Director, Group Lead Client Activation

Davita Inc.; New York (NY); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading global financial services company seeks a Director, Group Lead Client Activation in New York City. This role involves leading client onboarding processes, ensuring seamless transitions and program execution while managing cross-functional teams. The ideal candidate possesses extensive experience in financial services, client activation, and technology integration, making significant contributions to enterprise delivery.

Benefits

Competitive compensation

Flexible resources

Paid leave

Volunteer time

Support for health and financial goals

Qualifications

• 15+ years in client onboarding, technology integration, or enterprise delivery.
• Proven leadership in enterprise programs, especially in financial services.
• Strong communication and executive presence.

Responsibilities

• Managing the full client onboarding lifecycle from initial scoping to transition.
• Developing onboarding strategies balancing customization and standardization.
• Collaborating with cross-functional teams to tailor onboarding blueprints.

Skills

Client obsession with technical depth

Systematic program leadership

Solution design and problem-solving

Stakeholder communication

Operational rigor with agility

Process improvement mindset

Education

Bachelor's degree or equivalent work experience

Tools

Salesforce

ServiceNow

Jira

middleware

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, our 50,000+ employees bring their perspectives to create solutions that benefit businesses, communities, and people worldwide.

We are recognized as an industry leader, awarded for innovation and inclusivity. Through our unique ideas and talents, we help make money work for the world. This is #LifeAtBNY.

We are seeking a Director, Group Lead Client Activation to join our Fund Services team in NYC with a hybrid work schedule.

Role Overview:

Lead our Client Activation, Onboarding, and Integration functions to ensure seamless onboarding experiences for institutional and enterprise clients, aligning with business goals and service standards. The ideal candidate has deep expertise in program execution, engineering-led integration, and cross-functional delivery management.

Responsibilities include:

• Managing the full client onboarding lifecycle from initial scoping to transition to BAU.


• Developing onboarding strategies and solutions balancing customization and standardization.


• Collaborating with Solution Architects and Product Managers to tailor onboarding blueprints.


• Leading client workshops and discovery sessions.


• Creating onboarding runbooks and activation roadmaps.


• Defining and monitoring success metrics.


• Establishing readiness checks and governance frameworks.


• Serving as escalation point for onboarding challenges.

Integration Leadership:

• Designing and implementing custom client integrations.


• Partnering with Engineering to ensure standards for scalability, performance, and security.


• Leading resolution of integration issues.

Program & Initiative Management:

• Driving large-scale client initiatives with KPIs and stakeholder accountability.


• Establishing governance and risk frameworks.


• Managing multi-stream work across global teams using agile methodologies.

Client Experience & Service Recovery:

• Improving issue triage, root cause analysis, and service recovery.


• Collaborating with client success, legal, compliance, and support teams.

Key Competencies:

• Client obsession with technical depth


• Systematic program leadership


• Solution design and problem-solving


• Stakeholder communication


• Operational rigor with agility


• Process improvement mindset

Qualifications:

• Bachelor's degree or equivalent work experience


• 15+ years in client onboarding, technology integration, or enterprise delivery


• Proven leadership in enterprise programs, especially in financial services, fintech, or SaaS


• Strong communication and executive presence


• Experience with Salesforce, ServiceNow, Jira, and middleware preferred


• PMP, Agile, or Six Sigma certifications a plus

Awards & Recognition:

* America's Most Innovative Companies, Fortune, 2024

* World's Most Admired Companies, Fortune 2024

* Human Rights Campaign Foundation, Corporate Equality Index, 100%, 2023-2024

* Best Places to Work for Disability Inclusion, Disability:IN, 100%, 2023-2024

* Most Just Companies, Just Capital and CNBC, 2024

* Dow Jones Sustainability Indices, 2024

* Bloomberg's Gender Equality Index, 2023

Benefits & Rewards:

Competitive compensation, benefits, and wellbeing programs. Flexible resources, paid leave, volunteer time, and support for health, resilience, and financial goals.

BNY is an Equal Opportunity Employer, committed to diversity and inclusion.