Business Planning Manager Jobs in New York
Business Planning Manager jobs in New York are among the most active in the country, concentrated in financial services, media, healthcare systems, and consumer goods across a market that ranges from analyst-track roles through senior director-level positions. The heaviest hiring is in New York City, with secondary demand in Albany and Buffalo where anchor employers in government, insurance, and manufacturing maintain planning functions. Well-established employers such as JPMorgan Chase, Pfizer, and Consolidated Edison have long-standing business planning teams in the state, with demand strongest in financial forecasting, strategic operations, and cross-functional portfolio management. Find a role that fits below and apply directly.
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Showing 5 of 16+ Business Planning Manager jobs
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Head of Wealth Investment Planning, Business Process Optimization and Value Assurance is a critical leadership role within the Wealth COO playing at the intersection of Strategy, Business and Technology to shape tech-enabled business and value-back strategic priorities intended to radically transform, simplify and streamline critical capabilities, end-to-end journeys and platforms. This role reports to the Wealth COO, requires strong business acumen and effective collaboration across Wealth Business, Functions (e.g., Controls, Operations) and Technology partners as well as broader enterprise stakeholder group (e.g., Technology, COO, Finance).
Key Responsibilities
- Spearhead Investment Planning operating processes, including defining and operationalizing guidelines and cadences closely connected to the strategy and outcomes the business is looking to achieve. As part of this process, the leader will shape and lead prioritization across competing priorities of the integrated tech-enabled Book of Work informed by business value, risk reduction, strategic alignment.
- Define and hold the bar for initiatives scoping, prioritizing process automation, simplification and ensuring solutions scoped to support ultimate objectives, and business casing with an eye towards close linkage between work and value creation.
- Operationalize agile intake toll-gates, prioritization, and resource allocation to ensure the most optimal resource deployment (e.g., funding and resources)
- Run governance processes to ensure delivery against commitments and responsible investment discipline
- Execute, in close partnership with the Finance and Productivity function, value assurance disciplines and linkages to the Wealth P&L, where relevant – i.e., track ROI through structured governance forums, regular business, metric and spend reviews including identifying areas where interventions are required
- Oversee an integrated blueprint of critical capabilities and maturity levels and maintain a roadmap to propel Citi Wealth towards its strategic goals. As part of this responsibility, analyze the current landscape (e.g., journeys, platforms, technology), identify gaps and opportunities for investment to simplify and transform the business
- For priority areas, lead teams through process discovery and mapping exercises to document ‘as is’ processes and design optimized ‘to-be’ processes
- Maintain centralized repository of process documentation.
- Work closely with Technology partners to align the book of work with the target-state technology and data architecture
- Promote the adoption of Agile methodologies across the organization, driving an end-to-end value-oriented approach and adapting agile principles to process improvement.
Skills, Knowledge and Experience
- 15+ years' experience in Financial Services with 5+ years in Technology or Digital Strategy, leading transformations and developing/executing roadmaps for complex global businesses. Experience with business process mapping solutions a plus.
- Demonstrated experience operating at the intersection of Business and Technology, translating strategic priorities into actionable, well-governed investment and delivery plans.
- Understanding and experience with Lean Agile frameworks and complex Agile projects (Lean/Product Owner certifications preferred), including hands-on experience building tech-enabled products or capabilities.
- Deep understanding of Wealth products, business management, architecture, network, and regulatory responsibilities.
- Strong understanding of operations, execution points, and taxonomy design.
- Proven leadership, communication, and collaboration skills, with the ability to influence across all levels.
- Ability to manage through influence, build rapport with senior stakeholders, and drive execution in a matrixed environment.
- Risk-based thinking and analytical mindset.
- Experience working in a global, matrixed environment, and building and leading high-performing teams.
- Proficient in Microsoft Office Suite; experience with Lean/Six Sigma a plus.
- Extensive experience in strategic thinking and problem-solving skills.
- Consulting experience with expertise in product/platform strategy and enterprise agile transformation strongly preferred.
Education
- Undergraduate degree in finance or related discipline with substantial technology experience required.
- Master's degree preferred.
.
-
Job Family Group:
Business Strategy, Management & Administration-
Job Family:
Business Process Re-Engineering-
Time Type:
Full time-
Primary Location:
New York New York United States-
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.-
Anticipated Posting Close Date:
Oct 05, 2026-
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Head of Wealth Investment Planning, Business Process Optimization and Value Assurance is a critical leadership role within the Wealth COO playing at the intersection of Strategy, Business and Technology to shape tech-enabled business and value-back strategic priorities intended to radically transform, simplify and streamline critical capabilities, end-to-end journeys and platforms. This role reports to the Wealth COO, requires strong business acumen and effective collaboration across Wealth Business, Functions (e.g., Controls, Operations) and Technology partners as well as broader enterprise stakeholder group (e.g., Technology, COO, Finance).
Key Responsibilities
- Spearhead Investment Planning operating processes, including defining and operationalizing guidelines and cadences closely connected to the strategy and outcomes the business is looking to achieve. As part of this process, the leader will shape and lead prioritization across competing priorities of the integrated tech-enabled Book of Work informed by business value, risk reduction, strategic alignment.
- Define and hold the bar for initiatives scoping, prioritizing process automation, simplification and ensuring solutions scoped to support ultimate objectives, and business casing with an eye towards close linkage between work and value creation.
