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: 2026-07-15
- BNY is seeking a Director to join their Investor Services Team in New York, NY. This role involves leading teams in Transfer Agency operations and ensuring high standards in investor servicing. The ideal candidate will have 15+ years of experience in Fund Administration...Operations
$127k - $281k
...success. As a leading global financial services company at the heart of the global financial... ...a future team member for the role of Director, Client Processing Manager to join our Transfer... ...multiple teams and oversees a core operating area in Client Processing. Handles any/...OperationsTemporary workWork experience placementWork at officeLocal areaWorldwideFlexible hours$163.6k - $245.4k
...Sales, Professional, ServicesCompany: CitiThe Services business provides global solutions that help clients optimize operations and drive their business forward. It... ...six businesses across Payments, Liquidity, Investor Services, Trade, Platforms and Data solutions...OperationsFull time$250k
...Head of Middle Office Services - Fund Services, Investor Services Managing Director – C16 Location New York City / Boston / London Reporting line Head of Fund... ...and financial intermediaries. Investor Services operates the largest custody network globally with a presence...OperationsFull timeWork at officeLocal areaFlexible hoursShift work- Responsibilities Lead and develop team operations by managing daily workflows, conducting performance... ...escalation point, resolving complex investor and operational issues while maintaining strong relationships and service standards. Oversee client onboarding and fund...Operations
- Jobtailor in New Jersey is seeking an experienced Investor Services Operations Manager to lead daily workflows, performance reviews, and staff training to build a high-performing team. You will serve as the main escalation point for complex investor and operational issues...Operations
- Whitecap Search in New York is seeking a dynamic client services professional to support the investor business. You will work closely with internal sales and relationship teams, manage investor materials, and oversee capital transactions. The role emphasizes CRM and data...Operations
$58.24k - $62.4k
...Requirements: 3-4 days in office Team: Investor Relations POSITION SUMMARY:... ...high-performing team. The firm’s Investor Operations effort has a high degree of responsibility... ...donation match, family support services (including Bright Horizons and Benefit Advocate...OperationsHourly payFull timeContract workInternshipWork at officeFlexible hours$104k - $108.16k
...Job Title: Investor Relations Transfers Specialist – Alternatives/Private Markets... ...candidate may also support broader investor servicing activities and contribute to process improvements... ...legal counsel, compliance, and internal operations teams to facilitate investor transfers...OperationsFull timeWork at officeWork from homeFlexible hours$100k - $120k
Position InformationHiring Manager:Senior Director, Investor MarketingDepartment:... ...management, digital marketing and creative services. The Marketing Department collaborates... ...marketing projects and functional team operations Candidate RequirementsQualifications &...OperationsFull time$170k - $300k
...0.00 - $300,000.00Category: Customer Service, Executive, ServicesCompany: CitiAbout Investor ServicesCiti's Investor Services provides... ..., ensuring efficient and scalable operational services.Role OverviewWe are seeking a C15 director within CitiService to own Citi’s most...OperationsFull timeWork at officeLocal area$130k - $211.5k
We’re seeking a future team member for the role of Director, Operational Risk Coverage (Fund & Investor Solutions) to join our Operational Risk team. This role... ...experience in a global, financial or professional services firm; fund services experience in first or second line...OperationsTemporary workWork experience placementLocal areaWorldwideFlexible hours$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$145k - $180k
...Associate on the Infrastructure Opportunities Investor Relations team in the New York office.... ..., low carbon molecules, infrastructure services, and digital infrastructure.The role... ...including development, construction, and operations.Primary functions and essential responsibilitiesTo...OperationsFull timeTemporary workWork experience placementWork at officeFlexible hours- ...THE ROLE Reporting to the Head of Investor Relations, the Director of Investor Relations will play a... ...workstreams alongside external counsel and service providers. Serve as a senior... ...IR FUNCTION OWNERSHIP Oversee the operation of the firm's IR program, including...OperationsSummer work
$70k - $100k
...opportunities to experiment and innovate. Overview The Investor Relations team services Capstone's primarily institutional client base. The team... ...Development, Communications, and various Investment and Operations teams. Responsibilities and Impact: Client...OperationsMinimum wageWork at office$166k - $240k
...maximise the value of relationships with their investors, employees, creditors, members and... ...markets expertise and unsurpassed service levels to keep Computershare at the forefront... ...teams across Computershare. The role will operate within global market and report directly...OperationsFull timeWork at officeLocal areaWork from homeWorldwideFlexible hours3 days per week$150k - $230k
...Associate to their growing Client Strategy & Investor Relations team. Ideal candidate must be... ...enhancing the vision for client operations process to reflect evolving needs of firm... ...Degree with at least 2+ years of Financial Services/Private Equity Accounting/Finance or similar...OperationsFull timeWork at office$175k - $240.9k
...career paths - whether shaped by military service, community college education, or a... ...include identifying strategic and operational risks and opportunities, building partnerships... ...accountability. Sr. Digital Director, Active Investor Experience is tasked with defining...OperationsFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift$90k - $150k
...,000+ institutional clients and private investors worldwide across a range of credit and real... ..., accounting, legal, compliance, operations) to gather and synthesize information for... ...part upon individual performance, years of service, experience, geographic considerations,...OperationsPermanent employmentFull timeLocal areaWorldwide$100k - $115k
...collaboration with the Associates, Director, and Partners Source... ...teams (investment research, operations) to support client needs and... ...materials (i.e., monthly reporting, investor update letters, client... ...of professionalism and client service in all interactions Additional...OperationsFull timeWork at office$140k - $185k
...) About This Posting This job description represents a sample Investor Relations Analyst position commonly found through the Career Launch... ...close collaboration with investment teams, senior management, operations, and external investors. Key Responsibilities Maintain and...OperationsFull timeWork at office$180k - $220k
...Ares Management is looking for a Vice President for their Investor Operations team in New York. This role requires a strong blend of technical and business acumen to facilitate communication and manage projects. Candidates should have 7-10 years of relevant experience,...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$200k - $260k
...career.The Internal Audit (IA) Senior Director will be a senior member of the IA Leadership... ...audits globally for the Firm’s Investor Services line of business, which includes areas... ...project results at the most senior risk and operating committees.Collaborate and coordinate...Full timeWork at officeLocal area- ...Oversee fund administrator investor relations activities, including review and validation of investor statements for... ...experience in investor relations, fund administration, fund operations, or a related financial services role Advanced proficiency in Excel and strong overall...Operations
- Audax Private Debt in New York is seeking a driven Investor Relations Co-Op for January-June 2027. The role focuses on investor communications, data quality, and reporting support within a high-visibility team. Responsibilities include CRM maintenance, assisting with investor...Operations
$95k - $105k
...Job Description Job Description Position Title: Director of Dining Services - Corporate Dining (NYC) Salary: $95K/Yr.-$105K/Yr.... ...Dining Services, reporting directly to the Vice President of Operational Excellence, holds duties related to the day-to-day...OperationsLocal areaRemote workFlexible hours$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, project management, and/or business analytics...OperationsFull timeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Investor Servicing Operations. Be the first to apply!
- director of technical services New York, NY
- services product manager New York, NY
- service manager New York, NY
- clinical services director New York, NY
- director surgical services New York, NY
- global service manager New York, NY
- director of support services New York, NY
- director of career services New York, NY
- digital services manager New York, NY
- director managed services New York, NY



