Operations

• Contact clients directly to troubleshoot and correct errors or exceptions and handle inquiries
• Respond independently to phone, email, and other inquiries regarding supported services
• Provide daily reconciliations and metrics
• Review daily open items to ensure proper follow-up and closure
• Meet service level agreements for daily deliverables
• Ensure assigned tasks and project deliverables are completed
• Lead the processing and timely issuance of securities
• Support clients with routine transactions and daily processes
• Provide basic technical assistance and respond to straightforward client inquiries

Client Operations Specialist

• Troubleshoot and correct client errors and exceptions and respond to inquiries.
• Respond independently to phone, email, and other client inquiries regarding supported services.
• Provide daily reconciliations and metrics.
• Review daily open items to ensure proper follow-up and closure.
• Meet service level agreements for daily deliverables.
• Ensure all assigned tasks and project deliverables are completed.
• Take a lead role in the processing and timely issuance of securities.
• Support clients with routine transactions and daily processes.
• Provide basic technical assistance and respond to straightforward client inquiries.

Client Services Representative

• Serve as the primary contact for assigned clients and oversee day-to-day relationship management
• Build and maintain strong client relationships as a trusted advisor and advocate
• Manage complex client issues and escalations with internal teams
• Develop and execute client service strategies supporting retention, satisfaction, and growth
• Lead client meetings, service reviews, and ongoing communications
• Coordinate client initiatives across internal and external stakeholders
• Understand each client’s business to identify service, adoption, and strategic growth opportunities
• Manage client master agreements and service inventories
• Support alignment on service levels, deliverables, and best practices
• Identify trends and implement improvements to enhance client experience and service delivery
• Develop client-facing materials, including performance reporting and service documentation
• Share knowledge, support colleagues, and represent the organization in client and industry settings
• Help evolve the client service model, governance routines, service commitments, and SLA enhancements

Vice President, Client Service Management

Account Executive

• Independently oversee a portfolio of existing client relationships and/or new prospects
• Drive revenue growth by deepening and expanding existing relationships and cultivating new business
• Advise senior client leadership on strategic objectives through a solutions-oriented approach
• Identify leads within existing client accounts and through industry research and prospecting
• Initiate contact with senior-level decision makers and influencers
• Leverage the firm's product offerings to meet client needs and develop customized bundled cross-product offerings
• Evaluate and structure deals, including pricing and contract terms
• Share new or emerging market opportunities with product partners
• Collaborate with client service, operations, marketing, legal, compliance, and other firm-wide teams
• Manage the full sales lifecycle, including account planning, sales hygiene, profitability, retention, and client satisfaction
• Maintain accurate client and deal information in eCRM and reporting platforms
• Foster internal cross-collaboration and connect resources across the firm
• Stay informed about the firm's products and offerings
• Achieve organic incremental growth goals within the assigned client portfolio
• Provide guidance to less experienced Client Coverage members as needed

Senior Vice President, Client Executive

• Oversee and optimize day-to-day operations for efficiency, productivity, and strategic alignment
• Handle complex external client issues, ongoing client servicing, and product implementations
• Communicate needs and issues with internal and external clients
• Allocate and coordinate work within a team or project
• Lead and manage client requests
• Develop and implement strategies to streamline processes and reduce costs
• Monitor KPIs and maintain quality assurance across operational activities
• Contribute to platform team objectives
• Collaborate with department leads, team members, and business partners
• Foster a supportive and motivated work environment
• Assist with training and performance evaluations for operational staff
• Plan, allocate, and monitor financial resources and operational budgets
• Collaborate with leadership on short-term and long-term objectives
• Identify opportunities to improve operational effectiveness and scalability
• Contribute to policies and procedures supporting growth
• Ensure compliance with legal, regulatory, and industry standards
• Identify and mitigate operational risks
• Maintain accurate records and documentation

Vice President, Client Operations Manager

• Directly contact clients to troubleshoot and correct errors/exceptions and respond to inquiries
• Independently assist clients by responding to phone, email, and other inquiries regarding supported services
• Provide daily reconciliations and metrics
• Review daily open items to ensure proper follow-up and closure
• Meet service level agreements for daily deliverables
• Ensure tasks and assigned project deliverables are completed
• Prepare, participate in, and conduct requested internal and external training
• Provide client support for routine transactions and daily processes
• Provide basic technical assistance to clients
• Prepare daily, weekly, monthly, quarterly, semi-annual, and annual metric, business, and management reports
• Support the Operations Manager on special tasks and projects

Senior Specialist, Client Operations

Vice President

• Lead comprehensive financial analysis and reporting to support strategic business decisions
• Develop and implement financial models and forecasts for business planning and performance evaluation
• Collaborate with cross-functional teams to provide financial insights and recommendations
• Monitor financial performance against budgets and forecasts, identifying trends and variances
• Ensure compliance with financial regulations and standards through robust financial controls and processes
• Support senior leadership in strategic planning by delivering accurate and timely financial information and analysis

Vice President, Business & Function Finance

• Directly contact clients to troubleshoot and correct errors/exceptions and respond to inquiries
• Independently respond to phone, email, and other client inquiries regarding supported services
• Provide daily reconciliations and metrics
• Review daily open items to ensure proper follow-up and closure
• Meet service level agreements for daily deliverables
• Ensure assigned tasks and project deliverables are completed
• Prepare, participate in, and conduct internal and external training
• Provide daily, weekly, monthly, quarterly, semiannual, and annual metric, business, and management reporting
• Support the Operations Manager on special tasks and projects

