Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Vice President, Investor Services Operations

BNY

Client Operations Manager

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 Client Operations Manager to join our team. This role is located in Boston, MA (4 days in office expectation).

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

  • Own the end-to-end service relationship for premier clients across all operational deliverables and service interactions.
  • Serve as the primary operational contact for client inquiries, issue management, and service-related matters.
  • Build and maintain strong relationships with senior client stakeholders, including leaders responsible for Transfer Agency oversight.
  • Lead and coordinate the operational delivery of client change initiatives, ensuring effective execution and minimal disruption.
  • Identify service issues, emerging risks, and opportunities for process improvement, and drive actions to resolution.
  • Participate in and lead regular client service review meetings to discuss performance, priorities, and improvement opportunities.
  • Deliver peer benchmarking insights and operational data to support client discussions and identify service enhancements.
  • Promote greater efficiency and scalability by reducing manual processes and supporting alignment to standard operating models.
  • Manage client escalations through investigation, root cause analysis, action planning, and follow-through.

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

  • Bachelor's degree or equivalent relevant experience.
  • Experience in client operations, fund services, transfer agency, or a related financial services environment.
  • Demonstrated experience managing client relationships and supporting complex service delivery models.
  • Experience leading or supporting operational change initiatives.
  • Strong understanding of client servicing, operational processes, and service delivery controls.
  • Experience using performance metrics, KPI reporting, and data-driven insights to support decision-making.

Required Skills

  • Strong client relationship management skills.
  • Excellent written and verbal communication skills.
  • Strong analytical and problem-solving skills.
  • Effective issue and escalation management capability.
  • Ability to collaborate across functions and influence stakeholders.
  • Strong organizational and prioritization skills.
  • Proactive and client-focused approach.

Preferred Qualifications

  • Experience interacting with senior client stakeholders.
  • Knowledge of Transfer Agency operations and oversight.
  • Experience with benchmarking, service reviews, and continuous improvement initiatives.
  • Ability to identify opportunities for standardization, automation, and service enhancement.

Success Measures

  • Timely and accurate delivery of client commitments.
  • Effective management of inquiries and escalations.
  • Successful implementation of client change initiatives.
  • Delivery of actionable benchmarking and performance insights.
  • Improvement in service quality, efficiency, and client satisfaction.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom BNY LinkedIn

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.

Job Info
  • Job Identification 76985
  • Job Category Transaction Processing
  • Posting Date 05/20/2026, 07:46 PM
  • Locations 118 Flanders Road, Westborough, MA, 01581, US
  • Job Schedule Full time
  • Job Shift Day
  • Base Salary Min 69000
  • Base Salary Max 167000
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Vice President, Investor Services Operations in Boston, MA vacancy
  •  ...Vice President of Service Delivery About the Company A dynamic organization delivering professional and managed services with a remote workforce...  ..., engineers, and MSP staff, with a focus on ensuring operational excellence and driving strategic initiatives. Key duties include... 
    Operations
    Remote work

    Confidential

    Boston, MA
    15 hours ago
  •  ...Regional Vice President of Sales, Travel Services About the Company Internationally renowned corporate travel management company Industry...  ...professional with deep knowledge of corporate travel operations, travel technology, and supplier ecosystems, as well as... 
    Operations
    Contract work

    Confidential

    Boston, MA
    4 days ago
  • $150k

     ...an advisory firm looking to hire a Vice President of Transaction Services. Check out the details below! Why...  ...firms, founder-led businesses, and investors across all phases of the deal...  ...Participate in strategic planning and firm operations Mentor and train junior team... 
    Operations
    Local area

    Jobot

    Boston, MA
    3 days ago
  •  ...Eastern Massachusetts, including multi service sites in Dorchester, Lynn, Brockton, Lowell...  ...seeking a dynamic and collaborative Vice President of Human Resources to join our...  ...employees, managers, and organizational operations.The Vice President of Human Resources will... 
    Operations
    Work experience placement

    Catholic Charities Archdiocese Of Boston

    Boston, MA
    3 days ago
  •  ...Vice President, Transaction Services About the Company Accomplished advisory firm Industry Management...  ...firms, founder-led businesses, and investors throughout the deal process. The...  ...in strategic planning and firm operations. The role also involves mentoring and... 
    Operations

