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BNY

Director, Client Operations Manager

Posted 16 Days Ago
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In-Office
New York, NY, USA
Expert/Leader
In-Office
New York, NY, USA
Expert/Leader
Lead and oversee client service operations within Investor Services, managing multiple teams and managers. Set strategic priorities to improve client experience, resolve complex senior client issues, drive long-term planning and revenue growth, and own talent management and area performance.
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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 #LifeAtBNY is all about. Join us and be part of something extraordinary.


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).


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

  • 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.

To be successful in this role, we’re seeking the following:

  • 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 Newsroom

BNY LinkedIn

Here’s a few of our recent awards:

America’s Most Innovative Companies, Fortune, 2025

World’s Most Admired Companies, Fortune 2025

“Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.


About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

 Here’s a few of our recent awards:

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

    Our Benefits and Rewards:

    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.

    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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