Director, Investor Servicing Operations
$127k - $281kBNY Mellon
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, 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.Full timePosting Date: 2026-08-31
$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
$115k - $210k
...mission-critical, AI-powered technology and services empowering financial services and... ...technology.Job DescriptionJob Title: Director, Investor ServicesLocation: New York, NY - HybridAbout... ...exceptional client service and operational excellence to SS&C Technologies' investor...OperationsOngoing contractFull timeWork at officeWorldwide$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$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$400k
Atlantic Group seeks a VP of Investor Services to join a growing middle-market direct lending firm in New York. This newly created role will... ..., onboarding, and coordination with investment, finance, operations, legal, and compliance teams. Total compensation ranges from...Operations- ...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
$110k
...Investor Transfers Specialist Location: New York City (Hybrid – 3 Days In Office) Compensation... ...the Opportunity A leading financial services organization is seeking an experienced... ...Specialist to support investor transfer operations for alternative investment funds. This...OperationsWork at office- ...Vice President, Investor Relations & Operations | NYC | Investment Management A leading global investment firm is seeking a Vice President, Investor... ...equity, real estate, asset management, or financial services. Candidates should have strong communication skills, project...OperationsFull time
$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- ...global investment firm is seeking an Analyst to join its Investor Relations Operations team. This is a highly reputable firm that is a premier player... ...an IR ops analyst who will focus on supporting investor servicing by working closely with third-party agencies and internal...OperationsFull time
- ...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
- ...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
- ...located in NYC. The team is seeking a Client Service Associate to support its private wealth... ...client reports, and responding to investor inquiries. Key Responsibilities Serve... ...service providers and help resolve operational issues as they arise. Assist with fund...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$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,...OperationsWork at office$120k - $160k
Chubb is seeking a Director, Investor Relations to help shape and execute the company’s investor... ...is a world leader in insurance. With operations in 54 countries, Chubb provides commercial... ...by its extensive product and service offerings, broad distribution capabilities...OperationsLocal area$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$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$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$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- ...professional growth opportunities.Job DescriptionInvestor Services Analyst OverviewThe Investor Services Analyst role offers an exciting opportunity to... ...Tax, and Technology teams to ensure seamless investor operations.Focus on investor capital activity, shadow accounting,...OperationsFlexible hours
$210k
...Head of Operations & Finance | Investor-Backed, Better-For-You CPG | Hybrid Introduction We are partnering with a venture-backed CPG brand operating at the intersection of taste, health, and modern lifestyle. The business is led by a proven, repeat founder with a...OperationsFull time- ...Investor Onboarding Associate If you would like to know a bit more about this opportunity... ...Onboarding & Investor Relations Operations professional to join its lean, hands-on... ...ownership of day-to-day investor onboarding, servicing, and operational processes. The ideal...Operations
$115k - $145k
...investment approaches, Quantinno offers tailored solutions for taxable investors. Quantinno currently manages over $70 billion in assets on... ...all aspects of the team's workstreams, including business operations, portfolio analytics, and trading coordination. This will be a...OperationsWork at office$110k
...Investor Onboarding / Subscription Document Review Specialist Location: New York City... ...the Opportunity A leading financial services organization is seeking an experienced Investor... ...to join its Investor Relations Operations team. This individual will play a critical...OperationsWork at office- ...hedge fund located in downtown, New York, is looking to hire an Investor Services consultant to their team. Responsibilities include but are... ...: Support transfer agency and investor servicing operations across alternative investment funds and multiple investment...Operations
$110k - $170k
...returns for institutional and individual investors by strengthening the companies in which... ...You are equal parts problem solver and operator with an instinct for identifying what matters... ...in management consulting, financial services, technology strategy, project management...OperationsFull timeLocal areaFlexible hours$145k - $175k
...Investor Relations Associate/Vice President Magnitude Capital, a dynamic alternative... ...functionally with the investment, technology, operations, and compliance teams to respond to... ...Strong commitment to high-touch client service with an emphasis on accuracy and precision...OperationsWork at officeFlexible hours- ...Opportunity This is a rare seat at an elite fund with a portfolio most investors would envy. You'll own institutional LP relationships end-to-... ...insights into decision-making Own the CRM and serve as the operational backbone of LP relationship management What We're Looking...OperationsWork at officeRelocation
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