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Provide complex analytics, reporting, and automation for client processing systems; manage and resolve moderate-to-complex external client issues; participate in product development, testing, and enhancements; mentor and support junior staff; may perform supervisory review, training, and approval tasks. Leverage brokerage processing knowledge to ensure timely, accurate high-value transaction processing.

Lead a team of accounting professionals responsible for fund and client accounting. Oversee preparation and review of financial statements, ensure regulatory compliance, collaborate with stakeholders to resolve accounting issues, and drive process improvements and efficiency.

Lead multiple fund/client accounting teams to calculate NAVs, allocate expenses, determine fund performance, prepare reports, and resolve escalated client and team accounting issues. Manage resource allocation, ensure adherence to policies, and maintain client relationships across assigned funds and measurement cycles.

Lead and manage a fund and client accounting team, oversee preparation and review of financial statements, ensure regulatory compliance, drive process improvements, collaborate with stakeholders, and coach team members for career development.

Drive adoption of BNY's Delegated FX solutions by engaging institutional clients, building pipeline, and converting opportunities. Meet financial targets through proactive business development, client relationship management, and cross-functional coordination. Use data-driven insights, AI tools, and commercial materials to tailor solutions and remove execution barriers.

Support portfolio managers by performing complex domestic and international portfolio analysis, preparing trades, monitoring compliance, generating performance attribution and analytics, responding to data requests, and producing reports to inform investment and business decisions.

Provide fiduciary administration and advisory support to UHNW/HNW clients, interpret trust provisions, manage risk, coordinate with legal/tax advisors, support estate/charitable administration, drive business development, and mentor junior staff while ensuring compliance with fiduciary standards.

Provide complex client service and support including phone interaction, transaction processing, reconciliations, and account updates. Serve as primary client contact, ensure regulatory compliance, investigate and resolve account problems, collaborate with technology teams to improve systems, escalate complex issues, and review or allocate work for other client processing staff.

Lead and manage a team delivering fund and client accounting services; oversee financial statement preparation and compliance; collaborate with stakeholders to resolve accounting issues; drive process improvements and technology adoption; foster team development and uphold firm principles of integrity and client focus.

Lead and manage a fund/client accounting team, oversee preparation and review of financial statements for accuracy and compliance, collaborate with stakeholders to resolve accounting issues, and drive process improvements and efficiency using technology and best practices.