BA
BarkleySVP, Direct Investments
Senior Vice President driving vision and operational excellence for Direct Investments at BarkleyOKRP. Leading large investment teams with a focus on Local Media Markets across the US.
About the role
- 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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