Business Development Rep

• Join a Corporate Trust Bidding Desk focused on direct revenue generation
• Assist with playbooks, KPIs, training, and quality controls
• Design outreach and bid strategies for Corporate Trust
• Monitor maturing bonds to retain client relationships
• Focus client coverage on municipal issuers and small corporations
• Own revenue target and track pipeline, win rates, pricing
• Support KYC activity and new business planning
• Collaborate with risk, legal, operations, and service teams

Vice President, Cross-Functional Client Coverage, Business Development

• Join a Corporate Trust Bidding Desk focused on direct revenue generation for basic service trustee and paying agent roles.
• Assist with the establishment of playbooks, KPIs, training and quality controls to ensure disciplined execution of bidding on new deals.
• Target and cover infrequent bond issuers; design outreach and bid strategies to position Corporate Trust competitively for episodic issuance.
• Proactively monitor maturing bonds to retain and grow client relationships within Corporate Trust as issuers roll over existing debt or seek new bonds; implement renewal, rollover, and cross-sell motions.
• Focus client coverage on municipal issuers and small corporations; tailor offerings and bid packages to segment needs and pricing dynamics.
• Own a revenue target, track pipeline, win rates, pricing and contribution margin; course-correct with action plans to meet or exceed target.
• Support Client Responsible Officer (KYC) activity, Enterprise CRM (ECRM) hygiene, and new business planning and analysis; ensure data integrity, disciplined opportunity management, and timely reporting to drive pipeline health and commercial outcomes.
• Collaborate with risk, legal, operations, and service teams to ensure compliant bids, smooth onboarding, and high-quality service delivery post-win.

Vice President, Client Coverage and Business Development

• Join a Corporate Trust Bidding Desk focused on direct revenue generation for trustee and paying agent roles
• Assist with the establishment of playbooks, KPIs, training, and quality controls for bidding on new deals
• Target infrequent bond issuers and design outreach and bid strategies
• Monitor maturing bonds to retain and grow client relationships
• Collaborate with risk, legal, operations, and service teams for compliant bids

Vice President – Cross-Functional Client Coverage, Business Development

Account Executive

• Serve as a Client Account Lead responsible for profitability of existing relationships
• Identify and lead new client acquisitions
• Facilitate senior executive engagement with clients
• Build BNY’s presence through participation in events and industry forums

Director, Client Executive

General

• Responsible for processing, monitoring, researching, and analyzing transactions and resolving complex inquiries.
• Coordinates with multiple internal stakeholders and external clients to gather and disseminate data-related information about transactions.
• Conducts research to gather information on complex transactions and straightforward data-related inquiries.
• Responsible for custodian bank reconciliations analysis, break assignment and resolution, daily portfolio valuation, account level pricing, NAV calculations, monthly accounting close processes, cash projection reports, cash management support, monthly end-client statement workflow and validation, ad hoc reporting, trade static data maintenance, trade enrichment, trade exception handling, and market claims.

Middle Office Specialist II

• Responsible for processing, monitoring, researching, and analyzing transactions
• Coordinates with multiple internal stakeholders and external clients to gather and disseminate data-related information about transactions
• Conducts research to gather information on complex transactions and straightforward data-related inquiries
• Responsible for custodian bank reconciliations analysis, daily portfolio valuation, monthly accounting close processes, and ad hoc reporting

Vice President

• Oversee the quality of outsourced functions in accordance with SLDs
• Handle client engagement and support client meetings
• Provide recovery support for offshore functions
• Support service improvement and provide training to outsourced teams

Vice President – Middle Office

Accounting Manager

• Ensure accurate and timely processing of fund accounting activities by applying deep knowledge in accounting principles and practices.
• Collaborate with internal teams and external stakeholders to resolve discrepancies and enhance process efficiencies.
• Conduct thorough analyses of financial data, ensuring compliance with relevant regulations and standards.
• Maintain up-to-date records and documentation to support audits and regulatory reviews.

