Vice President, Client Service Data Insights & Analytics

Vice President, Client Service Data Insights & Analytics

We're seeking a future team member for the role of Vice President, Client Service Data Insights & Analytics to join our Commercial Hub team. This role is located in New York, NY or Pittsburgh, PA.

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

• Serve as the primary product owner for Wealth's CRM platform, accountable for defining, prioritizing, and delivering the product roadmap for Salesforce and Microsoft Dynamics environments in alignment with business strategy and user needs.
• Lead cross-functional collaboration across Wealth business, technology, operations, and change stakeholders to translate requirements into scalable CRM capabilities that enhance client management, sales enablement, and overall user experience.
• Oversee the ongoing management, optimization, and governance of the Wealth CRM, including backlog prioritization, release planning, issue resolution, and continuous improvement of platform functionality and adoption.
• Lead a major CRM transformation program, coordinating business requirements, stakeholder alignment, implementation milestones, and change readiness across multiple CRM platforms to support the evolution of Wealth's client and sales capabilities.

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

• Bachelor's degree in business or a related discipline, or equivalent work experience required; MBA or other advanced degree preferred
• 5-8 years of experience
• Significant experience in product ownership, platform management, or business transformation roles within wealth management, with a strong understanding of advisor/client workflows, sales processes, and CRM-enabled business capabilities.
• Demonstrated experience leading CRM strategy, implementation, or enhancement initiatives, including partnership with business and technology teams to deliver roadmap priorities and enterprise-scale change.
• Experience with Salesforce and/or Microsoft Dynamics preferred, with a strong preference for candidates who have supported CRM modernization or migration programs in a sales enablement or client relationship management environment.

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.

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.