Vice President, Business Intelligence & Data Management I

Job Description

Bring your ideas. Make history.

BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - 97% of the world’s top banks work with us as we lead and serve our customers into the new era of digital.

With over 239 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we’re approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about.

As a leading wealth manager, BNY Mellon Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We’re seeking a future team member for the role of Vice President, Business Intelligence & Data Management to join our Team. You will be a key contributor to our sales enablement initiatives, creating and delivering sales materials, tools, and best practices that help our sales team achieve their goals. You will develop, maintain, and communicate a re-envisioned suite of reporting to serve users in Sales, Finance, Data, and Operations. You will work closely with senior business analysts, product managers, developers, and testers to analyze, design, test, and implement features and enhancements for our CRM system. You will also collaborate with internal and external stakeholders to gather and document requirements, provide feedback, and communicate progress. You will have the opportunity to learn from experienced professionals and grow your skills in CRM, product development, and BI reporting.This role is located in New York, NY, and eligible for a hybrid work.

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

• Analyzes and optimizes sales processes, workflows, and pipelines within the CRM system.
• Creates and manages CRM reports, dashboards, and analytics that provide insights and recommendations to the sales leadership and other stakeholders.
• Leads a restructuring of existing and new reporting to support business needs.
• Supports sales enablement initiatives by creating and delivering sales materials, tools, and best practices that align with our sales methodology and value proposition.
• Develops and maintains CRM documentation, policies, and procedures.
• Develops and maintains BI and reporting tools and platforms that support the sales cycle and customer success.
• Creates and delivers dashboards, reports, and presentations that showcase the value and impact of our products and services.
• Collaborates with sales, marketing, product, and engineering teams to understand the business needs and requirements, and provide feedback and suggestions for improvement.
• Analyze and document business processes and requirements for CRM system features and enhancements.
• Assist product managers in defining and prioritizing product backlog and user stories.
• Work with developers and testers to ensure that the CRM system meets the business and technical specifications.
• Provide CRM training and coaching to sales and customer-facing teams on how to use and interpret BI and reporting tools and data.
• Communicate effectively with internal and external stakeholders and provide regular updates on the status and progress of the CRM system.
• Independently, conducts, coordinates, and analyzes internal data sets and market intelligence for internal clients; works with business unit managers to define reporting & analytic goals.
• Independently designs automated workflows, data sets and visualizations / dashboards to meet internal client needs.
• Analyzes, reconciles, troubleshoots and reviews incoming and outgoing data to ensure accurate performance/output.
• Tests data quality and works directly with outside vendors to confirm they have all necessary information.
• With minimal guidance, supports assigned area with advanced, complex data analyses and metric needs for assigned analytic tasks.
• Leads data modeling, metric analysis and serves as resource to colleagues unfamiliar with particular specialized process or data sets.
• Uses BI technology tools to conduct analyses; applies techniques and develop new automated workflows or dashboard visualizations, including SQL querying and macro development to extract data for populating databases.
• As an advanced user, may do some light programming in order set up sophisticated algorithms, data workflows or build new complex data sets and dashboards.
• Processes pre-defined data workflows to update existing dashboard reporting or to provide updated data sets to market data vendors and ensures the quality and accurate delivery/transfer of test and production files.
• Analyzes and monitors data/reports to ensure quality of and accurate transfer, integration, translation, and reporting of data, reacting promptly to data quality statistics and client inquiries.
• Based on analysis, executes moderately complex data fixes, resulting in improved performance or accuracy.
• No direct reports. May provide work guidance to less experienced colleagues
  
  

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

• Bachelor's degree or the equivalent combination of education and experience.
• Advanced degree in quantitative / STEM field preferred.
• 5-9 years experience preferred.
• Experience in quantitative or technology field and Investment management preferred.
• Financial Services experience with a particular client type or product (Hedge, Pension, etc.) preferred as is prior experience in Relationship Management, Client Services or Account Management.
• Strong analytical and problem solving skills, experience working in a highly detail oriented environment, strong proficiency with Microsoft Office, proven verbal and written communication skills are also preferred.
  
  

At BNY Mellon, our inclusive culture speaks for itself. Here’s a few of our awards:

• Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg’s Gender Equality Index (GEI)
• Best Places to Work for Disability Inclusion, Disability: IN – 100% score
• 100 Best Workplaces for Innovators, Fast Company
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• CDP’s Climate Change ‘A List’
• Forbes Blockchain 50
  
  

Our Benefits

BNY Mellon 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 that can support you and your family through moments that matter.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $73,100 and $135,700 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

About Us

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

Organization

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.