Senior Vice President, Equities Client Portfolio Manager

BNY Mellon • New York, NY

3d

About The Position

BNY Investments is seeking a Senior Vice President Equities Client Portfolio Manager to join its Client Portfolio Management team. The role can be based in New York or Boston. The position communicates the firm’s history, value proposition, product offerings, investment philosophy, processes, and resources to strategically position the firm and drive new business. It champions the business by working with distribution and investment teams to position strategies and represent the firm and its products to internal and external sales teams and end clients. The role also supports existing and prospective investors through consultative, solutions-based discussions, contributes to marketing materials and investment reports, supports development of the product offering, and provides market intelligence on the competitive landscape.

Requirements

• Ideally 5–7 years of experience in client portfolio management or a client-facing technical role such as marketing or product specialist.
• Background in asset management with a focus on equities.
• Ability to travel frequently; travel is expected to be 50–60%.
• Strong investment and analytical acumen.
• Strong written and verbal communication skills, including the ability to explain complex ideas succinctly and effectively.
• Ability to build and maintain positive relationships with portfolio management, research, and distribution professionals.
• Independent work style and high self-motivation.
• Understanding of AI-enabled tools, technologies, and practical applications, with the ability to apply them appropriately in the role.

Nice To Haves

• CFA and/or an advanced degree preferred.

Responsibilities

• Communicate BNY Investments’ history and value proposition as an asset management firm.
• Explain the firm’s product offerings, including Mutual Funds, CITs, and ETFs, as well as its investment philosophy, processes, and resources, to position the firm against competitors and drive new business.
• Work with distribution and investment teams to determine appropriate strategy positioning and represent the firm and its products to internal and external sales teams and end clients.
• Maintain consultative, solutions-based discussions with existing and prospective investors.
• Contribute to the development and maintenance of marketing materials, including fund commentaries and investment reports.
• Inform and support development of the product offering, including additional mutual funds, ETFs, CITs, and the SMA platform.
• Contribute market intelligence to Insights monitoring of the competitive landscape.
• Apply AI-enabled tools, technologies, and practical applications appropriately to enhance productivity, decision-making, or business outcomes.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed