Transaction and Contracts Manager
Listed on 2026-08-29
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Finance & Banking
Banking & Finance, Financial Compliance, Banking Operations, Risk Manager/Analyst
At BNY, our culture allows us to run our company better and enables you to grow and succeed. 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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.
Job SummaryWe are seeking two Transaction and Contracts Managers to support BNY’s Corporate Trust organization, working within either Conventional Debt or Structured Debt/Structured Finance. This is a specialized, client-facing role responsible for supporting new transactions from contract review through onboarding, account opening, and deal readiness.
The Transaction Managers will serve as a key point of coordination between clients, internal teams, relationship managers, operations, and legal counsel, ensuring transaction documentation is properly reviewed, onboarding requirements are completed, issues are resolved, and deals are ready to close on schedule. The team supports some of the largest and most sophisticated clients at BNY, making relationship management and the overall client experience critical to success.
This is a 12-month contract with potential for conversion to a full-time position based on performance and business needs. The role can sit in Houston, TX or Pittsburgh, PA, with 4 days onsite per week. Standard working hours are approximately 8:00 AM–5:00 PM CT.
Key Responsibilities- Transaction & Contract Management:
Review complex transaction agreements and supporting documentation for new Corporate Trust business, including both BNY and client-provided contracts, to understand requirements and ensure transactions are properly structured for onboarding. - Client Onboarding & Deal Execution:
Own assigned transactions through the onboarding process, ensuring required activities are completed so accounts are established and deals are operationally ready to close. This is transaction/client onboarding rather than a KYC-focused role. - Account Opening Coordination:
Facilitate account-opening requirements associated with new transactions, including exposure to accounts involving foreign currencies and international markets. - Documentation & Amendments:
Coordinate with internal and external legal teams when transaction documents require amendments, additional language, or other changes necessary to meet BNY and client requirements. - Client & Relationship Management:
Serve as a client-facing resource throughout the transaction lifecycle, providing updates, managing expectations, resolving issues, and delivering a strong onboarding experience for some of the bank’s largest investment and fund-management clients. - Cross-Functional Coordination:
Partner closely with legal counsel, operations, sales, relationship management, and other internal stakeholders to move transactions efficiently from a newly won opportunity through successful implementation. - Pipeline Management:
Manage a high-volume pipeline of approximately 20–30 transactions, with individual transactions typically taking anywhere from a couple of weeks to approximately one month to complete. - Issue Resolution:
Identify potential documentation, onboarding, or operational roadblocks and coordinate appropriate internal resources to resolve issues while maintaining client relationships and transaction timelines.
- Experience with in Corporate Trust, debt capital markets, structured debt/structured finance, commercial banking, financial services operations, or a closely related environment.
- Experience with client onboarding, transaction management, account opening, or implementation processes within a financial institution.
- Strong understanding of how to review and interpret contracts and transaction documentation; candidates do not need to…
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