We’re seeking a future team member for the role of Platform Experiences & Core Capabilities Lead to join our Data & Analytics team. This role is located in Boston, MA or New York, NY.
Our Data & Analytics business includes SAAS software solutions BNY provides to asset manager, asset owners, banks, broker dealers, insurance companies and alternative fund managers. These solutions include software for fund accounting and administration, performance and analytics, data management and investment operations, delivered across 100+ markets globally. The remit of this role covers all these solutions, clients and regions.
In this role, you’ll make an impact in the following ways:
Leading the global vision and strategy for the Data & Analytics Platform Experience & Core Capabilities across Accounting, Performance, Analytics, Investment Operations, and Data Management, aligning with client needs, industry trends, and firm-wide innovation.
Taking a client-first, design-led approach to creating the platform experiences for Data & Analytics clients, including how our clients interact with us across our various offerings through our client portal, SDK and app marketplace
Leading a team focusing on cloud-native, AI enabled Data Management tooling & technologies
Translating client expectations, stakeholder needs and market opportunities into actionable l design and service standards.
Identifying and prioritizing strategic initiatives to close gaps between the current platform components and long-term vision, across people, processes, and technology.
Partnering with cross-functional teams to build and maintain a development backlog that advances the channel strategy with meaningful value at each step.
Managing and motivating a team of product owners and specialists, overseeing execution of the roadmap in collaboration with design, engineering, data, and other platform teams—ensuring solutions are client-tested, refined, and effectively adopted.
Tracking adoption metrics, platform usage, telemetry and client feedback to continuously improve
Innovating around future-proofing and commercializing channel capabilities, including the use of emerging technologies like generative AI and data monetization strategies.
Collaborating with business development teams to support strategic engagements with key clients
To be successful in this role, we’re seeking the following:
15+ years of experience
Strong digital product management experience, building and uplifting digital products
Passion for creating superior user experiences, informed by in-depth user research leveraging persona-based journey mapping, jobs-to-be-done, etc.
Proven experience in product design, developing use cases, flow diagrams, prototypes, backlogs, etc.
Experience in investment management and/or investment operations workflows. Knowledge of accounting, performance, portfolio management, and private markers are a plus.
Track record building B2B products for complex enterprise customers, including stakeholder management up to C-level.
Deep technical understanding of cloud + data infrastructure, with strong intuition for tradeoffs across performance, reliability, security, and cost at enterprise scale.
Hands-on familiarity with modern data platform patterns (warehouse/lakehouse concepts, distributed systems, metadata-driven governance, large-scale data movement/integration).
Experience driving SaaS platform modernization (e.g., multi-tenant SaaS, cloud-native technologies) and shipping platform capabilities that scale.
Demonstrated success embedding AI into product experiences—automating workflows, improving discoverability/usability, and enabling new value (e.g., copilots for SQL/data prep, AI-assisted governance, anomaly detection, intelligent recommendations).
Strong experience delivering data visualization experiences in a B2B platform—such as operational dashboards, usage/cost analytics, “data health” and quality views, lineage/impact analysis graphs, and administrator reporting.
Experience integrating or designing alongside BI/analytics ecosystems (e.g., building metadata/lineage integrations with BI and ETL tools, or enabling governed “self-serve” experiences).
Knowledge of innovative data structuring and monetization strategies in the B2B space
Intellectual curiosity – interested in shaping the future of financial services
Strong analytical, problem solving and decision-making skills
Excellent communication skills, both written and verbal, with the ability to simplify complex concepts and the ability to influence others
Ability to collaborate with and influence senior executives and stakeholders
Experience recruiting, motivating and developing staff, maximizing their contributions and professional growth
Proven track record of leading and managing complex strategic projects and initiatives from inception to completion
Desire to work in a fast-paced highly transformational environment
Knowledge of institutional financial services is desired, ideally with experience in asset servicing
Job description provided by BNY.
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