Specialist II, Corporate Trust Transaction Management

Position Overview

BNY is seeking a future team member for the role of Specialist II, Corporate Trust Transaction Management to join the Global Corporate Trust team. This role is located in New York, NY; Pittsburgh, PA; or Houston, TX.

Responsibilities

• Facilitate client onboarding activities and associated responsibilities.
• Ensure transactions are established correctly and mitigate risk through thorough document review while meeting client objectives.
• Monitor and ensure compliance with applicable regulations, internal policies, and client requirements during the onboarding process.
• Identify opportunities to improve process documentation accuracy and enhance service delivery.
• Accurately enter and maintain deal information in internal systems and databases, ensuring data integrity and compliance with internal data governance standards.
• Identify, escalate, and help mitigate potential risks associated with the onboarding process.
• Coordinate moderately complex information and tasks with team members and internal and external parties while reviewing transaction terms.
• Escalate potential issues to senior team members, as appropriate.
• Ensure BNY remains compliant with applicable regulations, policies, and procedures.
• Identify and apply AI-enabled tools, where appropriate, to improve the efficiency, accuracy, and timely completion of assigned tasks while maintaining compliance with applicable policies and procedures.

Qualifications

• Bachelor’s degree or above, preferably in finance or a related area, or an equivalent combination of education and experience.
• One to three years of total work experience preferred.
• Experience in deal onboarding or corporate trust operations.
• Knowledge of regulatory frameworks affecting investment banking and trust operations.
• Proven ability to take initiative, work independently, and manage assigned responsibilities in a timely and effective manner.
• Strong attention to detail and accuracy in reviewing documentation, processing transactions, and maintaining records.

About BNY

At BNY, our culture enables employees’ growth and success while helping us run our company better. 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, drive transformative solutions, and redefine industries worldwide.

Recognized as a top destination for innovators, BNY brings together bold ideas, advanced technology, and exceptional talent to power the future of finance.

Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune, 2025
• “Most Just Companies,” Just Capital and CNBC, 2025

Benefits and Rewards

BNY offers competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay-for-performance philosophy. Employees have access to flexible global resources and tools, health and resilience programs, financial resources, and generous paid leave, including paid volunteer time.

Eligible employees may participate in a 401(k) plan and Company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents. Additional benefits may include paid time off, such as vacation and sick time, depending on the position offered.

Additional Information

BNY is an Equal Employment Opportunity/Affirmative Action Employer, including for underrepresented racial and ethnic groups, females, individuals with disabilities, and protected veterans.

BNY assesses market data to ensure a competitive compensation package. The expected base salary for this position at the start of employment can be found in the Job Info section of the posting. Base salary may vary depending on factors such as market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package and may include eligibility for an annual discretionary incentive award.

If hired, the employee will be in an “at-will” position. The Company reserves the right to modify base salary and other discretionary payments or compensation programs at any time, including based on individual or team performance and market factors.

Learn more about BNY through the BNY Newsroom and BNY LinkedIn.