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
$127k - $281k
...As a leading global financial services company at the heart of the... ...team member for the role of Director, Client Processing Manager to... ...multiple teams and oversees a core operating area in Transfer Agency.... ...who handle any/all aspects of investor servicing - account opening,...OperationsTemporary workWork experience placementWork at officeWorldwideFlexible 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$150k - $300k
...About the job Investor Relations Investor Relations Associate/Manager - $1B+ AUM Venture Capital Fund Location: New York... ...insights into decision-making Own the CRM and serve as the operational backbone of LP relationship management What We're Looking For...OperationsH1bWork at officeRelocationVisa sponsorship- ...management as of December 31, 2025, Apogem partners with institutional investors to deliver disciplined underwriting, strategic capital deployment and long-term value creation.Apogem Capital operates within the New York Life Investment Management platform of companies,...OperationsWork at officeLocal area
$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$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$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$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$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- The Investor Relations Coordinator is an Associate Manager (CL8) that will provide dedicated operational support to the Investor Relations (IR) function, with end-to-end ownership of... ...relations coordination, financial services, corporate events, or executive office operations...OperationsFull timeLive inWork at officeLocal area
$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$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$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- ...Global Fintech Lending Firm Seeks a Director Capital Markets Reporting to the Managing Director... ...Securitizations (ABS) Manage Funding Operations for Multiple Credit Facilities & Loan... ...Relationship with External/Third-Party Vendors Investor Relations Qualifications 10+ Years of...OperationsWork from home
$150k - $225k
...00.00/yr - $225,000.00/yr Our client is a financial services firm. They seek a Director of Investor Relations to join their Manhattan, NY office. Responsibilities... ...packages, and updates Work with investment and operations teams on data rooms and DDQs Represent the firm at...OperationsFull timeWork at officeRemote work- ...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
$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$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$163.6k - $245.4k
...ServicesCompany: CitiCiti is looking for a Client Executive to join its Investor Services business a top 4 global provider of Custody, Fund Services,... ...trusted advisor for one of Citi's most important clients, operating within a network spanning 60+ countries and serving...OperationsFull timeWork at officeRemote workWorldwideShift work$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- ...Financial Markets Sales Investor And Sig Business The Role Responsibilities Grow FM... ...collaboration in order maximize client service. Drive the client engagement for RWA... ...and market environment in which the Group operates. Processes Liaising with clients and...OperationsLocal area
$200k - $250k
...DirectorDepartment:IPG - COODepartment OverviewThe Investor Partners Group (“IPG”) is a ~175-person... ...new business development, client service, product specialists and product... ...Global Product Group, Sales and Planning & Operations Teams to establish governance and supervisory...OperationsFull timeWork at office- ...relationship coverage and delivering a broad suite of products and services across the JPMorganChase platform. You will oversee a complex... ...ensuring alignment with regulatory, KYC, legal, risk, and operational requirements for the client segment.Job responsibilitiesOversee...OperationsWork at office
$140k - $185k
...Job Description Job Description Investor Engagement Specialist Location: New York, NY Employment Type: Full-Time Estimated... ...and investor outreach Collaborate with portfolio and operations teams to provide accurate and timely reporting Maintain investor...OperationsFull time$140k - $185k
...Job Description Job Description Investor Reporting Specialist Location: New York,... ...portfolio management, compliance, and external service providers. Key Responsibilities... ...preparation for investor reporting, fund operations, and asset management roles To learn...OperationsFull time$140k - $185k
...Job Description Job Description Investor Relations Analyst Location: New York, NY Employment Type: Full-Time Estimated... ...close collaboration with investment teams, senior management, operations, and external investors. Key Responsibilities Maintain and...OperationsFull timeWork at office$140k - $185k
...Job Description Job Description Investor Experience Manager Location: New York, NY Employment Type: Full-Time Estimated... ...and ongoing engagement. The role blends client service, operations, data analysis, and strategic communication to ensure investors...OperationsFull time$125k
...USVC Investor Services Specialist We're on a mission to allow everyone to own a stake in the future being built by private technology... ...experiences ~1-3 years running investor or customer support operations at a retail investment platform, transfer agent, fund servicer...OperationsWork at office2 days per week$275k - $300k
...Managing Director, Global Product Management and Investor Relations, Digital Infrastructure Over the last 20 years... ...assets under management, with operations acrossNorth America,South America... ...management, security and other customer services to ADI’s data center asset...OperationsTemporary workWork experience placementFlexible hours$140k - $185k
...Job Description Job Description Investor Services Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation... ...with roles that focus on investor support, client operations, and service management . Actual openings may vary based...OperationsFull time
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