Director – Group Lead Client Activation

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 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 #LifeAtBNY is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Director, Group Lead Client Activation to join our Fund Services (Accounting and Administartion Platform) team. This role is located in NYC, NY.

In this role, you’ll make an impact in the following ways:

We are seeking an experienced Director to lead our Client Activation, Onboarding, and Integration function. This pivotal role ensures seamless and scalable onboarding experiences for institutional and enterprise clients, aligning with business goals, technical requirements, and service excellence standards. The ideal candidate has deep expertise in program execution, engineering-led integration, and cross-functional delivery management.

Client Onboarding & Activation

• Own the full lifecycle of client onboarding—from initial scoping and due diligence to technical integration, testing, launch, and transition to business-as-usual (BAU) operations.
• Translate client requirements into technical onboarding strategies and end to end solutioning across Fund Services, balancing customization with standardized integration methods to maintain scale and efficiency.
• Collaborate with Solution Architects and Product Managers to craft onboarding blueprints tailored to each client’s technology stack and operating model.
• Lead client-facing workshops and technical discovery sessions to gather business logic, systems landscape, integration dependencies, and security considerations.
• Develop and maintain onboarding runbooks and client-specific activation roadmaps to ensure accountability and alignment.
• Define success metrics (e.g., time to value, integration readiness score, activation NPS) and actively monitor performance across client cohorts.
• Establish onboarding readiness checks, QA gates, and go-live governance frameworks to mitigate risks.
• Serve as the escalation point for complex onboarding challenges, driving resolution in collaboration with technology and operations.

Integration Leadership

• Lead solution design and implementation of custom client integrations across APIs, data pipelines, and core platforms
• Partner with Engineering and Data Architecture to ensure client integration aligns with internal standards for scalability, performance, and information security.
• Serve as a technical escalation lead during integration issues, ensuring timely root cause analysis and resolution.

Program & Initiative Management

• Drive large-scale client initiatives, migrations, and transformation projects with measurable KPIs and stakeholder accountability.
• Establish governance routines (steering committees, executive updates) and risk mitigation frameworks.
• Leverage agile and hybrid methodologies to manage multi-stream workstreams across global teams.

Client Experience & Service Recovery

• Lead continuous improvement of issue triage, root cause analysis, and service recovery models.
• Collaborate with client success, legal, compliance, and support to ensure frictionless client journeys.

Key Competencies

• Client obsession with technical depth
• Systematic program leadership and accountability
• Deep solution design and problem-solving mindset
• Stakeholder communication and executive presence
• Operational rigor with agility and scale
• Process improvement and automation mindset

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in Business or a related discipline, or equivalent work experience required
• 12+ years of relevant experience in client onboarding, technology integration, enterprise delivery, or professional services.
• Proven track record leading enterprise-scale programs and engineering builds across financial services, fintech, or SaaS domains.
• Executive presence with strong communication skills for client-facing leadership and internal alignment.
• Experience with platforms such as Salesforce, ServiceNow, Jira, and integration middleware preferred.
• PMP, Agile, or Six Sigma certifications are a plus.

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

 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.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $300,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.