Senior Director, Global Head of Transfer Agency Transaction Processing, Head of Transformation, Head of Investor Solutions

BNY

Senior Director leading Transfer Agency transaction processing and transformation initiatives for US and India at BNY. Delivering operational excellence and strategic oversight across global activities.

Posted 7/14/2026full-timePune • 🇮🇳 IndiaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading transformation initiatives and operational excellence within financial services, focusing on transaction processing, risk management, and client service delivery. Proven ability to develop strategic roadmaps and build high-performing teams across global operations.

Highest-signal resume keywords

Senior Leadership ExperienceTransaction Processing OperationsProcess ImprovementChange ManagementClient Service Delivery

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Applicant Tracking System Keywords

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Hard Skills

Operational ExcellenceRisk ManagementAutomationDigital Process OptimizationProcess RedesignStrategic ExecutionService DeliveryQuality ControlFinancial TransactionsAccount Maintenance

Soft Skills

Executive PresenceCommunication SkillsInfluencing SkillsTeam ManagementRelationship Building

Industry Keywords

Financial ServicesGlobal OperationsTransformation InitiativesMulti-Location TeamsStakeholder Management

About the role

Key responsibilities & impact

Provide enterprise-level leadership, strategic direction, and operational oversight across global transaction processing activities, transformation initiatives for the US business, and investor solutions operations in India.
Operate across geographies, influence senior stakeholders, drive change at scale, and deliver measurable improvements in efficiency, control, client experience, and organizational performance.
Lead the end-to-end service delivery and strategic execution of Transfer Agency transaction processing operations, including account maintenance, financial and transfer transactions, rollover processing, correspondence, quality control, and related support functions.
Accountable for operational excellence, risk and control management, client service, and transformation initiatives including automation and digital process optimization.
Drive scale, quality, and control across a high-volume operation, ensuring strong client outcomes and disciplined service delivery.
Own and lead transformation initiatives for the US business, with a focus on operational efficiency, process redesign, automation, digitization, and scalable delivery models.
Develop and execute strategic transformation roadmaps that align with business priorities and long-term organizational objectives.
Lead the India Investor Solutions organization, ensuring strong service delivery, operational resilience, and effective team management.
Inspire, develop, and retain a diverse team of leaders and professionals across multiple functions and geographies.
Build trusted relationships with senior internal stakeholders, clients, and cross-functional partners.
Represent the business in strategic forums and engage effectively with global leadership.

Requirements

What you’ll need

Significant senior leadership experience in transaction processing, operations and transformation within financial services environment.
Proven ability to lead large, complex, multi-location teams in a global matrixed organization.
Deep understanding of financial services operations, risk management, controls, and client service delivery.
Experience collaborating across regions, including the US and India, with the ability to navigate different stakeholder expectations and operating models.
Strong executive presence, communication skills, and ability to influence at senior levels.
A strategic mindset combined with the ability to drive execution and follow-through.
Demonstrated capability to build high-performing teams and lead through change.
Strong knowledge of process improvement, operating model design, automation, and change management.
Ability to balance strategic priorities with tactical execution.

Benefits

Comp & perks

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
We provide access to flexible global resources and tools for your life’s journey.
Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.