Director, Investor Servicing Operations
$127k - $281kBNY Mellon
Job-ID: 74619Category: Transaction ProcessingLocation: New York, NY, United StatesSchedule: Full time, DayPosted: 2026-08-31Base Salary Min: 127000At 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, Client Processing Manager to join our Transfer Agency team. This role is located in New York - 4 days in office expectation per week.In this role, you’ll make an impact in the following ways:Leads multiple teams and oversees a core operating area in Transfer Agency. Leads teams who handle any/all aspects of investor servicing - account opening, transaction processing, payments and cash recon, reporting. Senior escalation point for clients and internal stakeholders. Responsible for resource allocation and for ensuring projects are on schedule and to budget.Develops policies and processes to ensure the volume of work produced meets product/service standards and exceeds quality standards.Sets departmental budgets and conducts resource planning.To be successful in this role, we’re seeking the following:Bachelor’s degree or the equivalent combination of education and experience is required.15+ years of total work experience in Fund Administration (Transfer Agency/Investor Services preferably) is preferred with 5-10 years in management/leadership roles. Experience in the various Alternative fund types, including their operating models and different servicing requirements. Experience managing large scale change and continuous process improvementA good understanding of how AI and Digital Tools are positively impacting the industry and a track record of learning and upskilling in this area.At BNY, our culture speaks for itself, check out the latest BNY news at:BNY NewsroomBNY LinkedInHere’s a few of our recent awards:America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025Our 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.BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $281,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.
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$350k
...Title: Vice President / Director, Investor Services Firm: Top Alternative Asset Manager Location: New York City, NY Compensation : $... ...- create scalable processes and improve how the function operates as the platform grows *Broad Exposure - partner closely...OperationsImmediate start- ...investment firm with a strong institutional investor base and a growing platform. The... ...and is seeking a Vice President / Director of Investor Services to build and lead a dedicated... ...Investor Services, Client Service, Credit Operations, or a related function ~...OperationsFull timeSummer workWork at officeWork from home
- ...Wellington Management is seeking a Director, US Wealth Investor Services to lead the servicing design and execution for our U.S. Wealth platform.... ...deep knowledge of alternatives, onboarding, and platform operations, and a proven ability to scale teams and manage complex...Operations
- ...Director, Us Wealth Investor ServicesWe are seeking a Director, US Wealth Investor Services to lead the design, execution, and continuous evolution of the servicing model supporting... ...to-end investor lifecycle and will drive operational efficiency, productivity, and service...Operations
- ...Willow Wealth is seeking a Director, Investor Services in New York to lead the Investor Services team across multi-channel support, broker-dealer operations, and client advocacy. You will shape service standards, manage escalations, and partner with Legal, Compliance,...Operations
- Wellington Management seeks a Director, US Wealth Investor Services to lead the design, execution, and evolution of the servicing model for our U.S.... ...function, partnering with Distribution, Product, Fund Operations, and external service providers while #J-18808-Ljbffr...Operations
$120k - $140k
...-time insights and unmatched control over their operations. Alongside our technology we offer award-winning service through our team-based approach -- led by a deeply... ...middle office risk compliance tax and investor services. Were a future-focused company empowering...OperationsFull timeWork at officeRemote work- ...manager, is looking for someone to join its wealth distribution operations team. The firm manages a diversified platform across private... ...Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax...Operations
$95k - $190k
...Investor Experience Morgan Stanley Fund Services Established in 2004, Morgan Stanley Fund Services (MSFS) is a global business within the Institutional... ..., strategic execution, relationship management and operational servicing . The successful candidate will...OperationsFull timeTemporary workWork at office$350k
...focused alternative asset manager, is hiring a Vice President, Investor Services in New York, NY. This in-office role offers $350k–$500k... ...processes and partnering across investment, accounting, and operations teams. We’re targeting professionals with 10+ years of investor...OperationsFull timeWork at office- ...This IR role will cover their private wealth channel and investor services group. Principal Responsibilities Oversee daily operations of transfer agents and service providers, ensuring a seamless execution of transaction processes, reflecting quality and brand...Operations
- ...hiring their first dedicated marketing and investor relations leader: the person whose job... ...Managing Partners Direct marketing operations support (materials, data room, CRM) with... ...raising role, not a reporting or client-service-operations role Why it's interesting...OperationsFull time