- Operationalize agile intake toll-gates, prioritization, and resource allocation to ensure the most optimal resource deployment (e.g., funding and resources)
- Run governance processes to ensure delivery against commitments and responsible investment discipline
- Execute, in close partnership with the Finance and Productivity function, value assurance disciplines and linkages to the Wealth P&L, where relevant – i.e., track ROI through structured governance forums, regular business, metric and spend reviews including identifying areas where interventions are required
- Oversee an integrated blueprint of critical capabilities and maturity levels and maintain a roadmap to propel Citi Wealth towards its strategic goals. As part of this responsibility, analyze the current landscape (e.g., journeys, platforms, technology), identify gaps and opportunities for investment to simplify and transform the business
- For priority areas, lead teams through process discovery and mapping exercises to document ‘as is’ processes and design optimized ‘to-be’ processes
- Maintain centralized repository of process documentation.
- Work closely with Technology partners to align the book of work with the target-state technology and data architecture
- Promote the adoption of Agile methodologies across the organization, driving an end-to-end value-oriented approach and adapting agile principles to process improvement.
Skills, Knowledge and Experience
- 15+ years' experience in Financial Services with 5+ years in Technology or Digital Strategy, leading transformations and developing/executing roadmaps for complex global businesses. Experience with business process mapping solutions a plus.
- Demonstrated experience operating at the intersection of Business and Technology, translating strategic priorities into actionable, well-governed investment and delivery plans.
- Understanding and experience with Lean Agile frameworks and complex Agile projects (Lean/Product Owner certifications preferred), including hands-on experience building tech-enabled products or capabilities.
- Deep understanding of Wealth products, business management, architecture, network, and regulatory responsibilities.
- Strong understanding of operations, execution points, and taxonomy design.
- Proven leadership, communication, and collaboration skills, with the ability to influence across all levels.
- Ability to manage through influence, build rapport with senior stakeholders, and drive execution in a matrixed environment.
- Risk-based thinking and analytical mindset.
- Experience working in a global, matrixed environment, and building and leading high-performing teams.
- Proficient in Microsoft Office Suite; experience with Lean/Six Sigma a plus.
- Extensive experience in strategic thinking and problem-solving skills.
- Consulting experience with expertise in product/platform strategy and enterprise agile transformation strongly preferred.
Education
- Undergraduate degree in finance or related discipline with substantial technology experience required.
- Master's degree preferred.
.
-
Job Family Group:
Business Strategy, Management & Administration-
Job Family:
Business Process Re-Engineering-
Time Type:
Full time-
Primary Location:
New York New York United States-
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.-
Anticipated Posting Close Date:
Oct 05, 2026-
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
See All 16 Business Planning Manager Jobs in New York
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Find JobsBusiness Planning Manager Jobs by City in New York
Where New York roles are concentrated, by current openings.
Business Planning Manager Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Retail
What New York Employers Look For
The qualifications that appear most often in business planning manager jobs across New York.
- Bachelor's degree in business administration, finance, or a closely related field
- Demonstrated experience building multi-year financial models and operating plans
- Proficiency in Excel, Power BI, or Tableau for data analysis and executive reporting
- Experience presenting business cases and recommendations to senior leadership
- Familiarity with New York's regulated industries such as finance, utilities, or healthcare
- Strong cross-functional collaboration skills across finance, operations, and product teams
Business Planning Manager Jobs in New York: Frequently Asked Questions
How do you become a business planning manager in New York?
Most business planning managers in New York enter through a bachelor's degree in business, finance, economics, or a related field, followed by several years in financial analysis, operations, or corporate strategy. New York does not require a state-issued license for this role. Employers across the financial district, Midtown corporate offices, and large healthcare systems typically promote from senior analyst or associate roles, often valuing an MBA from one of New York's graduate programs for mid-to-senior transitions.
How much do business planning managers make in New York?
Business planning managers in New York earn a median of about $130,860 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $62,340 for the lowest 10% to over $336,070 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire business planning managers in New York?
Employers hiring business planning managers in New York right now include Lockheed Martin, Metropolitan Transportation Authority, and Citi, based on current listings on Migrate Mate as of October 2026. New York's concentration of Fortune 500 headquarters in finance, media, and consumer goods means large, established corporate planning departments are consistently among the most active sources of these openings.
Which New York cities have the most business planning manager jobs?
New York, Owego, and Buffalo have the most business planning manager openings in New York. New York City dominates because of its extraordinary density of corporate headquarters, investment banks, and large healthcare systems, while Albany draws demand from state government agencies and insurance carriers, and Buffalo's manufacturing and regional bank presence supports planning functions across western New York.
Are there remote business planning manager jobs in New York?
Yes, and more than most fields. Business planning manager work is largely analytical and presentation-driven, making it well suited to remote and hybrid arrangements. About 83% of business planning manager openings tied to New York are remote or hybrid as of October 2026, reflecting how broadly corporate planning teams adopted flexible models. The most remote-friendly sub-functions tend to be financial modeling, reporting, and strategy work that doesn't require on-site operations oversight.
How can I get hired as a business planning manager in New York with little or no experience?
The most realistic entry path is a financial analyst or business analyst role at a large New York employer, followed by a lateral move into a planning function once you've built modeling and reporting experience. Major New York institutions such as large hospital networks, utilities, and financial services firms run rotational analyst programs that include planning rotations. A strong Excel portfolio, exposure to budgeting cycles, and an MBA from a New York school accelerate the move into a named manager title.
Where can I find and apply to business planning manager jobs in New York?
You can find and apply to business planning manager jobs in New York on Migrate Mate, which lists current New York openings from employers actively hiring for this role. Find roles that fit your experience and location, and apply directly to the ones that match.
See All 16 Business Planning Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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