Associate, Business Planning and Analysis II

Associate, Business Planning and Analysis

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company located 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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what it’s all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Business Planning and Analysis to join our Wealth Management team. This role is located in Boston, MA.

• Review KYC documents, perform research and analyze complex structures for BNY clients and prospects.
• Communicate with internal stakeholders and external clients to resolve onboarding issues as required.
• Stay abreast of regulatory, compliance, and risk environment that affect client onboarding.
• Build out relationships, prospects/clients, and related parties on the bank’s KYC platform for final approval.
• Accurately open, close, and update accounts on the bank’s custody and accounting platforms. Handle transitions and conversions of accounts as needed.

• Banking or financial institution experience.
• Knowledge of AML/KYC preferred.
• Bachelor’s degree or equivalent combination of education and work experience.
• Excellent analytical, organizational, and time management skills.
• High level of accuracy and professionalism.
• Excellent communication and interpersonal skills.

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. Generous paid leaves, including paid volunteer time, 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, and protected veterans.

Base salary for this position is expected to be between $52,000 and $83,600 per year at the commencement of employment. The salary will be determined on an individualized basis, including as to experience and market location, and is only part of the total compensation package, which 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.