Senior Specialist, Private Banking Team Lead
BNY · Boston
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- Company
- BNY
- Location
- Boston
- Posted
- August 13, 2026
About this job
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.…
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