corporate trust or related field within financial services.
  • Good experience of Trade processing, reconciliation, client service and people management required.
  • Strong leadership and collaboration skills across diverse teams, with excellent interpersonal skills for client interactions.
  • Experience in holding teams responsible to department KRI’s and undertaking annual performance reviews with teams.
  • Demonstrable interest in continuous learning and delivery of process improvements, including the use of digital tools and AI.

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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.