Senior Portfolio Manager - BNY Wealth

BNY Mellon • Dallas, TX

1d • Onsite

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 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 #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas.

Requirements

• Bachelor’s degree or equivalent combination of education and experience required.
• Applicable local or regional licenses and certifications as required by the business.
• Strong leadership skills with experience mentoring junior investment professionals.

Nice To Haves

• Advanced/graduate degree preferred.
• 10-15 years of total work experience preferred.
• Over 10 years of investment experience preferred for candidates holding advanced portfolio management designations such as CFA, CIMA, or MBA.

Responsibilities

• Independently manage a significant amount of assets within the client’s investment policy guidelines.
• Direct a significant portion of assets under management (AUM), and oversee larger or more complex relationships/accounts that are strategic to the region.
• Meet with clients and new business prospects to communicate investment strategy, discuss market performance, and review current market conditions.
• Evaluate and articulate investment performance and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Participate in investment committee responsibilities, contributing to the development of policies and strategies to improve portfolio performance.
• Make informed business decisions based on stakeholder input, data, and key performance indicators to support client retention and success.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior