Senior Specialist, Investor Services Operations

BNY Mellon • Lake Mary, FL

10d • $59,000 - $92,000 • Hybrid

About The Position

BNY is seeking a Senior Specialist to join its Investor Services Operations team in Lake Mary, Florida, with an expectation of working in the office four days per week. The role supports transfer agency operations for clients of moderate complexity, with responsibility for client onboarding and internal conversions, operational oversight, metrics, risk controls, and process improvement. The Senior Specialist also partners with technology and business teams on requirements and testing, participates in client engagements, and supports less experienced colleagues.

Requirements

• Bachelor's degree or an equivalent combination of education and experience.
• Strong analytical and problem-solving skills, including the ability to evaluate data, identify trends, and develop actionable recommendations.
• Ability to manage multiple priorities and collaborate effectively across operations, technology, and business teams.
• Strong communication, organizational, and stakeholder management skills.
• Applicable local or regional licenses and certifications as required by the business.

Nice To Haves

• Typically 3–5 years of experience in transfer agency operations, investor services, asset servicing, fund administration, or a related financial services environment.
• Experience supporting client onboarding, account conversions, operational risk management, or process improvement initiatives.
• Experience participating in projects, system enhancements, user acceptance testing, or business transformation initiatives.

Responsibilities

• Conduct, analyze, and report on transfer agency operations activities supporting clients of moderate complexity.
• Lead client onboarding and internal conversion initiatives, coordinating across teams to support successful implementation and service delivery.
• Produce and evaluate operational metrics to identify trends, improve service delivery, and enhance operational performance.
• Oversee daily transfer agency processes and support management in resolving escalated operational issues.
• Review operational procedures and controls and recommend improvements to efficiency, productivity, and risk management.
• Apply controls and monitoring activities to identify and mitigate potential operational risks.
• Lead projects and business initiatives focused on onboarding, operational improvement, and process optimization.
• Partner with technology and business teams as a subject matter expert to develop business requirements and support testing.
• Analyze business and operational data to identify trends, strengthen client relationships, and support business growth opportunities.
• Participate in client engagements related to new products, services, and significant business changes.
• Guide and support less experienced team members while contributing to team objectives.

Benefits

• Competitive compensation.
• Benefits and wellbeing programs.
• Flexible global resources and tools.
• Paid leaves, including paid volunteer time.
• Potential eligibility for an annual discretionary incentive award.
• Eligible employees may enroll in a 401(k) plan.
• Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans.
• Eligible employees may receive paid time off benefits, such as vacation and sick time.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior