Full-Time
Vice President
Investor Services Operations
BNY
Global asset management and financial advisory
Compensation Overview
$69k - $185k/yr
Boston, MA, USA
Hybrid
Hybrid role; 4 days on-site in Boston, MA.
Bachelor's
 Customer Experience & Support (1) |
|---|
Get referred to BNY
See people who can refer or advise you
- Bachelor’s degree or equivalent relevant experience
- Experience in client operations, fund services, transfer agency, or a related financial services environment
- Demonstrated experience managing client relationships and supporting complex service delivery models
- Experience leading or supporting operational change initiatives
- Strong understanding of client servicing, operational processes, and service delivery controls
- Experience using performance metrics, KPI reporting, and data-driven insights to support decision-making
- Strong client relationship management skills
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Effective issue and escalation management capability
- Ability to collaborate across functions and influence stakeholders
- Strong organizational and prioritization skills
- Proactive and client-focused approach
- Experience interacting with senior client stakeholders
- Knowledge of Transfer Agency operations and oversight
- Experience with benchmarking, service reviews, and continuous improvement initiatives
- Ability to identify opportunities for standardization, automation, and service enhancement
- Own the end-to-end service relationship for premier clients across all operational deliverables and service interactions.
- Serve as the primary operational contact for client inquiries, issue management, and service-related matters.
- Build and maintain strong relationships with senior client stakeholders, including leaders responsible for Transfer Agency oversight.
- Lead and coordinate the operational delivery of client change initiatives, ensuring effective execution and minimal disruption.
- Identify service issues, emerging risks, and opportunities for process improvement, and drive actions to resolution.
- Participate in and lead regular client service review meetings to discuss performance, priorities, and improvement opportunities.
- Deliver peer benchmarking insights and operational data to support client discussions and identify service enhancements.
- Promote greater efficiency and scalability by reducing manual processes and supporting alignment to standard operating models.
- Manage client escalations through investigation, root cause analysis, action planning, and follow-through
- Experience interacting with senior client stakeholders
- Knowledge of Transfer Agency operations and oversight
- Experience with benchmarking, service reviews, and continuous improvement initiatives
- Ability to identify opportunities for standardization, automation, and service enhancement
BNY Wealth provides asset management services to individuals, corporations, and institutions around the world, helping clients manage and optimize their financial lifecycles. It earns revenue from asset management fees, financial advisory services, and transaction-based income. The firm covers a broad range of asset classes and uses an approach that considers global and domestic economic factors such as inflation and growth to identify investment opportunities. The company combines portfolio management, advisory support, and transaction services through a large, multinational workforce, emphasizing long-term client relationships and community impact. Its differentiators include its global reach, scale, diversified revenue streams, and a stated commitment to inclusion, sustainability, and innovation. The goal is to help clients grow and protect wealth over time by finding suitable opportunities across markets while focusing on responsible, client-centered service.
Company Size
N/A
Company Stage
Post IPO Equity
Headquarters
New York City, New York
Founded
1784
Get referred to BNY
See people who can refer or advise you
Simplify's Take
What believers are saying
- BNY lifted 2026 revenue guidance after record Q2 2026 results.
- Ripple chose BNY as custodian for RLUSD reserves, validating institutional trust.
- Galaxy partnership adds staking to BNY custody, deepening wallet-stickiness and fee capture.
What critics are saying
- BNY will close Cork through 2027, with about 200 jobs at risk.
- BNY’s Liverpool and Poole shutdowns signal continuing branch consolidation and talent loss.
- Digital-asset custody faces regulatory gating; a stalled staking launch delays revenue expansion.
What makes BNY unique
- BNY oversees $62.6 trillion AUC/A and $2.2 trillion AUM on June 30, 2026.
- BNY remains the first U.S. G-SIB offering digital asset custody in Abu Dhabi.
- BNY’s buy-side trading platform reached 100 global markets across major asset classes.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Paid Vacation
Flexible Work Hours
Remote Work Options
Unlimited Paid Time Off
Company News
Bank of New York to close Poole office, affecting 200 jobs.
The American financial services firm BNY Mellon, which employs over 1,000 people in Ireland, is to close its office in Cork.
/PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, today announced that it priced an underwritten...
AllianceBernstein has appointed Pawan Panjwani as chief executive officer and country head of India, effective immediately.
Ripple has partnered with BNY Mellon, a global financial institution managing over $2 trillion in assets, to serve as the primary custodian for RLUSD reserves.