Convergex
Director, Custody Tax Product Management
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Director, Global Tax Product Management
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 is all about. Join us and be part of something extraordinary.
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.
In this role, you’ll make an impact in the following ways:
- Reporting to the Global Head of Tax within the Enterprise Custody Services platform, you will be responsible for leading the delivery on 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. You will 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 clear timelines, KPIs, and change management to drive client satisfaction
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To be successful in this role, we’re seeking the following:
- Experience working at a global custodian, global asset manager and/or Big 4 firm working on international custody tax matters impacting global clients with a deep knowledge on 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 required together with an ability to prioritize workload and multi-task activities for timely delivery and conclusion
- Proficient user for MS Office packages (Word, Excel, PowerPoint). Experience of Agile methodologies and tools including JIRA would be an asset but not mandatory
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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.
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