Senior Specialist, Investor Services Operations

Senior Specialist, Investor Services Operations

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 Senior Specialist, Investor Services Operations to join our Investor Services Operations team. This role is located in Lake Mary, FL (4 days in office expectation).

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

• Conduct, analyze, and report on transfer agency operations activities supporting clients of moderate complexity.
• Lead client onboarding and internal conversion initiatives, coordinating across teams to ensure successful implementation and service delivery.
• Produce and evaluate key operational metrics to identify trends, improve service delivery, and enhance operational performance.
• Provide oversight of daily transfer agency processes while supporting management in resolving escalated operational issues.
• Review operational procedures and controls, recommending enhancements that improve efficiency, productivity, and risk management outcomes.
• Apply key controls and monitoring activities to identify and mitigate potential operational risks.
• Lead projects and business initiatives focused on onboarding, operational improvement, and process optimization.
• Partner with technology and business teams as a subject matter expert to develop business requirements and support testing efforts.
• Analyze business and operational data to identify trends, strengthen client relationships, and support business growth opportunities.
• Participate in client engagements related to new products, services, and significant business changes.
• Provide guidance and support to less experienced team members while contributing to the achievement of team objectives.

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

• Bachelor's degree or the equivalent combination of education and experience required.
• Typically 3-5 years of experience in transfer agency operations, investor services, asset servicing, fund administration, or a related financial services environment preferred.
• Experience supporting client onboarding, account conversions, operational risk management, or process improvement initiatives preferred.
• Strong analytical and problem-solving skills with the ability to evaluate data, identify trends, and develop actionable recommendations.
• Demonstrated ability to manage multiple priorities and collaborate effectively across operations, technology, and business teams.
• Experience participating in projects, system enhancements, user acceptance testing, or business transformation initiatives preferred.
• Strong communication, organizational, and stakeholder management skills.
• Applicable local or regional licenses and certifications as required by the business.

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.