Senior Director, Business Planning and Analysis Lead - Data & Analytics

We’re seeking a future team member for the role of Data Analytics Business Planning and Analysis Lead to join our Data and Analytics team. This role is located in New York, NY

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.

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

Business Performance

• 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.

Business Execution 

• 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.

Client and Stakeholder Engagement

• 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.

Risk, Governance and Controls

• 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.

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

• 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.

Preferred Qualifications

• 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.

Leadership Capabilities

• 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.