Senior Specialist, Investor Services Operations

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 Senior Specialist, Investor Services Operations to join our Investor Services Operations team. This role is located in Lake Mary, FL (4 days in office expectation).

In this role, you'll make an impact in the following ways:

Conduct and analyze investor services and transfer agency operational activities for assigned client relationships, ensuring the accurate execution of transactions and delivery of high-quality service.

Lead client onboarding, fund conversion, and implementation activities by partnering with operations, technology, and business stakeholders to support successful transitions and new business initiatives.

Produce, monitor, and analyze operational metrics and management reporting to identify trends, risks, and opportunities that improve service delivery and operational performance.

Serve as a subject matter expert for investor services and transfer agency processes, providing guidance on operational procedures, controls, and issue resolution.

Support day-to-day business operations by resolving escalated issues, monitoring workflow effectiveness, and ensuring compliance with established policies, procedures, and risk controls.

Evaluate operational processes and controls to identify opportunities for increased efficiency, reduced risk, and enhanced productivity, implementing improvements where appropriate.

Lead and support project initiatives, system enhancements, and operational change activities by defining business requirements, participating in testing, and driving implementation efforts.

Partner with clients and internal stakeholders on new products, services, and strategic initiatives while helping strengthen client relationships and enhance overall service capabilities.

To be successful in this role, we're seeking the following:

Bachelor's degree or the equivalent combination of education and experience required.

Typically 3-5 years of experience in investor services operations, transfer agency, fund servicing, financial services operations, or a related field.

Experience supporting transfer agency operations, shareholder servicing, investor recordkeeping, or related servicing functions preferred.

Demonstrated experience supporting client onboarding, conversion activities, process improvement initiatives, or operational projects.

Strong analytical and problem-solving skills with the ability to evaluate business data, identify trends, and recommend effective solutions.

Experience partnering with technology teams to support business requirements gathering, testing activities, system implementations, and operational enhancements preferred.

Excellent communication, relationship management, and stakeholder engagement skills with the ability to work effectively across business functions.

Ability to provide guidance and support to less experienced team members while contributing to broader team and organizational objectives

Here's a few of our recent awards

America's Most Innovative Companies, Fortune, 2025

World's Most Admired Companies, Fortune, 2025

"Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards

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.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.