At a Glance
- Tasks: Lead and improve operations in mutual funds and investment processes.
- Company: Join BNY Pershing, a global leader in financial services.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic environment with opportunities for process improvement and team development.
- Why this job: Step into a leadership role and make a real impact in financial operations.
- Qualifications: Experience in financial services operations and strong leadership skills.
The predicted salary is between 60000 - 80000 £ per year.
- Senior Operations Leader – Mutual Funds / Investment Operations
- Fund Operations | Wealth Operations | Custody | Asset Servicing | Platform Operations
- Manchester, England | Hybrid – 4 days onsite
- Overview
- We are partnering with
- BNY Pershing to hire a senior operations leader within the
Mutual Funds / Investment Operations function. This is an excellent opportunity for an experienced financial services operations professional who has led teams within fund operations, wealth operations, custody, platform operations, asset servicing, settlements, reconciliations, or investment administration and is ready to take on a broader leadership role.
You do not need to come from a purely mutual funds background, but you should bring strong operational leadership, a control mindset, and experience working in a regulated, high-volume financial services environment.
The Opportunity
You will play a key role in leading and improving operational delivery across a mutual funds operations function, supporting activity such as:
- Fund manager account openings
- Fund trading activity, including STP and manual processes
- Fund settlements
- Share class conversions
- Operational controls and risk management
- Client and stakeholder escalations
- Process improvement, automation, and operational efficiency
This role would suit someone who enjoys being close to the operation while also contributing to wider strategy, governance, people leadership, and transformation.
Key Responsibilities
- Lead, coach, and develop operational teams and people managers
- Build a culture of accountability, ownership, and strong service delivery
- Support performance management, training, succession planning, and team development
- Help teams operate effectively in a high-volume, deadline-driven environment
- Operational Delivery
- Oversee day-to-day delivery across fund / investment operations processes
- Ensure work is completed accurately, efficiently, and in line with agreed SLAs
- Act as an escalation point for complex operational, client, and risk issues
- Support strong delivery across trading, settlements, onboarding, due diligence, and exception management activity
- Risk, Controls & Governance
- Maintain and improve operational controls, procedures, and governance routines
- Monitor KPIs, KRIs, service levels, and operational performance
- Support audit, regulatory, business continuity, and records management requirements
- Promote a strong risk‑aware culture across the team
- Stakeholder & Client Management
- Work closely with internal teams across Operations, Risk, Compliance, Technology, Product, and Client Service
- Support client and stakeholder queries, escalations, and service improvements
- Build strong relationships with fund managers, custodians, transfer agents, and internal partners where relevant
- Identify opportunities to improve processes, reduce manual activity, and increase scalability
- Support automation, workflow improvement, and operational transformation initiatives
- Use MI, data, and reporting to drive better decision‑making and performance management
- What We’re Looking For
- We are open to candidates from a range of relevant operational backgrounds, including:
- Mutual Funds Operations
- Transfer Agency
- Custody Operations
- Wealth Operations
- Platform Operations
- Investment Operations
- Settlements
- Reconciliations
- Corporate Actions
- Securities Operations
- Pensions / SIPP / ISA platform operations with transferable experience
- Strong experience in financial services operations
- People leadership experience, ideally including team managers or operational teams
- Experience managing operational delivery, service levels, controls, and escalations
- Exposure to reconciliations, settlements, trade processing, onboarding, client servicing, or investment administration
- Strong stakeholder management and communication skills
- Good understanding of operational risk, governance, and control frameworks
- Ability to drive process improvement and operational efficiency
- Strong Excel / MI / reporting capability
- Mutual funds, fund administration, or transfer agency experience
- Custody, asset servicing, or wealth platform operations experience
- Fund trading, fund settlements, or share class conversion exposure
- Experience dealing with fund managers, custodians, transfer agents, or outsourced providers
- Experience leading migrations, offshoring, automation, or operating model change
- Exposure to systems such as Bloomberg, Sim Corp, FNZ, Pershing, Aladdin, or similar platforms
Why Apply?
This is a strong opportunity for someone who wants to step into a broader leadership role within a global financial services organisation.
You will join a function with real opportunity to improve processes, develop people, strengthen controls, and support ongoing operational transformation.
This role may suit an established senior operations manager or a strong VP / operations manager ready for the next step.
How to Apply
Apply directly via Linked In.
Open to a confidential discussion – feel free to reach out.
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Senior Operations Leader – Mutual Funds / Investment Operations in Manchester employer: BNY Pershing
At BNY Pershing, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Manchester. Our commitment to employee growth is evident through comprehensive training programs and leadership development opportunities, ensuring that our team members thrive in their careers while contributing to meaningful operational improvements in the financial services sector. With a hybrid working model and a focus on accountability and service excellence, we provide a supportive environment where you can make a real impact.
