Vice President, Client Processing Manager I
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 and champions of inclusion, 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 Processing Manager I to join our Corporate Trust Operations team. This role is located in Houston, TX.
In this role, you’ll make an impact in the following ways:
- Manage a staff who process Lost Security, Lost Holder/Account Maintenance and Written Correspondence transactional support functions for bondholders/clients
- Knowledge of SEC Regulations and management of daily report is critical
- Acts as the team’s initial point of contact for issues requiring escalation
- Manages the daily transactional workflow within the team(s) and aligns team resources accordingly to complete daily tasks
- Prepares performance reviews and provides ongoing feedback to staff
- Knowledge of Transtar, workflow system, and collecting data for monthly metrics/KPD’s is helpful
- Contributes 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 is required
- 4-5 years of total work experience is preferred with at least 0-1 years in management
- Fundamental understanding of Lost Securities, SEC Regulation X-17 Rule 240, Lost Holder, Account Maintenance and Check Replacement
- Understanding of daily reports and the essential steps to process lost security correspondence including SEC turnaround time
- Understand legal documents/requirements sufficient to process request associated with transactions within the scope of this department
- Knowledge of monthly reporting/metrics – KPD’s, Bankwide and audit
At BNY, our culture speaks for itself, check out the latest BNY news at:
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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.