Specialist, Fund/Client Accounting

Representative

• Serve as a lead for day-to-day operations of a Middle Office support team, providing work direction and technical assistance on complex matters.
• Lead daily activities of a Middle Office support team servicing multiple funds and resolve escalated problems during accounting and reporting cycles.
• Supervise tracking of fund data and trades, maintain records, and establish processes to improve team efficiency and support.
• Search for fail points in processes, produce error reports for clients, and help ensure compliance with service level agreements and FCC regulations.
• Assist in identifying and implementing process improvements to reduce audit and financial exposure.
• Supervise a team of Middle Office support staff and support team objectives.

Middle Office Representative II

Team Lead

• Serves as team supervisor/manager for day-to-day operations of a medium to large-sized Middle Office support team.
• Manages daily activities for a Middle Office support team servicing multiple funds and aligns team resources to complete daily tasks.
• Oversees review of data, issue escalations, and complex matters; acts as the first line supervisor for task assignment and issue resolution.
• Directs, motivates, and develops staff while ensuring work quality, compliance with service level agreements, and proper review/documentation of work.
• Provides oversight on review of exceptions, manages escalation and correction of errors, and resolves complex escalated issues.
• Provides product knowledge and technical assistance on moderately complex problems and serves as the team’s initial escalation point.
• Prepares performance reviews, provides ongoing feedback, and helps develop team objectives.

Senior Specialist, Middle Office Team Lead

Operations

• Assists in conducting, analyzing, and reporting on transfer agency operations activities for clients of lower complexity.
• Supports client onboarding and internal conversions.
• Conducts key metric reporting and consults on daily Transfer Agency processes.
• Assists management in the day-to-day operations of the business and helps reduce risk and enhance efficiency through review processes and controls.
• Assists in project management for a portion of an initiative and/or onboarding new clients.
• Develops relationships with technology and line of business teams as Subject Matter Experts to define business requirements and test development.
• Analyzes business data to identify trends to mitigate risk or enhance client relationships.
• Contributes to the achievement of team objectives.

Investor Services Operations Specialist II

• Responsible for day-to-day management of Operations teams within the Platform
• 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
• Implement and enforce the Operations policies, procedures, and best practices of the Operations Practice
• 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
• 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
• Develop and execute effective communication strategies to inform, educate, and inspire the Operations teams about the change initiatives
• Monitor and measure the progress, outcomes, and risks of the change initiatives
• Provide coaching and guidance to the Operations teams to facilitate the adoption and integration of change initiatives

Director, Operations Group Manager – Global Clearing Operations

Director

• 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.

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

Sales

• Drive distribution of BNY’s FX overlay suite to institutional clients across the Americas, positioning solutions to address client hedging objectives and workflow needs.
• Maintain a disciplined, high-quality sales pipeline and convert qualified client engagement into actionable financial opportunities.
• Achieve financial targets and deepen share of wallet with priority clients through strategic client coverage and solution-oriented selling.
• Leverage AI and data-driven tools to optimize sales activity, improve efficiency, and support client adoption of FX solutions.
• Coordinate across internal business units to gather market, product, and client intelligence needed to engage sales targets effectively.
• Demonstrate strong knowledge of FX hedging solutions and articulate institutional client hedging needs, positioning BNY’s capabilities in a clear and consultative manner.

Senior Vice President, FX Overlay Sales

Product Manager

• Lead the development and execution of commercial data product strategies
• Collaborate with cross-functional teams to ensure successful product launches
• Analyze market trends and client feedback to identify opportunities
• Ensure compliance with regulatory requirements and internal policies
• Develop and maintain strong relationships with clients and industry partners
• Provide thought leadership and guidance on product management best practices

Vice President, Cross-Functional Client Coverage, Business Development

Vice President, Client Coverage and Business Development

Vice President – Cross-Functional Client Coverage, Business Development

Director, Client Executive

Middle Office Specialist II

Middle Office Specialist II

Vice President – Middle Office

Specialist, Fund/Client Accounting

Middle Office Representative II

Senior Specialist, Middle Office Team Lead

Investor Services Operations Specialist II

Director, Operations Group Manager – Global Clearing Operations

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

Senior Vice President, FX Overlay Sales

Vice President, POM Product Management