Director, Financial Planning & Analysis Manager

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.

We’re seeking a future team member for the role of Director of Pricing & Client Analytics to join our global Finance team. This role reports to the CFO of Pershing and is located in Jersey City.

The Director of Pricing & Client Analytics leads all aspects of client pricing, repricing, and profitability analysis to optimize revenue and support strategic negotiations. This role oversees a high-performing team, drives data-driven pricing governance, and partners closely with Finance, Sales, and Client Executives to translate complex analytics into actionable recommendations.

 

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

• Lead and develop the Pricing & Client Analytics team, setting standards for pricing governance, repricing, and profitability analysis
• Oversee end-to-end pricing processes for new and existing clients, ensuring accuracy, compliance, and alignment with strategic objectives
• Partner with Sales, Finance, and Client Executives to design and implement dynamic pricing models that maximize margin, retention, and client value
• Conduct in-depth, client and segment-specific profitability analyses to support deal structuring and executive decision-making
• Develop and maintain pricing tools and related dashboards(e.g., Power BI, Tableau) driving insights that directly influence Budget and Forecast
• Monitor market trends, industry benchmarks, and competitor pricing to identify opportunities for differentiation
• Coordinate cross-functional stakeholders to ensure cohesive pricing strategies and efficient escalation paths for complex requests
• Establish and enforce governance frameworks, policies, and controls to maintain the integrity of strategic pricing recommendations 

 

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

Required Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred\
• 10+ years of experience in pricing strategy, client analytics, or revenue management within financial services or professional services
• Proven leadership experience with a track record of building and coaching analytic teams
• Advanced financial modeling skills and proficiency in Excel; hands-on experience with SQL, Python, R, Tableau, or Power BI
• Strong understanding of financial services business drivers, client profitability levers, and pricing methodologies
• Demonstrated track record developing pricing models, managing large data sets and translating insights into revenue-driving actions

Preferred Qualifications

• MBA or Master’s degree with emphasis on quantitative analysis, pricing, or strategic management
• Experience in wealth management, custody, or brokerage pricing
• Demonstrated success implementing pricing governance frameworks and leading change initiatives

Core Competencies & Leadership Attributes

• Strategic Thinker: Frames complex challenges and develops innovative, data-backed solutions
• Client Obsessed: Deeply committed to understanding client needs and driving superior outcomes
• Data-Driven: Leverages quantitative methods and analytics to guide decisions
• Collaborative Leader: Builds strong partnerships across finance, sales, and client teams
• Effective Communicator: Translates complex analyses into clear insights for diverse audiences
• Execution Excellence: Manages projects with rigor, timeliness, and focus on continuous improvement
• Adaptable & Resilient: Thrives in dynamic environments and navigates ambiguity with confidence
• Highly analytical and detail-oriented, yet able to “Stay Curious” and innovate

Alignment to BNY’s Strategic Pillars & Principles

• Be More for our Clients: Deliver tailored pricing strategies and analytics that enhance client value
• Run our Company Better: Improve operational efficiency through automation, governance, and process enhancements
• Power our Culture: Foster collaboration, curiosit