Full-Time
Director – Operations Group Manager
Global Clearing Operations
BNY
Global asset management and financial advisory
Compensation Overview
$130k - $233k/yr
Lake Mary, FL, USA
In Person
On-site in Lake Mary, Florida; occasional travel as needed.
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- Bachelor's degree in a related discipline or equivalent work experience required. Applicable local/regional licenses or certifications as required by the business
- 10-12 years of total work experience with at least 1-2 years of management experience preferred
- Series 7 and Series 24 FINRA licenses preferred
- Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred
- Prior hands-on experience with AI prompting and automation projects highly preferred
- Operations experience required, with Agile experience preferred
- Ability to travel as needed
- Background in process re-engineering and experience leading large, diverse teams
- Familiarity with relevant regulations and operations standards. Strong communication and collaboration skills
- Ability to provide constructive feedback and build effective teams
- Highly proficient in data literacy and data management
- Problem-solving passion for changing status quo and driving out-of-the-box ideas
- Non-hierarchical, transparent, trusting, trustworthy
- Eagerness to ‘roll up the sleeves’ in execution and learning; pushes the team to do the same
- Responsible for day-to-day management of Operations teams within the Platform, accountable for organizing, directing, and managing Operations resources aligned to PODs and Service Delivery Groups (SGDs)
- Execute the Operations strategy for the Platform by planning and day-to-day management of the Operations teams within the SDGs
- Implement comprehensive set of Operations metrics covering client deliverables, unit costs, efficiency benchmarks, and Key Risk Indicators
- Ensure Operations meets the quality, efficiency, and productivity standards and goals set by the Operations Practice and Platform EPO, as measured by Operations metrics
- Implement and enforce the Operations policies, procedures, and best practices of the Operations Practice and ensure compliance with relevant guardrails and regulations
- Collaborate and communicate with other managers within PODs and SDGs to align on objectives and OKRs
- Identify and develop Operations talent, and ensure Operations teams actively engage in Practice learning priorities, with particular emphasis on roll out of Digital Tools
- Lead and Manage the design, implementation, and evaluation of Operations change initiatives and projects that align with the Platform’s OKRs
- Engage and consult with key stakeholders, including senior management, clients, partners to understand their expectations, requirements, and feedback on critical change initiatives
- Develop and execute effective communication strategies to inform, educate, and inspire the Operations teams about the change initiatives and their benefits
- Monitor and measure the progress, outcomes, and risks of the change initiatives on Operations process & control environment, and provide regular management updates as required
- Provide coaching and guidance to the Operations teams to facilitate the adoption and integration of change initiatives and address any issues or challenges that may arise
- Series 7 and Series 24 FINRA licenses preferred
- Prior hands-on experience with AI prompting and automation projects highly preferred
- Experience in Agile experience preferred
- Experience in DTC, Fed, or Non-US Market clearance and settlements operations preferred
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
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Simplify's Take
What believers are saying
- Personalized, tax-efficient portfolio management fits affluent clients and family offices.
- Managed account infrastructure supports flexible UMAs and multi-asset portfolio construction.
- BNY's cash, FX, and liquidity capabilities serve cross-border, multi-asset clients.
What critics are saying
- Fidelity, Schwab, and Morgan Stanley intensify pricing pressure on wealth platforms.
- Poole and Cork closures can disrupt EMEA client coverage and staff morale.
- Alternative-platform execution failures would leave private-market fees to faster competitors.
What makes BNY unique
- Integrated Active Wealth combines investing, tax, estate planning, banking, and lending.
- BNY Pershing offers unified workflows, third-party integration, and interoperability for advisors.
- Alts Bridge simplifies alternative and private-market access for wealth intermediaries.
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Benefits
Health Insurance
Paid Vacation
Flexible Work Hours
Remote Work Options
Unlimited Paid Time Off
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