BNY

Build and deepen client relationships, develop financial plans, and facilitate introductions to RIAs. | Minimum 12 years of financial service experience, Series 7 and 65 licenses, and advanced financial planning knowledge. | SVP, Advisor Growth, Financial Advisor 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 #LifeAtBNY is all about. Join us and be part of something extraordinary. The BNY Advisor Match initiative is a multi-function program that matches high net worth investors with leading investment advisory solutions, including third party independent registered advisory (RIA) firms. As a Financial Advisor at BNY, you will have the opportunity to present sophisticated solutions to an interested prospect, establishing strong connections and credibility, primarily through virtual interactions. You will lead the engagement of new investor prospects, providing them with tailored insights into a curated selection of independent investment advisory firm options (RIAs). Your ultimate goal is to match prospective investors with the most suitable advisor referral based on their unique needs and preferences, ensuring an unparalleled experience. We’re seeking a future team member for the role of Financial Advisor to join our BNY Advisors Team in BNY Investments. This role is located in New York City. The role, titled Financial Advisor, seeks candidates who have past experience in building deep trusting relationships with prospective investors by uncovering their needs to facilitate an introduction to an RIA. Experience in developing financial plans, wealth plans and the provision of financial advisory services is a prerequisite. Over time, this candidate will drive the build out and operationalization of a team of Relationship Managers, while working actively day to day to service incoming prospective investors. This dynamic and knowledgeable Financial Advisor will possess the following expertise and skills: • Ability to build strong relationships, engage and encourage trust, and deepen the prospective investor relationships by applying a focused communication strategy, and exceeding expectations. • Extensive knowledge of the financial planning process including, Advanced Financial Planning concepts and strategies, Estate Planning, Retirement Planning and Investment Planning. • Ability to build a rapport with participating RIAs and understand the breadth and nuance of these firms offerings. • Ability to thoughtfully speak about different wealth planning and investment strategies and screen client assets while engaging in goal planning discussions. • Strong candidates will also learn to leverage our team of BNY/Pershing specialists, your knowledge of the markets, and your ability to inspire action to help the prospect progress toward achieving their goals and meeting with an RIA. • An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results. • Passion for community engagement to share and engage prospects in discussion about their personal situation in order to match with an RIA. • Build out and ongoing management of Relationship Mangers team, processes and performance, as needed. Success Factors: Client Focused. Puts prospects, clients and partners at the heart of everything the organization does; for instance, this individual must understand the needs of prospects, clients and partners, create distinctive value, and build meaningful relationships. Sales and Relationship Management Expertise. Experience and proven success in an advisory role, including a relationship management and sales function. Proven ability to develop a multi-pronged approach to a successful channel sales strategy with success in executing against it to achieve short and long-term business objectives. Speed and Drive for Results. Ensures that things are getting done at a rapid pace, evoking ownership and accountability. Innovation. Encourages and identifies opportunity for change through collaboration. Invests in new ideas, creates environments that encourage experimentation and is confident in sharing their new ideas. To be successful in this role, we’re seeking the following: • Series 7, 65 (or 66) required prior to hire • Relevant Insurance licenses must be obtained within 6 months of hire • Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings • A sound understanding of the Broker/Dealer and RIA marketplace • Experience working in or with high growth RIA organizations preferred • Bachelor’s Degree required; advanced professional designation such as Certified Financial Planner (CFP) preferred At BNY, our culture speaks for itself, check out the latest BNY news at: 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 base salary for this position is expected to be between $102,000 and $190,000 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 BNY 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 (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. SVP, Advisor Growth, Financial Advisor 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 #LifeAtBNY is all about. Join us and be part of something extraordinary. The BNY Advisor Match initiative is a multi-function program that matches high net worth investors with leading investment advisory solutions, including third party independent registered advisory (RIA) firms. As a Financial Advisor at BNY, you will have the opportunity to present sophisticated solutions to an interested prospect, establishing strong connections and credibility, primarily through virtual interactions. You will lead the engagement of new investor prospects, providing them with tailored insights into a curated selection of independent investment advisory firm options (RIAs). Your ultimate goal is to match prospective