Vice President, Shareholder Services Manager

Reposted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech • Financial Services
The Role
The Vice President, Investor Reporting will oversee client operations, enhance service delivery, manage relationships, ensure compliance, and drive continuous improvement within Wealth Services Operations.
Summary Generated by Built In

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, Investor Reporting to join our Wealth Services Operations team. This role is located in Manchester.

The Vice President, Investor Reporting plays a pivotal role in overseeing and enhancing client operations and reporting functions within BNY. This position is critical in ensuring that client service standards are met and exceeded by effectively managing client relationships and operational processes. By aligning with BNY's strategic pillars and principles, the role contributes to fostering a culture of trust, operational excellence, and client-centric service. Emphasizing collaboration and innovation, this position supports the organization's commitment to delivering exceptional client experiences and operational efficiency.

BNY’s Wealth Services platform is a dynamic, next-generation ecosystem that leverages advanced data analytics, intuitive digital tools, and seamless third-party integrations to streamline operations and empower advisors to deliver personalized, world-class wealth experiences at unprecedented scale.

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

  • Play a key role within client investor 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 related field required.  Advanced degree or professional certifications in finance or business administration preferred.
  • Several years of client service and management experience.  Experience in financial services operations, wealth operations and client service preferred.
  • Strong leadership and collaboration skills across diverse teams, with excellent interpersonal skills for client interactions. 
  • Demonstrable interest in continuous learning and delivery of process improvements, including the use of digital tools and AI.

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 related field
  • Several years of client service and management experience
  • Experience in financial services operations, wealth operations, and client service preferred
  • Strong leadership and collaboration skills
  • Excellent interpersonal skills for client interactions
  • Demonstrable interest in process improvements

BNY Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BNY and has not been reviewed or approved by BNY.

  • Healthcare Strength Health coverage includes comprehensive options with a $0‑premium plan for eligible lower earners, expanded mental‑health support with personalized therapy, and strong income protection through short‑ and long‑term disability. These features have been recently enhanced and are paired with dental and vision coverage.
  • Parental & Family Support Parental leave provides 16 weeks of fully paid time for all parents, with added support such as adoption assistance. This breadth offers strong coverage for major family events.
  • Retirement Support The 401(k) program includes a company match and Roth options to support long‑term savings. Additional financial programs like tuition assistance and savings vehicles complement retirement readiness.

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The Company
HQ: New York, NY
41,739 Employees

What We Do

We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. For 240 years we have partnered alongside our clients to create solutions that benefit businesses, communities and people everywhere.

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