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, curiosity, and shared success within the analytics community

At BNY, our culture speaks for itself, check out the latest BNY news at:

BNY Newsroom

BNY LinkedIn 

Here’s a few of our recent awards: 

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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.

BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $150,000 and $273,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. 
This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Salary : $150,000 - $273,000