investors with the most suitable advisor referral based on their unique needs and preferences, ensuring an unparalleled experience. We’re seeking a future team member for the role of Financial Advisor to join our BNY Advisors Team in BNY Investments. This role is located in New York City. The role, titled Financial Advisor, seeks candidates who have past experience in building deep trusting relationships with prospective investors by uncovering their needs to facilitate an introduction to an RIA. Experience in developing financial plans, wealth plans and the provision of financial advisory services is a prerequisite. Over time, this candidate will drive the build out and operationalization of a team of Relationship Managers, while working actively day to day to service incoming prospective investors. This dynamic and knowledgeable Financial Advisor will possess the following expertise and skills: • Ability to build strong relationships, engage and encourage trust, and deepen the prospective investor relationships by applying a focused communication strategy, and exceeding expectations. • Extensive knowledge of the financial planning process including, Advanced Financial Planning concepts and strategies, Estate Planning, Retirement Planning and Investment Planning. • Ability to build a rapport with participating RIAs and understand the breadth and nuance of these firms offerings. • Ability to thoughtfully speak about different wealth planning and investment strategies and screen client assets while engaging in goal planning discussions. • Strong candidates will also learn to leverage our team of BNY/Pershing specialists, your knowledge of the markets, and your ability to inspire action to help the prospect progress toward achieving their goals and meeting with an RIA. • An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results. • Passion for community engagement to share and engage prospects in discussion about their personal situation in order to match with an RIA. • Build out and ongoing management of Relationship Mangers team, processes and performance, as needed. Success Factors: Client Focused. Puts prospects, clients and partners at the heart of everything the organization does; for instance, this individual must understand the needs of prospects, clients and partners, create distinctive value, and build meaningful relationships. Sales and Relationship Management Expertise. Experience and proven success in an advisory role, including a relationship management and sales function. Proven ability to develop a multi-pronged approach to a successful channel sales strategy with success in executing against it to achieve short and long-term business objectives. Speed and Drive for Results. Ensures that things are getting done at a rapid pace, evoking ownership and accountability. Innovation. Encourages and identifies opportunity for change through collaboration. Invests in new ideas, creates environments that encourage experimentation and is confident in sharing their new ideas. To be successful in this role, we’re seeking the following: • Series 7, 65 (or 66) required prior to hire • Relevant Insurance licenses must be obtained within 6 months of hire • Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings • A sound understanding of the Broker/Dealer and RIA marketplace • Experience working in or with high growth RIA organizations preferred • Bachelor’s Degree required; advanced professional designation such as Certified Financial Planner (CFP) preferred At BNY, our culture speaks for itself, check out the latest BNY news at: 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 base salary for this position is expected to be between $102,000 and $190,000 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 BNY 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 (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.

Lead and manage client processing operations, develop process improvements, and collaborate across teams to ensure service standards and client satisfaction. | Bachelor's degree in Business, Finance, or related field, 5-8 years of experience in transaction processing or related field within financial services, strong leadership, problem-solving, and communication skills. | 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 #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Client Processing Manager to join our team. This role is located in Lake Mary, Florida (4 days in office expectation) In this role, you'll make an impact in the following ways: Lead and manage a team responsible for client processing operations, ensuring adherence to service standards and regulatory requirements by demonstrating strong leadership and organizational skills. Develop and implement process improvements to enhance operational efficiency, leveraging data-driven insights and innovative solutions. Collaborate with cross-functional teams to resolve complex client issues, utilizing expertise in transaction processing to provide effective solutions. Monitor and assess the performance of transaction processing activities, ensuring alignment with strategic objectives and client expectations. To be successful in this role, we're seeking the following: Bachelor's degree in Business, Finance, or related field required. Advanced degree or professional certifications in finance or business administration preferred. Typically 5-8 years of experience in transaction processing or related field within financial services. Strong leadership and team management abilities. Excellent problem-solving and analytical skills. Effective communication and collaboration skills across diverse teams. 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.

