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Senior Specialist, Private Banking Team Lead

The Bank of New York MellonBoston, MA
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site

Job Description

JobID: 80554

Category: Private Banking

JobSchedule: Full time

Posted Date: 2026-08-13T15:31:40+00:00

JobShift: Day

Base Salary Min: 59000

The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end onboarding and maintenance of private banking relationships. This role supports a seamless client experience across deposit and lending products through strong operational execution, relationship support, and risk management.

The PBA manages the onboarding process from client intake through account opening, funding, and documentation completion. In partnership with clients, bankers, KYC teams, underwriting, and operations, the PBA ensures all requirements are completed accurately, efficiently, and in accordance with bank policy.

This role is located in Boston, MA.

Key Responsibilities:

  • Support Private Bankers in the acquisition, onboarding, and expansion of client relationships.
  • Participate in client meetings, coordinate follow-up activities, and assist with pipeline progression through funding.
  • Own the onboarding process for new banking and lending relationships.
  • Gather and validate client information required for account opening and regulatory review.
  • Complete and coordinate KYC, AML, CIP, beneficial ownership, and related due diligence requirements.
  • Manage onboarding timelines, documentation, approvals, and exception resolution.
  • Support onboarding and maintenance for deposit products, including checking, savings, money market, CDs, cash management accounts, and complex ownership structures.
  • Support onboarding for private banking lending products, including investment credit lines, securities-based lending, residential lending, and other credit solutions.
  • Partner with bankers, underwriters, credit teams, KYC, and operations to ensure timely and accurate execution.
  • Ensure all activities comply with regulatory and internal policy requirements.
  • Identify and escalate operational, compliance, documentation, and fraud risks.
  • Serve as a subject matter resource for onboarding requirements and complex account structures, including trusts, estates, LLCs, family partnerships, businesses, and family office relationships.

To be successful in the role, we are seeking the following:

  • 3-5 years of total work experience in an operational and/or client services field is preferred.
  • Experience supporting client onboarding, account opening, or relationship management within private banking, wealth management, or financial services.
  • Knowledge of KYC, AML, CIP, beneficial ownership, and related onboarding requirements.
  • Familiarity with deposit products, lending processes, and client documentation requirements.
  • Experience handling complex account structures, including trusts and entities.
  • Strong organizational, communication, and cross-functional coordination skills.
  • High attention to detail, sound judgment, and strong risk awareness.

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FAQs About Senior Specialist, Private Banking Team Lead Jobs at The Bank of New York Mellon

What is the work location for this position at The Bank of New York Mellon?
This job at The Bank of New York Mellon is located in Boston, MA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Bank of New York Mellon?
Employer has not shared pay details for this role.
What employment applies to this position at The Bank of New York Mellon?
The Bank of New York Mellon lists this role as a Full-time position.
What experience level is required for this role at The Bank of New York Mellon?
The Bank of New York Mellon is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at The Bank of New York Mellon?
You can apply for this role at The Bank of New York Mellon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.