Senior Specialist, Business Planning and Analysis

BNY; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

BNY is seeking a Senior Specialist, Business Planning and Analysis for its Wealth Management team in New York, NY. The role focuses on analytics, reporting, and operational planning to support business operations and strategic initiatives.

You'll gather and organize data, synthesize findings, and present insights to both technical and business audiences. The position requires collaboration with partners across functions and mentorship for junior staff.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Strong communication skills with the ability to work effectively with technical and business partners.
• Familiarity with organization and function operations, including metrics, performance indicators, and reporting protocols.

Responsibilities

• Conduct analyses and reporting in support of business operations, special projects, initiatives, and operational planning activities.
• Gather, organize, and review operational data and metrics, applying established processes and precedents.
• Analyze and synthesize data, then compile findings into reports and presentations for technical and business audiences.
• Support project teams by providing analytical expertise to help achieve project objectives.
• Contribute to team objectives and provide guidance to less experienced staff as needed.

Skills

Communication skills

Education

Bachelor’s degree or equivalent combination of education and experience

Job description

Job Description

We’re seeking a future team member for the role of Senior Specialist, Business Planning and Analysis to join our Wealth Management team. This role is located in New York, NY.

Job Description

We’re seeking a future team member for the role of Senior Specialist, Business Planning and Analysis to join our Wealth Management team. This role is located in New York, NY.

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

• Conduct analyses and reporting in support of business operations, special projects, initiatives, and operational planning activities.
• Gather, organize, and review operational data and metrics, applying established processes and precedents.
• Analyze and synthesize data, then compile findings into reports and presentations for technical and business audiences.
• Support project teams by providing analytical expertise to help achieve project objectives.
• Contribute to team objectives and provide guidance to less experienced staff as needed.

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

• Bachelor’s degree or equivalent combination of education and experience.
• 3-5 years of total work experience preferred.
• Strong communication skills with the ability to work effectively with technical and business partners.
• Familiarity with organization and function operations, including metrics, performance indicators, and reporting protocols.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets.

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

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.