Senior Specialist
About the job
- Experience with UiPath.
- Proficiency in VB.NET, C#.NET, or Python.
- Experience with application programming interfaces, SQL, and attended and unattended automations.
- Demonstrable artificial intelligence expertise.
- Research skills.
- Critical thinking skills.
- Experience managing senior stakeholders as part of projects.
- Strong written and verbal communication skills.
- Design, develop, test, deploy, and support robotic process automation solutions across Wealth Services Operations.
- Work with Business Subject Matter Experts, Operations teams, and Engineering partners to understand requirements and deliver scalable automation solutions.
- Identify, evaluate, and develop efficient, controlled, reusable automation solutions aligned with business requirements.
- Proactively identify process improvement opportunities using a data-first and automation-first approach.
- Build digital tools, UiPath automations, application programming interface-enabled solutions, and artificial intelligence-enabled automation capabilities.
- Ensure automation solutions are reliable, secure, well-documented, and suitable for production use.
- Support process assessment, solution design, development standards, and production readiness for the platform group.
- Plan, prioritize, and deliver assigned automation work items according to timelines, business priorities, quality standards, and production-readiness requirements.
- Gather, analyze, and convert business requirements into process documentation, functional requirements, acceptance criteria, and technical design inputs.
- Validate requirements with cross-functional stakeholders to identify process gaps, control risks, dependencies, exception scenarios, and process-improvement opportunities.
- Design and develop automation workflows using UiPath Studio, reusable components, UiPath Orchestrator capabilities, and structured exception handling.
- Build automation solutions across Excel, Outlook, web applications, desktop applications, SharePoint, application programming interfaces, PDFs, and internal business systems.
- Perform unit testing, support system testing and user acceptance testing, and review test results against acceptance criteria.
- Analyze testing failures to identify defects, missed requirements, process gaps, and additional exception scenarios before production implementation.
- Support production deployment, release readiness, runbooks, support documentation, and handover activities.
- Monitor production automations, troubleshoot failures using logs and exception reports, and support defect fixes, enhancements, and change requests.
- Partner with Operations teams to identify process simplification, risk reduction, efficiency improvement, and automation expansion opportunities.
- Support document understanding, intelligent extraction, artificial intelligence-assisted development, and agentic automation solutions.
- Manage senior stakeholders as part of projects.
- Experience with Power Automate, Alteryx, and Power BI.
- Knowledge of Wealth Management, Wealth Services, and transfers of ISAs and other EMEA investment wrappers.
- Wealth product knowledge.
About the company
BNY Mellon provides global financial services that help asset owners, investment managers, banks, insurers, corporations and individuals move, safekeep, and manage assets across markets. Its offerings—custody, fund and investor servicing, payments, clearing, collateral and liquidity management, asset and wealth management, credit and lending, digital assets, and analytics—are delivered through a mix of transaction, servicing, investment-management and advisory services, supported by technology. It differentiates itself through its global scale and breadth of custody and asset-servicing capabilities, established market and wealth services, and its integration of digital assets, data analytics, and AI with traditional finance. Its goal is to provide secure, efficient, and trusted asset movement and management worldwide by leveraging technology to improve operations and client service.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1784
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Simplify's Take
What believers are saying
- Q1 2026 revenue rose 13% to $5.4 billion, with pretax margin reaching 37%.
- Q2 2026 revenue reached $5.7 billion, and BNY raised full-year 2026 growth guidance.
- The Treasury selected BNY for Trump accounts, adding a new government platform by 2026.
What critics are saying
- Fee pressure from fintechs and smaller custodians can compress BNY's servicing margins by 2027.
- Headcount fell 7% year over year, signaling continuing restructuring and execution strain into 2026.
- A digital-asset custody misstep or anti-money-laundering failure would damage trust and trigger existential franchise loss.
What makes BNY unique
- BNY controls $62.6 trillion AUC, making custody and servicing its deepest moat.
- Eliza 2.0 and 218 AI solutions embed automation across BNY's 47,000-person workforce.
- June 29, 2026 Circle partnership made BNY the first institutional USDC custody and minting bridge.
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Benefits
Health Insurance
Paid Vacation
Flexible Work Hours
Remote Work Options
Unlimited Paid Time Off
Company News
Luminary, an AI-native wealth transfer and administration platform, has raised $22 million in Series A funding led by Ten Coves Capital. The round included participation from BNY and 8VC, bringing total funding to nearly $32 million since launching in 2021. The platform ingests estate documents and converts them into structured data that powers workflows for financial advisors, trust companies, law firms and accounting firms. This helps them scale guidance on tax-efficient wealth transfer strategy and trust administration. Luminary currently supports client assets totalling more than $500 billion. Customers include Caprock, IEQ Capital and Wealth Enhancement Group. The funding will be used to expand AI capabilities, integrations and administrative workflows, whilst growing the sales and business development teams.
BNY Mellon, the world's largest custody bank, oversees $62.6 trillion in client assets, primarily from pension funds, mutual funds, and other institutional investors. The bank generated $5.7 billion in revenue in the second quarter, up 13% year over year, with 70% derived from asset custody and servicing fees. Custody banks hold and service assets for large institutional customers, operating with a fee-based business model that generates reliable earnings across market cycles. BNY Mellon's fees increase as asset levels rise through appreciation or net inflows. The bank also earns revenue from investment management and interest income from sweep accounts, where idle client cash is invested in high-yielding instruments. As one of a handful of major custody banks, BNY Mellon benefits from a competitive moat and has been the best-performing bank stock over the past five years.
Bank of New York Mellon Corp acquired a new stake in The Pennant Group, Inc. (NASDAQ:PNTG – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor acquired 114,332 shares of the company’s stock, valued at approximately $4,225,000. Other hedge funds also recently made changes to their positions in the company. Caitong International […]
Bank of New York Mellon Corp acquired a new stake in shares of Liberty Media Corporation – Liberty Formula One Series A (NASDAQ:FWONA – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 46,067 shares of the company’s stock, valued at approximately $4,033,000. […]
Bank of New York Mellon Corp acquired a new position in shares of Lightwave Logic Inc. (NASDAQ:LWLG – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 461,945 shares of the company’s stock, valued at approximately $4,370,000. Other large investors have also recently […]