• Lead the execution of client transactions, ensuring accuracy and timeliness
• Collaborate with cross-functional teams to optimize transaction workflows and reduce operational risks
• Serve as a subject matter expert in client processing
• Provide guidance and training to junior team members
• Monitor and analyze transaction processing metrics
• Identify trends and implement process improvements
• Engage with clients to resolve complex transaction-related issues
• Maintain strong client relationships
• Drive process innovation initiatives using industry best practices

Vice President, Client Processing – Loans Enablement

Events

• Lead the strategy and execution of internal and external executive programs, including peer roundtables, client engagements, leadership gatherings, and thought-leadership platforms
• Lead BNY’s participation in and activation around major global events
• Oversee programs involving senior executives, clients, prospects, partners, and internal stakeholders across markets
• Evaluate, activate, and maximize strategic event sponsorships
• Oversee sponsorship rights and benefits, executive engagement, client programming, and brand activation
• Advise senior leaders and their teams on executive briefings, engagement strategy, speaking requirements, stakeholder coordination, and onsite support
• Translate business objectives and audience insights into distinctive experiences
• Oversee end-to-end program delivery, including venues, production, creative, agencies, vendors, hospitality, registration, travel, security, protocol, run-of-show, and onsite execution
• Own program budgets and oversee agency and vendor relationships, contracting, negotiations, and financial performance
• Establish success measures and evaluate engagement, audience quality, business outcomes, sponsorship value, and ROI
• Develop scalable processes, playbooks, and standards for executive and global event programs

VP, Events, Experiences – Sponsorships

• Serve as the primary service escalation for a portfolio of high-value clients
• Develop and execute client retention strategies
• Monitor and assess client health through reviews, metrics, and feedback loops
• Identify potential risks and implement preventative actions
• Collaborate with Operations, Product, Risk, and Legal stakeholders
• Resolve complex client service issues
• Collaborate with Client Coverage Sales and Relationship Management
• Anticipate client needs and monitor market trends, regulatory changes, and BNY-initiated change
• Advocate for clients in product development, service enhancements, and process improvements
• Uphold governance, risk management, and compliance standards

Senior Vice President, Client Service Executive – Government Solutions

• Serve as the primary service escalation for a portfolio of high-value clients
• Develop and execute client retention strategies
• Monitor and assess client health through reviews, metrics, and feedback loops
• Identify potential risks and implement preventative actions
• Collaborate with Operations, Product, Risk, and Legal to deliver seamless service and resolve complex issues
• Partner with Client Coverage Sales and Relationship Management to drive service success and future commercial opportunities
• Anticipate client needs and stay informed on market trends, regulatory changes, and BNY-initiated change
• Offer proactive insights and solutions
• Advocate for clients in product development, service enhancements, and process improvements
• Uphold governance, risk management, and compliance standards

Director, Client Service Executive Manager – Government Solutions

• Develop and implement client service strategies using in-depth knowledge of client operations and industry best practices
• Lead initiatives to enhance client satisfaction and operational efficiency
• Continuously evaluate and improve service delivery processes
• Ensure compliance with regulatory requirements and company policies
• Maintain up-to-date knowledge of industry standards and implement necessary changes
• Collaborate with cross-functional teams to address client needs
• Resolve complex client issues

Vice President, Client Operations

Product Manager

• Elicit, analyze, document, and manage business, operational, technical, compliance, and regulatory requirements
• Partner with business stakeholders, engineering, operations, risk, compliance, legal, cybersecurity, and external vendors
• Translate complex requirements into actionable delivery plans
• Develop business requirements, process flows, user stories, use cases, and acceptance criteria
• Facilitate requirements workshops, backlog grooming, testing reviews, and stakeholder meetings
• Coordinate user acceptance testing, defect triage, issue resolution, and readiness assessments
• Support operational procedures, controls, training materials, onboarding documentation, and governance artifacts
• Monitor project risks, dependencies, assumptions, and decisions, with documentation and escalation
• Prepare executive updates, status reporting, metrics, and implementation readiness materials
• Ensure solutions comply with audit, regulatory, privacy, security, and government contract requirements
• Drive continuous improvement in efficiency, scalability, control effectiveness, and client experience

Vice President – Product Management

• Manage overnight and intraday loan portfolios supporting the credit needs of financial market participants
• Interact daily with Financial Market Utilities and Broker Dealer Clients regarding trading activity and settlement/margin obligations
• Manage lending transactions from inception to closing
• Structure secured and unsecured lending solutions to client liquidity needs
• Analyze complex transactions and present findings
• Exercise lending and analytical judgment and make timely decisions
• Analyze financing purpose, repayment sources, and collateral quality in response to credit requests
• Monitor assigned borrowers’ news, financial statements, earnings reports, rating agency reports, analyst reports, and industry reports
• Recommend re-ratings of internal borrower credit ratings when appropriate
• Assist risk management efforts and develop documentation and reporting
• Collaborate with senior relationship managers, portfolio management, client executives, and analyst teams
• Identify existing and emerging risks based on industry trends, economic conditions, and current events

Client Operations Specialist

Client Operations Specialist

Vice President, Client Service Management

Senior Vice President, Client Executive

Vice President, Client Operations Manager

Senior Specialist, Client Operations

Vice President, Business & Function Finance

Senior Specialist, Client Operations

Vice President, Client Processing – Loans Enablement

VP, Events, Experiences – Sponsorships

Senior Vice President, Client Service Executive – Government Solutions

Director, Client Service Executive Manager – Government Solutions

Vice President, Client Operations

Vice President – Product Management

Senior Vice President, Broker-Dealer Lending