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Lead a dynamic Middle Office team as Senior Specialist at BNY, Lake Mary.
Drive operational excellence, mentor staff, and ensure compliance in a fast‑paced financial environment.
Senior Specialist, Middle Office Team Lead
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 Senior Specialist, Middle Office Team Lead, to join our Integrated Middle Office Solutions team. This role is located in Lake Mary, FL.
In this role, you’ll make an impact in the following ways:
- Serves as team supervisor/manager for day-to-day operations of a medium to large-sized Middle Office support team.
- Manages daily activities for a Middle Office support team servicing multiple funds and aligns team resources to complete daily tasks.
- Oversees review of data, issue escalations, and complex matters; acts as the first line supervisor for task assignment and issue resolution.
- Directs, motivates, and develops staff while ensuring work quality, compliance with service level agreements, and proper review/documentation of work.
- Provides oversight on review of exceptions, manages escalation and correction of errors, and resolves complex escalated issues.
- Provides product knowledge and technical assistance on moderately complex problems and serves as the team’s initial escalation point.
- Prepares performance reviews, provides ongoing feedback, and helps develop team objectives.
To be successful in this role, we’re seeking the following:
- High school/secondary school or equivalent combination of education and experience is required.
- Bachelor’s degree is a plus.
- Mutual fund industry background is preferred.
- 5–7 years of technical and/or supervisory experience is preferred.
- Experience in accounting support or the mutual fund industry is preferred.