At a Glance
- Tasks: Lead complex client transitions and implement innovative financial solutions.
- Company: Join BNY, a global leader in financial services and innovation.
- Benefits: Competitive pay, flexible resources, generous leave, and wellness programs.
- Other info: Be part of a diverse team driving transformative change in the industry.
- Why this job: Make a real impact in finance with cutting-edge technology and a collaborative culture.
- Qualifications: Experience in program management and client onboarding in financial services.
The predicted salary is between 60000 - 80000 £ per year.
hackajob is collaborating with BNY to connect them with exceptional professionals for this role. 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, 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.
In this role, you'll make an impact in the following ways:
- Lead end-to-end transition and implementation programs for large, complex client deals, including planning, mobilization, execution, go-live, and post-implementation stabilization.
- Establish the overall program structure, governance model, implementation roadmap, delivery milestones, dependency tracking, and escalation framework.
- Partner with sales and relationship teams during late-stage deal activity to assess implementation complexity, transition risk, resource requirements, timelines, and operating model implications.
- Serve as the senior point of accountability for client-facing transition delivery, ensuring transparency, timely communication, and strong stakeholder alignment.
- Coordinate across Operations, Technology, Product, Data, Legal, Compliance, Risk, Finance, and third-party providers to ensure all transition workstreams are aligned and progressing.
- Identify implementation risks, dependencies, resource gaps, and decision points early; drive mitigation plans and executive escalations as needed.
- Oversee detailed transition planning, including data migration, operating model design, process documentation, technology readiness, control frameworks, service model setup, reporting, and client testing.
- Ensure implementation programs are delivered in accordance with contractual commitments, commercial objectives, regulatory expectations, internal controls, and client success measures.
- Lead executive steering committees, governance forums, readiness reviews, and post-go-live status meetings.
- Drive disciplined program management practices, including status reporting, milestone management, RAID logs, financial tracking, change control, and benefits realization.
- Build trusted relationships with senior client stakeholders and internal executives, acting as a credible advisor during high-pressure transition periods.
- Support continuous improvement of implementation methodology, playbooks, tools, templates, and transition governance standards.
- Develop, mentor, and lead transition managers, implementation leads, program managers, and cross-functional delivery teams.
- Capture lessons learned from major implementations and embedded improvements into future deal transition models.
To be successful in this role, we're seeking the following:
- Experience in implementation, transition management, program management, operations, client onboarding, or large-scale transformation.
- Significant experience leading complex, multi-workstream implementation programs for large institutional clients or enterprise-scale deals.
- Proven ability to manage executive stakeholders, senior client relationships, and cross-functional delivery teams.
- Strong understanding of operating model design, data migration, technology integration, risk management, controls, and service readiness.
- Experience managing large implementation budgets, timelines, dependencies, and resource plans.
- Implementation and Transition experience across client implementations for conversions.
- Experience in financial services, asset servicing, investment operations, banking, fintech, consulting, or another highly regulated environment.
- Experience with large deal transitions involving custody, fund services, middle office, data, accounting, reporting, transfer agency, or related operational platforms.
- PMP, Agile, Lean Six Sigma, or similar program management certification.
- Experience working across global delivery centers and matrixed organizations.
- Strong understanding of regulatory, operational risk, data governance, and client service frameworks.
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.
StudySmarter Expert Advice🤫
We think this is how you could land Director - Client Activation Fund and Investor Solutions in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BNY. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Director - Client Activation Fund and Investor Solutions in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BNY.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BNY's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BNY
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BNY.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BNY will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BNY employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
