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Director, Financial Planning & Analysis

Full-time

BNY Mellon

BNY is seeking a Director to join our Corporate Strategy team in New York. The team works across the enterprise on the highest-priority questions shaping BNY's growth, competitive position and long-term value creation.

This role offers the opportunity to advise senior leaders, lead a portfolio of high-impact strategic engagements, and help shape the future of financial services as artificial intelligence, data, tokenization, and new market infrastructures transform capital markets.

In this role, you will shape BNY’s future:

  • Shape enterprise strategy. Help develop, challenge and articulate BNY's global strategy across businesses and geographies, linking market shifts and client needs to a focused set of enterprise priorities.

  • Independently lead multiple complex strategic engagements. Structure ambiguous questions, frame hypotheses, direct multiple workstreams, conduct rigorous quantitative and qualitative analysis, facilitate senior working sessions and synthesize recommendations into executable plans.

  • Serve as a trusted advisor. Partner with business and functional executives to sharpen priorities, surface trade-offs and turn complex analysis into concise, decision-ready recommendations for senior management; build credibility quickly and influence outcomes across a complex, matrixed organization.

  • Translate innovation into value. Assess how AI, data, automation, digital assets and emerging technologies can create growth, improve client outcomes, expand capacity or reduce risk; and define pathways from concept to adoption and measurable value.

  • Build fact-based external perspectives. Maintain a current and forward-looking view of competitors, technology firms, fintechs, infrastructure providers, regulators and client behavior; translate external developments into differentiated implications for BNY.

  • Use AI responsibly in the strategy craft. Apply AI-enabled research, analytics and productivity tools to improve the speed and depth of strategic work while maintaining high standards for data protection, validation, transparency and human judgment.

  • Develop exceptional talent. Lead, coach and mentor team members; strengthen apprenticeship and feedback; and help Corporate Strategy serve as a talent incubator and feeder of future leaders across BNY.

To be successful in this role, you will need:

  • Strategy leadership experience. 8-10+ years of relevant experience in corporate strategy at a top financial institution, top management consulting firm, or leading fintech; significant experience independently leading complex engagements and overseeing multiple workstreams is required.

  • Financial services fluency. Strong understanding of financial institutions, market infrastructure and the economic, client and regulatory forces shaping the industry; experience in banking, asset servicing, markets, payments, wealth or investment management is preferred.

  • AI and technology judgment. Working knowledge of generative and agentic AI, data and analytics, automation and enterprise technology, with the ability to connect technical possibilities and constraints to business value, operating-model implications and responsible adoption. Engineering expertise is not required.

  • Innovation perspective. Experience evaluating or developing new products, platforms, ecosystems, business models or strategic partnerships.

  • Structured problem solving and commercial acumen. An entrepreneurial, self-directed mindset and the ability to take an ambiguous challenge from fact base and hypotheses to clear choices, recommendations and execution plans, supported by sound market, client, financial and risk analysis.

  • Executive influence and execution. Significant experience advising senior executives, influencing decisions without formal authority and leading cross-functional stakeholders through thoughtful trade-offs to high-quality outcomes in a complex, matrixed organization.

  • Communication excellence. Exceptional written, verbal and visual communication skills, with the judgment to distill complex topics into crisp narratives, decision points and practical actions for a wide range of audiences.

Bachelor's degree in business, economics, finance, engineering, data or a related discipline, or equivalent work experience, required; MBA or other relevant advanced degree preferred. Advanced PowerPoint and Excel skills, with comfort using market-intelligence and AI-enabled tools, are expected.


At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a few of our recent awards:

  • America’s Most Innovative Companies, Fortune, 2025
  • World’s Most Admired Companies, Fortune 2025
  • “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits and Rewards:

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.

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

BNY assesses market data to ensure a competitive compensation package for our employees. 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. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Vacancy posted 1 day ago
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