Key skills
AILeadershipStakeholder Management
About this role
Director – Instruction / Trade Capture
Location: Lake Mary, Florida
Business: Fund & Investor Solutions
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, 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 Director to join our Instruction/trade capture team. The position is located in Lake Mary Florida ( 4 days in office expectation).
The Director, Instruction Capture is accountable for end‑to‑end delivery of Instruction Capture operations in the location while leading the automation and AI transformation agenda. This role owns operational performance, risk and controls, and drives the modernization of instruction intake and processing through scalable, AI‑enabled solutions.
The role requires a leader who can run complex BAU at scale and simultaneously simplify, automate, and modernize them using AI enabled solutions.
Key Responsibilities
Run the Business
- Own Instruction Capture BAU delivery for the location, ensuring accuracy, timeliness, and control adherence.
- Accountable for operational risk, audit results, regulatory compliance, and SLA performance.
- Drive standardization, process simplification and sustainable fixes to reduce manual dependency and operational risks.
- Lead issue management, root‑cause analysis, and remediation of high‑severity incidents.
Drive Automation & AI
- Own and execute the automation and AI roadmap for Instruction Capture, aligned to enterprise AI and digital strategy.
- Identify and deliver high‑impact use cases to reduce manual processing
- Partner with Technology, AI, and Process Re‑Engineering teams to deploy scalable, reusable solutions—not point automations.
- Translate operational pain points into measurable outcomes (risk reduction, capacity release, quality improvement).
Leadership & Stakeholder Management
- Lead, develop, and retain a strong leadership bench; build future‑ready skills for AI‑enabled operations.
- Act as a senior site leader in Lake Mary, collaborating closely with global delivery locations.
- Communicate clearly with senior leadership on performance, risks, and transformation progress.
Success Measures
- Stable, high quality BAU with strong audit and control outcomes
- Material reduction in manual effort through automation and AI
- AI solutions embedded into the operating model, not pilots
- Strong leadership pipeline and employee engagement
Qualifications
- Bachelor’s degree required; advanced degree preferred
- 17+ years of experience in Financial Services Operations with deep expertise in Instruction / Trade capture
- Proven experience running largescale, control‑intensive operations
- Demonstrated success leading automation, AI, or digital transformation initiatives
- Strong understanding of risk, controls, and governance in regulated environments
Experience leading global teams and influencing across functions
At BNY, our culture speaks for itself, check out the latest BNY news at:
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.