    Confidential

    Boston, MA
    4 days ago
  • $68k - $185k

     ...Trust ("UIT") Transfer Agent, and ETF Order Desk operations—functions that serve as the control tower for primary...  ...own end‑to‑end execution, risk management, and service delivery across ETF creation/redemption, UIT investor recordkeeping and distributions, and the Order... 
    Operations
    Contract work
    Temporary work
    Work at office
    Flexible hours

    BNY

    Boston, MA
    1 day ago
  •  ...Vice President, Clinical Services About the Company Innovative homecare company specializing in technology & complex patient needs Industry...  ...strategy into scalable and standardized clinical operating models. The successful candidate will be responsible for... 
    Operations

    Confidential

    Boston, MA
    2 days ago
  •  ...Vice President of Operations, Quick Service Restaurant Franchise About the Company Globally acclaimed fast-casual restaurant chain Industry Restaurants Type Privately Held About the Role The Company is seeking a VP of Operations to take on a pivotal... 
    Operations
    Casual work
    Work at office

    Confidential

    Boston, MA
    3 days ago
  •  ...Vice President Of Finance & Shared Services UG2 is a national leader in facility management services, delivering customized, high-quality solutions...  ...across diverse industries. With a strong commitment to operational excellence, innovation, and client satisfaction, UG2... 
    Operations
    Contract work

    UG2

    Boston, MA
    20 hours ago
  • $115k - $201.25k

     ...we are looking for As an Alternative Investment Services Bank Loans Operations Vice President, the ideal candidate will need to have an in depth knowledge...  ...of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to... 
    Operations
    Temporary work
    Work at office
    Flexible hours

    State Street Corporation

    Quincy, MA
    1 day ago
  •  ...Vice President, Sales, Service and Retail Development About the Company Reputable food wholesale & retail distribution organization Industry...  ...leadership skills and the ability to influence operations, finance, and supply chain are essential. Established retail... 
    Operations

    Confidential

    Boston, MA
    4 days ago
  • $145.6k - $167.4k

     ...highly collaborative team that is passionate about creating transformative change in healthcare. The Vice President, Service Delivery is a regional operational leader responsible for delivery excellence across multiple markets and teams. This leader drives regional... 
    Operations
    Night shift

    Datavant

    Boston, MA
    20 hours ago
  •  ...Vice President of Housing Placement & Clinical Services About the Company Leading organization providing shelter & resources to unhoused communities...  ...Manager Title Chief of Programs Travel Percent Less than 10% Functions ~ Operations Confidential
    Operations
    Permanent employment
    Work at office

    Confidential

    Boston, MA
    20 hours ago
  • $58k - $61k

     ...Investor Services Specialist Boston, Massachusetts, United States We are a provider of specialized fund administration services for Managers...  ...fund families or select funds, to help scale their fund operations rapidly and efficiently. Exciting opportunity for a... 
    Operations
    Work at office

    Standish Management

    Boston, MA
    23 hours ago
  • $90k - $180k

     ...those of our clients. About the Role Overview The Fund Specialist sits within the Investor Services team and is responsible for delivering high-quality operational and servicing support to investors across Wellington-sponsored funds and pooled investment vehicles... 
    Operations
    Remote work
    Flexible hours
    1 day per week

    Wellington Management

    Boston, MA
    1 day ago
  •  ...and distinguished executive to serve as its next Senior Vice President of Patient Care Services and Chief Nursing Officer (SVP/CNO). This is a...  ...to the MGH/Mass General Physicians Organization Chief Operating Officer (MGPO COO) for operations and budgets and to the... 
    Operations

    Academy of Managed Care Pharmacy

    Boston, MA
    2 days ago
  • $127k - $220k

     ...success. As a leading global financial services company at the heart of the global financial...  ...") Transfer Agent, and ETF Order Desk operations—functions that serve as the control...  ...delivery across ETF creation/redemption, UIT investor recordkeeping and distributions, and the... 
    Operations
    Contract work
    Temporary work
    Work at office
    Worldwide
    Flexible hours

    BNY Mellon

    Boston, MA
    1 day ago
  • $90k - $180k

    Wellington Management Company in Boston is seeking an Investor Services Fund Specialist to provide high-quality operational and servicing support to investors across funds. The role includes managing client inquiries, onboarding activities, and ensuring accurate record-... 
    Operations

