Direct product pricing, ongoing rate-setting, data modeling, product analysis, and ad hoc reporting for Cash and Deposit products
Lead the analytics for the product pricing process and ensure accurate information is provided for business decision-making
Drive revenue, margin, and sales through the delivery of optimized pricing guidance
Develop and refine product pricing, profitability and financial models
Work with product management staff to develop pricing strategies for Cash and Deposit products
Provide guidance to staff to apply the results of financial models to business decisions
Provide oversight for rate implementation and accuracy validation for weekly rate-setting processes
Develop subject matter expertise with respect to data sources as well as product features and benefits
Develop and deepen relationships with Finance, Investments, Treasury, and Risk Management
Design executive communications for Cash and Deposit products
Find opportunities to develop these skills in staff
Oversee preparation of sweep daily balance reports, monthly revenue validation, and other ad-hoc data and analysis requests
Maintain a strong control environment through oversight of financial controls
Occasionally provide staff to participate in product implementation efforts and on project teams
Lead staff to review product materials for accuracy and completeness
Lead and develop junior team members to perform key analyses, BAU, advanced analytics and process improvements.

10+ years' relevant experience
3+ years; experience in pricing and business analysis for Cash and Deposit products
Bachelor's degree or equivalent
Proven analytical, quantitative & problem-solving skills, especially strong financial product modeling skills
Ability to use data storytelling to design executive level communications from analysis results to meet stakeholder needs
Excellent computer skills including Excel, PowerPoint, Word and data analysis languages such as SQL and Python
Ability to build strong relationships and collaborate with key business leaders/partners throughout the organization to drive results
Ability to adapt complexity of analysis for self and staff to fit required timelines
Additional data software or programming languages
Experience using Microsoft Copilot or other Artificial Intelligence tools
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States.

Director, Pricing and Analytics – Cash & Deposit Products

Key skills