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BNY

Safeguards and moves assets for investors

Director – Client Operations Manager

Operations & LogisticsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$130k - $281k /yr

About the Job

Requirements

  • Bachelor's degree or the equivalent combination of education and experience is required.

Responsibilities

  • 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.

Desired Qualifications

  • 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.

About the Company

BNY

Safeguards and moves assets for investors

BNY safeguards financial assets and runs investment services for institutions, investment firms and wealthy clients around the world. Its custody business keeps clients' securities safe and handles the records and transactions needed to administer investment funds. Banks and brokers use its systems to settle trades, manage collateral and send payments, while its investment and wealth businesses manage portfolios and advise clients. It earns servicing and management fees as well as interest on loans and securities funded by client deposits. BNY traces its roots to the Bank of New York, founded by Alexander Hamilton in 1784, and is headquartered in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1784

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