    Wellington Management Company

    Boston, MA
    3 days ago
  • As a leading financial services and healthcare technology company based...  ...technology. Job Description Investor Services Supervisor Location:...  ...management to the team and vice versa; ensure understanding...  ...knowledge of transfer agency operations policies, procedures and legals... 
    Operations
    Casual work
    Remote work
    Flexible hours

    SS&C Technologies

    Boston, MA
    2 days ago
  • $80k - $150k

     ...mission by delivering first-class client service to clients who invest in Wellington's...  ...contact for financial advisor clients. The Investor Services Analyst will work as part of a...  ...Complete recurring tasks such as operational due diligence questionnaires and requests... 
    Operations
    Work at office
    Remote work
    Flexible hours
    1 day per week

    CFA Institute

    Boston, MA
    1 day ago
  •  ...Specialist, Investor Services Operations Representative We're seeking a future team member for the role of Specialist, Investor Services Operations Representative, to join our Fund and IS Client Ops team. This role is located in Boston, MA. In this role, you'll... 
    Operations
    Flexible hours

    BNY

    Boston, MA
    3 days ago
  • A leading financial services company in New Hampshire is looking for an Investor Services Supervisor to lead a team in contact center operations. This role involves monitoring productivity, providing feedback, and ensuring high client satisfaction. Candidates should ideally... 
    Operations
    Remote job
    Flexible hours

    SS&C Technologies

    Boston, MA
    1 day ago
  • $120k - $202.5k

     ...Who we are looking for Investor Relations (IR) is responsible...  ...decision-making. The Vice President, Fixed Income Investor Relations...  ..., banking and the financial services industry Exceptional...  ...compliance procedures and internal operations risk controls in accordance... 
    Operations
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    14 hours ago
  • $80k - $140k

     ...organization seeks a business analyst with experience in financial services to support our Investor Services product development program and offering. With...  ...willingness to learn, collaborate across different operational and technology teams, perform analysis, develop business... 
    Operations
    Temporary work
    Flexible hours

    State Street Corporation

    Boston, MA
    4 days ago
  • $58k - $61k

    Standish Management UK is seeking an Investor Services Specialist based in Boston, MA, to enhance client engagement and support. Responsibilities include addressing client requests, assisting with financial reporting, and maintaining client relationships. Candidates should... 
    Operations
    Work at office

    Standish Management UK

    Boston, MA
    2 days ago
  • $110k - $181.25k

     .... A comprehensive understanding of ETF servicing including all facets of ETF Baskets and...  ...shareholder recordkeeping, to complete operations solutions and servicing for alternative...  ...Street Across the globe, institutional investors rely on us to help them manage risk,... 
    Operations
    Temporary work
    Flexible hours

    State Street Corporation

    Quincy, MA
    1 day ago
  • $102k - $200k

     ...success. As a leading global financial services company at the heart of the global financial...  ...team member for the role of Senior Vice President, to join our Client Services team. This...  ...of our client’s business, operating model and technology strategy Deliver... 
    Operations
    Temporary work
    Work experience placement
    Worldwide
    Flexible hours

    BNY Mellon

    Everett, MA
    1 day ago
  •  ...Investment Book Of Record Vice President Join our team and make a significant impact on our client service teams at JPMorganChase. You'll have the opportunity to grow...  ...collaboration, and contribute to the firm's operational efficiency and risk mitigation strategies.... 
    Operations
    Work at office
    Flexible hours

    Chase

    Boston, MA
    20 hours ago
  •  ...for everyone. To learn more, visit . Job Summary: The VP, Navigation & Member Services is responsible for leading Sharecare's Navigation, Advocacy, and Customer Service operations, including Family Health Advocacy and member support services. This organization... 
    Operations

    Sharecare

    Boston, MA
    1 day ago
  •  ...Office Ascensus is the leading independent technology and service platform powering savings plans across America, providing products...  ...Lead cross-functional teams to ensure seamless integration of operations, systems, and processes Develop and implement comprehensive... 
    Operations
    Work at office
    Remote work
    Relocation package

    Ascensus

    Newton, MA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Vice President, Investor Services Operations. Be the first to apply!