BNY
Overview
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Director, Group Lead Client Activation
role at
BNY . This role is located in NYC, NY. At BNY, our culture enables employees’ growth and success. We influence a significant portion of the world’s investible assets and use cutting-edge AI and technology to deliver transformative solutions for clients and communities. We are seeking a Director to lead our Client Activation, Onboarding, and Integration function within the Fund Services (Accounting and Administration Platform) team. Responsibilities
Own the full lifecycle of client onboarding—from initial scoping and due diligence to technical integration, testing, launch, and transition to 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. 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 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 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 alignment with standards for scalability, performance, and information security; serve as a technical escalation lead during integration issues. Program & Initiative Management
— Drive large-scale client initiatives, migrations, and transformation projects with measurable KPIs and stakeholder accountability; establish governance routines and risk mitigation frameworks; leverage agile/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. Qualifications
Bachelor’s degree in Business or related discipline, or equivalent work experience. 15+ years of relevant experience in client onboarding, technology integration, enterprise delivery, or professional services. Proven track record leading enterprise-scale programs and engineering builds in financial services, fintech, or SaaS. Executive presence with strong client-facing leadership and internal alignment communication skills. Experience with platforms such as Salesforce, ServiceNow, Jira, and integration middleware preferred. PMP, Agile, or Six Sigma certifications are a plus. Benefits & EEO
BNY offers competitive compensation, benefits, and wellbeing programs. BNY is an Equal Employment Opportunity/Affirmative Action Employer. Base salary range is provided for market context and may vary by experience and location; total compensation may include bonuses, incentives, and other benefits. Note
All content reflects the information in the original job description without introducing new facts.
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Join to apply for the
Director, Group Lead Client Activation
role at
BNY . This role is located in NYC, NY. At BNY, our culture enables employees’ growth and success. We influence a significant portion of the world’s investible assets and use cutting-edge AI and technology to deliver transformative solutions for clients and communities. We are seeking a Director to lead our Client Activation, Onboarding, and Integration function within the Fund Services (Accounting and Administration Platform) team. Responsibilities
Own the full lifecycle of client onboarding—from initial scoping and due diligence to technical integration, testing, launch, and transition to 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. 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 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 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 alignment with standards for scalability, performance, and information security; serve as a technical escalation lead during integration issues. Program & Initiative Management
— Drive large-scale client initiatives, migrations, and transformation projects with measurable KPIs and stakeholder accountability; establish governance routines and risk mitigation frameworks; leverage agile/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. Qualifications
Bachelor’s degree in Business or related discipline, or equivalent work experience. 15+ years of relevant experience in client onboarding, technology integration, enterprise delivery, or professional services. Proven track record leading enterprise-scale programs and engineering builds in financial services, fintech, or SaaS. Executive presence with strong client-facing leadership and internal alignment communication skills. Experience with platforms such as Salesforce, ServiceNow, Jira, and integration middleware preferred. PMP, Agile, or Six Sigma certifications are a plus. Benefits & EEO
BNY offers competitive compensation, benefits, and wellbeing programs. BNY is an Equal Employment Opportunity/Affirmative Action Employer. Base salary range is provided for market context and may vary by experience and location; total compensation may include bonuses, incentives, and other benefits. Note
All content reflects the information in the original job description without introducing new facts.
#J-18808-Ljbffr