Senior Specialist, Investor Services Operations
About The Position
BNY is seeking a Senior Specialist, Investor Services Operations 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 clients of moderate complexity through transfer agency operations and contributes to client onboarding, operational performance, risk management, and process improvement. The specialist oversees daily transfer agency processes, analyzes operational data and metrics, coordinates projects across business and technology teams, and participates in client engagements involving new products, services, and significant business changes. The role also provides guidance to less experienced team members and supports team objectives. BNY offers competitive compensation, benefits, and wellbeing programs, flexible global resources and tools, and generous paid leaves, including paid volunteer time.
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 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 and improve service delivery and performance.
- Provide oversight of 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 related to 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 and benefits.
- Wellbeing programs.
- Flexible global resources and tools.
- Generous paid leaves, including paid volunteer time.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