- ...strategies. As the firm continues to expand its platform and investor base, it is seeking an Investor Relations Associate to join its... ...clear and professional manner. Partner with the investment and operations teams to support new client onboarding, product launches,...OperationsFull time
- ...real estate investment firm. They seek a Investor Relations Associate to join their... ...automation, and technology tools to increase operational efficiency Requirements ~5+ years... ...experience in investor relations, client services, or operations within real estate private...OperationsFull timeWork at office
$150k - $170k
...Associate, Investor Relations Founded in 1992, Cerberus is a global leader in alternative... ...investment platforms and proprietary operating capabilities create an edge to improve performance... ...support, investor reporting, or client service within alternatives or asset management....Operations- ...management to identify a Vice President, Investor Relations & Fundraising. The firm... ...leadership Investor Relations & Client Service Serve as a primary relationship manager... ...effectively with investment, legal, and operations teams ~ Bachelor’s degree required; MBA...OperationsFull time
$120k - $140k
...Position: Investor Relations Associate Location: Downtown NYC (Hybrid) Salary: $120K – $140k + Bonus Prestigious... ...of relevant experience in investor relations, client services, RFP writing, or financial operations. ~ Knowledge of asset management, private equity,...OperationsFull timeWork at office- ## Investor Operations – Citi Ventures, SVPApply: Hybrid: New York New York United States: Full time: Posted Today: 261000681Citi Ventures is... ...capital, startup ecosystems, innovation, and financial services.* 10+ years of relevant experience in financial services, investment...OperationsFull time
- ...Title: Investor Relations and Corporate Communications Manager Location: Manhattan, NY and Remote If you are interested in the below... ...communications, investor engagement, and commercial‑stage biotechnology operations. Key Responsibilities Support the development and execution of...OperationsFull timeWork at officeRemote workVisa sponsorshipWork visa
$165k
...CapitalReports directly to Head of Private Capital Investor RelationsWorks closely with: Fund... ...Management, Legal/Compliance, and Fund Operations. The role will also partner cross-... ...advancing new investor relationships as well as servicing existing institutional investors through...OperationsFull time- ...Investor Services Senior Associate – Private Equity - Remote A leading private equity platform is looking to add an Investor Services... ...role sitting at the intersection of investor relations, fund operations, and technology, with exposure across investor servicing, capital...OperationsFull timeRemote work
$180k - $225k
...Credit (“Alt Credit”) Product Management and Investor Relations Team in the New York office.... ...marketing, finance and accounting, operations, legal and compliance, portfolio management... ...Investor Relations role include:Client Service and Relationship Management: share responsibilities...OperationsFull timeTemporary workWork experience placementWork at officeFlexible hours$175k - $225k
...mission-critical, AI-powered technology and services empowering financial services and... ...largest global providers of technology and operational solutions for the asset management industry... ...asset managers and we are looking for a Director, Product Management to help build these...OperationsOngoing contractFull timeCasual workWorldwideFlexible hours$120k - $150k
...Associate/Senior Associate, Sales Operations (Investor & Fund Reporting) Founded in 1992, Cerberus is a global leader in alternative investing with approximately $71 billion in assets across complementary credit, private equity, and real estate strategies. We invest across...Operations- ...under management, is hiring a vice president of operations to lead our operations team. We are the earliest investors in 25 unicorns, some of which include Coinbase,... ..., s/he will work to enhance the existing client service functionality to ensure that the organization is...OperationsFull timeImmediate start
$50k - $75k
About the Role We're hiring an Investor Services Associate at our FINRA/SEC-registered broker-dealer. You'll handle investor inquiries, process... ...detail-oriented person who wants to build a career in fund operations in a regulated environment. Key Responsibilities...OperationsFull timeInternshipWork at office- ...Not specified Full-time Senior Operations Job Description Preferred Locations: SF, NYC, San Antonio Position Summary The Vice President, Investor Relations is responsible for defining, developing, and executing Rackspace Technology’s global Investor Relations...OperationsFull time
- ...Account Executive - Private Markets Investor PortalACCOUNT EXECUTIVE needed at one of our clients that provides Investor Relations and... ....Sell to heads of investor relations, COOs and fund operations leaders, often timed around a fundraise.Build multi-threaded account...OperationsRemote work
$125k - $150k
...Executive Assistant – Investor Relations A premier, global recognized financial services institution seeking an exceptional Executive Assistant to support our dynamic... ...This vital position offers comprehensive operational, administrative, and project-based support to a...OperationsOdd jobFull timeRemote work
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