Why This Role Stands Out
This SVP role at BNY offers a unique opportunity to lead critical fund governance and oversight, impacting a significant portion of global investible assets within a culture that fosters innovation and employee growth. You'll thrive here if you have a strong background in financial services leadership and a passion for driving transformative solutions in a hybrid work environment. Join BNY and be part of shaping the future of finance.
Quick Overview
Job Description
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.
BNY Investments are seeking a future team member for the role of Fund Governance and Oversight at SVP level, who will lead governance and fiduciary oversight activities performed in connection with BNY’s role as Directed Trustee of Collective Investment Trust and Fund(s).
The role will be accountable for maintaining effective oversight frameworks, coordinating with internal and external stakeholders, and ensuring fund operations remain aligned with governing documents, client requirements, and applicable regulatory standards.
This role is based in our Pittsburgh, PA office.
In this role, you’ll make an impact in the following ways:
- Oversee fund governing documents, annual reviews, amendments, new fund launches, and changes to fund structures or eligibility requirements.
- Direct post-trade compliance, account reviews, NAV oversight, exception escalation, and remediation of valuation or operational issues.
- Monitor admissions, withdrawals, corporate actions, dividend investment activity, and compliance with fund-specific restrictions.
- Lead fund liquidation and wind-down activities, including coordination of liabilities, expenses, asset distributions, and required approvals.
- Oversee custodians, investment managers, administrators, and other service providers, ensuring appropriate delegation, controls, documentation, and escalation.
- Partner with Legal, Compliance, Risk, Operations, Product, Distribution, and client stakeholders to maintain regulatory readiness and effective governance.
Role requirements:
- Senior leadership experience in collective investment trusts, fiduciary governance, asset servicing, fund operations, compliance, or a related financial services function.
- Strong knowledge of OCC Regulation 9 and related fiduciary requirements, with demonstrated ability to exercise sound judgment, lead complex cross-functional matters, oversee third parties, and communicate effectively with senior. management, clients, auditors, and regulators.
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.Similar jobs
- IN
Tax Expert - Retail
NewIntuit
Edison, New Jersey🇺🇸$33 - $36/hrOn-site20 minutes agoCPATax PreparationFinance - IN
Business Tax Expert - TurboTax Store (New York)
NewIntuit
Paramus, New Jersey🇺🇸$33 - $40/hrOn-site20 minutes agoQuickBooksReconciliationTax PreparationFinance - IN
Tax Expert - TurboTax Store (New York)
NewIntuit
Bridgeport, Connecticut🇺🇸$33 - $36/hrOn-site20 minutes agoCPATax PreparationFinance - IN
Tax Expert - TurboTax Store (New York)
NewIntuit
Jersey City, New Jersey🇺🇸$33 - $36/hrOn-site20 minutes agoCPATax PreparationFinance - NE
Treasury Services Specialist
NewNorth Easton Savings Bank
South Easton, Massachusetts🇺🇸$25 - $30/hrOn-site20 minutes agoTreasuryFinance - IN
Tax Expert - Retail
NewIntuit
Norwalk, Connecticut🇺🇸$33 - $36/hrOn-site20 minutes agoCPATax PreparationFinance - IN
Tax Expert - TurboTax Store (New York)
NewIntuit
Norwalk, Connecticut🇺🇸$33 - $36/hrOn-site20 minutes agoCPATax PreparationFinance - IN
Business Tax Expert - TurboTax Store (New York)
NewIntuit
New Brunswick, New Jersey🇺🇸$33 - $40/hrOn-site20 minutes agoQuickBooksReconciliationTax PreparationFinance - IN
Tax Expert - TurboTax Store (New York)
NewIntuit
Hoboken, New Jersey🇺🇸$33 - $36/hrOn-site20 minutes agoCPATax PreparationFinance - CS
Director, Family Governance Advisor- Wealth Strategies Group
NewCharles Schwab
Westlake, OH🇺🇸On-site15 hours agoFinance - CS
Sr Manager, Tax Planning Specialist
NewCharles Schwab
Westlake, OH🇺🇸On-site15 hours agoCPAFinance - CS
VP, Financial Consultant- Indian Wells, CA
NewCharles Schwab
Palm Desert, CA🇺🇸Hybrid15 hours agoRisk ManagementFinance