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.
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