About The Position

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Director, OPS Business Technology Liaison Manager to join our Total Wealth Services Ops team. This role is located in Lake Mary, FL. In this role, you’ll make an impact in the following ways: Group Lead role reporting directly into Ops Lead for Wealth Services Platform. Manage small team of professionals overseeing asset movement operations change strategy. Responsible for defining, implementing, and executing the change strategy for asset movement operations while managing a small team of professionals. The asset movement function is high volume and spans end-to-end client account processing across wires, checks, ACH and account transfers. This function is critical to the Wealth client base, closely monitored as a key performance indicator, and measured as part of the Platform’s objectives and key results (OKRs). Elevate client service standards across the asset movement function by challenging the status quo and implementing improved ways of working. Priorities include extending processing timeframes where appropriate, scaling operations through AI4Ops and engineering-led solutions, and adopting a follow-the-sun operating model. As a new role, define the vision and mandate and build team from the ground up. Partner closely with Ops Leads overseeing run-the-bank asset movement operations to develop and deliver commercial plans, meet client mandates, and achieve financial budget targets, in close collaboration with Product and Finance. Role includes frequent interaction and engagement with external clients Contributes to the achievement of Wealth Services Platform and Operations Practice goals, objectives and OKRs.

Requirements

  • Bachelor’s degree or the equivalent combination of education and experience.
  • 10-15 years of total work experience.
  • 1-3 years of management experience preferred.
  • Brokerage dealer operations experience preferred.
  • Applicable local/regional licenses or certifications required by the business.

Nice To Haves

  • 5–7 years in management with a proven track record of execution and results in leadership roles across matrix of stakeholders highly preferred

Responsibilities

  • Group Lead role reporting directly into Ops Lead for Wealth Services Platform.
  • Manage small team of professionals overseeing asset movement operations change strategy.
  • Responsible for defining, implementing, and executing the change strategy for asset movement operations while managing a small team of professionals.
  • Elevate client service standards across the asset movement function by challenging the status quo and implementing improved ways of working.
  • Partner closely with Ops Leads overseeing run-the-bank asset movement operations to develop and deliver commercial plans, meet client mandates, and achieve financial budget targets, in close collaboration with Product and Finance.
  • Role includes frequent interaction and engagement with external clients
  • Contributes to the achievement of Wealth Services Platform and Operations Practice goals, objectives and OKRs.

Benefits

  • 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.
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