Senior Specialist, Investor Services Operations

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, analyze, and report on investor services and transfer agency operations activities for assigned clients and products, ensuring accuracy, quality, and adherence to service level expectations.
• Lead client onboarding and internal conversion initiatives, coordinating across operational and business stakeholders to support seamless client transitions and implementation activities.
• Produce and analyze key operational metrics, providing insights and recommendations that improve service delivery, operational effectiveness, and client satisfaction.
• Serve as a subject matter expert on investor services operations processes, advising stakeholders and supporting the resolution of operational inquiries and escalated issues.
• Assist management with day-to-day operational oversight by monitoring controls, identifying areas of risk, and implementing process improvements that enhance operational resiliency.
• Partner with internal teams to support strategic projects, workflow enhancements, and initiatives focused on improving scalability, efficiency, and the overall client experience.

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, financial services operations, or a related field.
• Experience in transfer agency operations, shareholder servicing, fund servicing, or investor services preferred.
• Demonstrated experience leading or supporting client onboarding, conversion activities, and operational change initiatives.
• Experience managing project-based work and coordinating across multiple stakeholders preferred.
• Strong analytical, problem-solving, and organizational skills with the ability to effectively manage multiple priorities.
• Excellent communication and relationship management skills, with the ability to interact effectively with clients and internal business partners.

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.