Director of Pricing & Client Analytics leading pricing strategy and client profitability analysis for financial services. Collaborating with cross-functional teams to optimize revenue and strategic negotiations.
Responsibilities
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
Requirements
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.
MBA or Master’s degree with emphasis on quantitative analysis, pricing, or strategic management preferred.
Experience in wealth management, custody, or brokerage pricing preferred.
Benefits
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.
Junior Financial Analyst supporting accounts payable operations at Ypê, a Brazilian hygiene and cleaning company. Collaborating with financial audits and maintaining reports in SAP.
Senior Financial Planning Analyst at Comerc Energia overseeing budget and financial analysis. Responsible for reporting, process structuring, and collaboration with multiple teams to ensure operational alignment.
Analista Administrativo Financeiro Pleno supporting financial operations at Aggrandize. Responsible for executing administrative routines, supplier management, and financial control in a hybrid model.
Director of Strategic Finance at Swap leading the evolution of financial workflows using AI. Overseeing capital markets and strategic initiatives in a hybrid role.
Associate Financial Analyst at Boeing conducting financial analysis and collaborating with cross - functional teams. Responsible for developing capital forecasts and reporting financial performance to senior management.
Senior Financial Analyst focusing on financial due diligence for rebates team at SRS Distribution. Assisting in financial analysis, communication, and improvement initiatives.
Senior Director of Finance leading financial performance and strategic initiatives for Xcel Energy. Influencing decision - making with integrated financial insights in a regulated environment.
Financial Analyst role focusing on financial analysis and reporting to support strategic decision - making. Collaborating with teams to enhance business performance in a hybrid work environment.
Financial Analyst providing financial analysis and operational finance support for business unit in Krakow. Involving budgeting, forecasting, and performance tracking activities.