What are the responsibilities and job description for the Vice President, Business Planning and Analysis position at BNY External Career Site?
Vice President, Business Planning and Analysis
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 Vice President, Business Planning and Analysis to join our Wealth Management team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways:
- Premier Client Solutions is a highly visible and high-performance driven team in BNY wealth that works as a liaison between our front office partners and operational teams in new funding engagements, ensuring our clients have a smooth and seamless client experience.
- Leads project management activities for the onboarding/transition/conversion such as reporting, planning, issue / risk tracking, scheduling, effort estimation and day-to-day tracking, and other project documentation preparation.
- Responsible for the overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of project quality and efficiency as well as the direct client experience
- Provides consultative support of complex situations for internal and external clients.
- Provides leadership and recommendations for onsite client support and training to assist with documentation, quality review and submission of documents.
- Obtains and reviews the appropriate documentation and reference data and ensures regulatory aspects of AML and KYC are completed prior to opening accounts.
- Ensures all SLAs are met.
- Marshals firm-wide resources (product, technology, marketing, compliance, teams, etc.) to ensure client transition/conversion needs are being addressed and develops processes to ensure communication and alignment across teams.
- Regular review and appraisal of workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
- Leads process improvements based on post-mortem transition analysis.
- Contributes to the achievement of team and area objectives.
- No direct reports.
To be successful in this role, we’re seeking the following:
- Applicants for this role must have great articulation, client focus, communication and project management skills.
- Bachelor’s Degree or the equivalent combination of education and experience is required
- 7-10 years of total work experience preferred
- Experience in financial services, client facing, or project management roles preferred
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.