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About the Role

The Data & Analytics Business Planning and Analysis Lead will partner closely with the Data & Analytics Executive Platform Owner and leadership team to translate the business vision into clear strategic priorities, execution plans and measurable outcomes. The role will help ensure that Data & Analytics delivers cohesive, solution-based offerings aligned with BNY’s strategy and the evolving needs of our clients. The successful candidate will play an integrative role across product, commercial, operations, technology and corporate functions. This individual will help drive business performance, strengthen execution discipline and provide tangible leverage to senior leadership by managing operating rhythms, coordinating complex priorities and developing the insights needed to support effective decision-making.

Responsibilities

Partner with Data & Analytics leadership to define the business vision, strategic priorities, goals and OKRs.
Translate strategic objectives into actionable initiatives, execution plans and measurable outcomes.
Drive performance across revenue, expense, investment, client and delivery objectives.
Support commercial strategy, market positioning and opportunities to grow and retain revenue.
Develop business cases, strategic recommendations and decision materials for leadership review.
Support prioritization, sequencing and trade-off decisions across the Data & Analytics portfolio.
Manage and continuously improve day-to-day operating rhythms, ensuring senior leaders have the information and organizational leverage required to drive business outcomes.
Coordinate workflows and cross-functional dependencies, identifying and escalating execution risks or blockers.
Advance executive reporting, business insights and strategic updates to the Executive Committee and key stakeholders.
Use financial, client and operational data to identify trends, improvement opportunities and areas requiring management attention.
Promote simplification, workflow optimization and automation across business-management activities.
Help ensure Data & Analytics offerings are aligned with BNY’s broader client proposition and platform strategy.
Partner with commercial and product leaders to optimize engagement with key client relationships, strategic growth opportunities and industry forums.
Represent the business in cross-BNY enterprise forums, helping coordinate priorities and resolve dependencies.
Support leadership engagement with clients, industry participants and other external stakeholders.
Ensure business priorities are advanced with appropriate consideration of risk, compliance, governance and control requirements.
Coordinate risk and regulatory responses across relevant stakeholders and lines of defense.
Track key issues, escalations and remediation activities, ensuring clear ownership and timely resolution.
Promote a strong risk and compliance culture across Data & Analytics.

Requirements

Bachelor’s degree or the equivalent combination of education and experience.
15+ years of relevant professional experience.
Significant experience in business management, strategy, platform leadership, product strategy, commercial management or transformation within financial services.
Proven ability to translate strategy into execution plans and measurable business outcomes.
Experience managing complex priorities across product, commercial, operations and technology teams in a large, matrixed organization.
Strong analytical, financial, prioritization and problem-solving capabilities.
Excellent executive communication, presentation and stakeholder-management skills.
Demonstrated ability to influence across functions and levels without direct authority.
Experience in data, analytics, AI, financial information services or technology-enabled products.
Experience within asset servicing, custody, fund services, middle-office services or related financial-services businesses.
Understanding of institutional client needs and the data and analytics capabilities that support investment and servicing workflows.
Experience with business performance management, commercial strategy and P&L drivers.
Experience with strategic planning, operating-model design, workforce planning or large-scale transformation.
Familiarity with agile ways of working and enterprise delivery tools such as JIRA.
Understanding of risk and control frameworks within a regulated environment.
Strategic thinker with a strong execution focus.
Trusted partner who can provide effective leverage to senior leadership.
Commercially minded and focused on client and business outcomes.
Comfortable operating through ambiguity and competing priorities.
Collaborative, structured and highly accountable.
Strong judgment, executive presence and disciplined decision-making.

Skills

Data Analytics
Business Planning
Analysis
Strategic Priorities
Execution Plans
Measurable Outcomes
Business Vision
OKRs
Commercial Strategy
Market Positioning
Revenue Growth
Business Cases
Decision Materials
Portfolio Management
Operating Rhythms
Workflow Coordination
Cross-functional Dependencies
Risk Management
Blocker Escalation
Executive Reporting
Business Insights
Financial Data Analysis
Client Data Analysis
Operational Data Analysis
Trend Identification
Process Improvement
Workflow Optimization
Automation
Client Engagement
Stakeholder Management
Product Strategy
Platform Strategy
Industry Forums
Enterprise Forums
Dependency Resolution
Risk Management
Compliance
Governance
Control Requirements
Regulatory Response
Issue Tracking
Escalation Management
Remediation Activities
Risk Culture Promotion
Compliance Culture Promotion
Financial Services
Transformation
Problem-Solving
Communication
Presentation Skills
Influence
Data
AI
Financial Information Services
Technology-Enabled Products
Asset Servicing
Custody
Fund Services
Middle-Office Services
Institutional Client Needs
Business Performance Management
P&L Drivers
Strategic Planning
Operating Model Design
Workforce Planning
Large-Scale Transformation
Agile Methodologies
JIRA
Risk Frameworks
Control Frameworks
Regulated Environments
Strategic Thinking
Execution Focus
Commercial Mindset
Ambiguity Tolerance
Competing Priorities Management
Collaboration
Accountability
Judgment
Executive Presence
Decision-Making

Location

New York, NY

Work Type

Full-time

Experience Level

15+ years of relevant professional experience
Significant experience in business management, strategy, platform leadership, product strategy, commercial management or transformation within financial services.

Education Level

Bachelor’s degree or the equivalent combination of education and experience.

Salary/Compensations

The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.

Benefits

Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy.
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.
Generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
Eligible employees may enroll in a 401(k) plan.
Participation in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents.
Other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered.

About the Company

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.
BNY Newsroom [https://www.bny.com/corporate/global/en/about-us/newsroom.html]
BNY LinkedIn [https://www.linkedin.com/company/bnyglobal/posts/?feedView=all]
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025

Equal Opportunity

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.