Director, IWM Portfolio Manager

BNY • Beachwood, OH

1d

About The Position

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 Director, IWM Portfolio Manager to join our Wealth Management team. This role is located in Beachwood, OH.
In this role, you’ll make an impact in the following ways:

Requirements

• Bachelor’s degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 10-15 years of total work experience preferred, with over 10 years of investment experience preferred for candidates holding MBAs or CFAs.
• Applicable local/regional licenses or certifications as required by the business.
• Bi-lingual capabilities and an understanding of local/cultural nuances are helpful to build client trust.
• Strong leadership skills with experience supervising senior professionals and influencing client retention.

Responsibilities

• Independently manage a significant amount of assets within investment policy guidelines, including flagship funds.
• Direct a significant portion of assets under management (AUM), manage external revenue of no less than $10 million, and/or oversee larger and more complex funds/accounts that are strategic to the firm.
• Supervise Senior Portfolio Managers and provide guidance to less experienced Portfolio Managers as needed.
• Serve as a key spokesperson for funds by meeting with clients and new business prospects to communicate investment strategy, discuss market performance, and review current market conditions.
• Oversee the evaluation of investment performance and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Participate in investment committee responsibilities, contributing to the development and sharing of policies and strategies to improve business performance.
• Make informed business decisions based on stakeholder input, data, and key performance indicators to support client retention and firm profitability.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1-10 employees