Director, Group Lead Client Activation

BNY Mellon Capital Markets, LLC; New York (NY); Hybrid; USD 150,000 - 250,000; Full time

Job summary

BNY Mellon seeks a Director, Group Lead Client Activation to oversee seamless client onboarding and integration across Fund Services. The ideal candidate will have extensive experience in program management and a strong technical background to ensure successful client experiences. This pivotal role offers a hybrid work schedule in New York City and involves collaboration with various teams to drive service excellence and innovation.

Benefits

Competitive compensation

Flexible global resources and tools

Generous paid leaves

Qualifications

• 15+ years of relevant experience in client onboarding and technology integration.
• Proven track record leading enterprise-scale programs in financial services.
• PMP, Agile, or Six Sigma certifications are a plus.

Responsibilities

• Own the full lifecycle of client onboarding from initial scoping to transition.
• Lead solution design and implementation of custom client integrations.
• Drive large-scale client initiatives and transformation projects.

Skills

Client obsession

Problem-solving

Stakeholder communication

Process improvement

Education

Bachelor’s degree in Business or related discipline

Tools

Salesforce

Jira

ServiceNow

Job description

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Job Description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

Job Description

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

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 – Hybrid work schedule.

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
• 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 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. Here’s a few of our awards:

• America’s Most Innovative Companies, Fortune, 2024
• World’s Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
• “Most Just Companies”, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloomberg’s Gender Equality Index (GEI), 2023
  
  

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.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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