Job Description

Team Lead, Client Processing

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 Team Lead, Client Processing to join our Loans Enablement Operations team. This role is located in Houston, TX

In this role, you’ll make an impact in the following ways:

• Provide team leadership for the day-to-day operations of the client processing support team.
• Lead the day-to-day activities and initiatives of the team, developing and scheduling appropriate levels of staff.
• Direct staff to maximize their ability to function effectively as a cohesive team and provide support to business and technology managers.
• Monitor account workflows and processing issues to identify systematic patterns requiring adjustments to policies and procedures; provide support, consulting, and problem resolution activities.

To be successful in this role, we’re seeking the following:

• Associate's degree in a related discipline or equivalent combination of education and experience is required; Bachelor's degree preferred.
• 7+ years of technical and/or management experience preferred; experience in the securities or financial services industry is preferred.
• Applicable FINRA licenses preferred (e.g., Series 7, 63, etc.) in regulated areas of the firm.
• Experience handling complex client inquiries and requests, training staff in technical tools and compliance with company policies and industry regulations.
• Proven people leadership skills with responsibility for a small client processing team and supervisory review and approval actions.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn

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.