Lead and develop pricing and analytics teams, oversee pricing processes, and develop insights to optimize revenue. | Requires 10+ years in financial services pricing or analytics, advanced skills in financial modeling and data tools, and leadership experience. | Job Description 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. We’re seeking a future team member for the role of Director of Pricing & Client Analytics to join our global Finance team. This role reports to the CFO of Pershing and is located in Jersey City. The Director of Pricing & Client Analytics leads all aspects of client pricing, repricing, and profitability analysis to optimize revenue and support strategic negotiations. This role oversees a high-performing team, drives data-driven pricing governance, and partners closely with Finance, Sales, and Client Executives to translate complex analytics into actionable recommendations. In this role, you’ll make an impact in the following ways: • 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 To be successful in this role, we’re seeking the following: Required Qualifications • 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 Preferred Qualifications • MBA or Master’s degree with emphasis on quantitative analysis, pricing, or strategic management • Experience in wealth management, custody, or brokerage pricing • Demonstrated success implementing pricing governance frameworks and leading change initiatives Core Competencies & Leadership Attributes • Strategic Thinker: Frames complex challenges and develops innovative, data-backed solutions • Client Obsessed: Deeply committed to understanding client needs and driving superior outcomes • Data-Driven: Leverages quantitative methods and analytics to guide decisions • Collaborative Leader: Builds strong partnerships across finance, sales, and client teams • Effective Communicator: Translates complex analyses into clear insights for diverse audiences • Execution Excellence: Manages projects with rigor, timeliness, and focus on continuous improvement • Adaptable & Resilient: Thrives in dynamic environments and navigates ambiguity with confidence • Highly analytical and detail-oriented, yet able to “Stay Curious” and innovate Alignment to BNY’s Strategic Pillars & Principles • Be More for our Clients: Deliver tailored pricing strategies and analytics that enhance client value • Run our Company Better: Improve operational efficiency through automation, governance, and process enhancements • Power our Culture: Foster collaboration, curiosity, and shared success within the analytics community 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 base salary for this position is expected to be between $150,000 and $273,000 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 BNY 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.

Lead client operations and reporting team, develop client service strategies, collaborate cross-functionally to improve processes, serve as client contact, monitor performance, and ensure compliance. | Bachelor's degree in Business Administration, Finance or related field, 4-7 years experience with up to 1 year management, operational and client service experience preferred, strong leadership and communication skills. | VICE PRESIDENT, OPS CLIENT SERVICE MANAGER 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 #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, OPS Client Service Manager to join our team. The position is located in Lake Mary, Florida (4 days in office per week). In this role, you'll make an impact in the following ways: Lead the client operations and reporting team by fostering a culture of continuous improvement and excellence, ensuring alignment with BNY's principles. Develop and implement strategies to enhance client service delivery, by leveraging industry best practices and innovative solutions. Collaborate with cross-functional teams to streamline processes and improve operational efficiencies, ensuring timely and accurate client reporting. Serve as the primary point of contact for key clients, addressing their needs and concerns with professionalism and expertise. Monitor and analyze performance metrics to identify areas for improvement and implement corrective actions to enhance client satisfaction. Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of operational integrity and risk management. To be successful in this role, we're seeking the following: Bachelor's degree in Business Administration, Finance, or a related field. Advanced degree or relevant certifications are a plus. Typically 4-7 years of experience and 0-1 years of management experience. Experience in an operational area and/or client services is preferred. Strong leadership and team management skills. Excellent analytical and problem-solving abilities. Effective communication and interpersonal skills for client interaction and collaboration across teams. 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.