At a Glance
- Tasks: Lead global tax initiatives and design innovative solutions for clients.
- Company: Join BNY, a leading global financial services firm with a strong culture of excellence.
- Benefits: Competitive pay, generous leave, volunteer time, and support for personal growth.
- Other info: Opportunity to work in a collaborative environment with excellent career advancement.
- Why this job: Make a real impact in a dynamic role that shapes client experiences and drives innovation.
- Qualifications: Experience in global custody tax matters and strong analytical skills required.
The predicted salary is between 70000 - 90000 £ per year.
Director, Global Tax Product Management
BNY is seeking a Director to join our Client Tax team, located in London, UK.
This leadership role spans product innovation, regulatory readiness, commercialization, and product governance, aligned to BNY’s strategic pillars: Be More for our Clients, Run our Company Better, and Power our Culture.
Responsibilities
- Reporting to the Global Head of Tax within the Enterprise Custody Services platform, leading the delivery of key strategic and client focused global tax initiatives covering withholding taxes, Financial Transaction Taxes and other securities taxes.
- Design, plan and execute a comprehensive, prioritized roadmap balancing compliance mandates, client experience, and commercial value as aligned to company priorities.
- Partner with Sales and Coverage teams to win complex custody tax deals by leading end-to-end solutioning.
Lead RFP responses, participate in client pitches and due diligence, define scalable operating and technology solutions tailored to client requirements, assess risk and control impacts, and align pricing and commercials to ensure a seamless transition from proposal to delivery.
- Oversee and accelerate the expansion of the custody tax product coverage and capabilities by identifying opportunities, prioritizing enhancements, and delivering scalable, compliant solutions.
- Manage and approve non‑standard client service requests by leading solution design and cross‑functional execution; perform assessments with corporate, business and operational partners; secure required governance/risk approvals; orchestrate cross‑functional delivery with clear timelines, KPIs, and change management to drive client satisfaction.
Qualifications
- Experience working at a global custodian, global asset manager and/or Big 4 firm on international custody tax matters impacting global clients with deep knowledge of domestic and foreign withholding taxes, tax relief systems, capital gains and financial transaction taxes.
- Strong skills in analysis, solution design, ability to lead cross‑functional teams, and hands‑on execution.
- Proven experience partnering with Sales on high‑value, complex pitches and RFPs—shaping solutions, commercials, and client presentations to drive wins.
Must have excellent written and oral communication skills.
- Self‑driven with a focus on ownership and the ability to execute on projects.
- Excellent time management skills with the ability to prioritize workload and multi‑task activities for timely delivery.
- Proficient user of MS Office packages (Word, Excel, Power Point). Experience with Agile methodologies and tools including JIRA would be an asset but not mandatory.
Benefits
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy.
Benefits include generous paid leave, paid volunteer time, and resources for personal resilience and financial goals.
EEO Statement
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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StudySmarter Expert Advice🤫
We think this is how you could land Director, Custody Tax Product Management
✨Tap into Campus Networks
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We think you need these skills to ace Director, Custody Tax Product Management
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Convergex.
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How to prepare for a job interview at Convergex
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Convergex.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Convergex employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
