Senior Specialist, Private Banking Team Lead - Boston, MA

Job overview

The Senior Specialist, Private Banking Team Lead role is an onsite position based in Boston, MA. This role supports the private banking team at BNY. This role exists to support private bankers and manage the end-to-end onboarding and maintenance of banking relationships. The team lead contributes to the team by ensuring operational excellence, risk management, and a seamless client experience.

What you'll do

• Support private bankers in relationship acquisition and onboarding.
• Own the onboarding process for banking and lending relationships.
• Coordinate KYC, AML, and due diligence requirements.
• Manage documentation and approvals.
• Serve as a subject matter resource for complex account structures.

What we're looking for

Skills & competencies

full-time

day shift

boston ma

bny

private banking

wealth management

banking

leadership

no on-call

financial services

Work arrangement

• Weekend coverage required

Benefits & perks

• Global company benefits, growth opportunities, professional development.

Why this role

Leadership role, complex account management.

About the employer

BNY is hiring for this role. Industry: Commercial Banking. Sector: 52.