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 Vice President, Client Operations Manager. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Lead the client operations and reporting team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles
- Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions
- Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting
- Serve as the primary point of contact for key clients, addressing their needs and concerns with professionalism and expertise
- Monitor and analyze performance metrics to identify areas for improvement and implement corrective actions to enhance client satisfaction
- Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management
To be successful in this role, we’re seeking the following:
- Bachelor's degree in business, Finance, or a related field
- Advanced degree or relevant certifications are a plus
- 4-7 years of securities brokerage experience and 0-1 years of management experience
- Experience in Registered Investment Advisory (RIA) client operations and/or client services is preferred
- Strong leadership and team management skills
- Excellent analytical and problem-solving abilities
- Effective communication and interpersonal skills for client interaction and collaboration across teams
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.
Skills Required
- Bachelor's degree in business, Finance, or a related field
- Advanced degree or professional certification
- 7-12 years of professional experience
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Proficiency in client service operations and understanding of industry regulations
