Senior Vice President, Equities Client Portfolio Manager
About The Position
BNY Investments is seeking a Senior Vice President Equities Client Portfolio Manager to join its Client Portfolio Management team. The role may be based in New York or Boston. The position communicates BNY Investments’ history, value proposition, investment philosophy, processes, resources, and product offerings—including mutual funds, collective investment trusts (CITs), and ETFs—to strategically position the firm and help drive new business. The Client Portfolio Manager works with distribution and investment teams to position strategies and represents 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, fund commentaries, and investment reports; informs development of the product offering, including mutual funds, ETFs, CITs, and the SMA platform; and provides market intelligence on the competitive landscape. The successful candidate will bring asset management experience focused on equities, strong investment and analytical skills, clear written and verbal communication, and the ability to build relationships across portfolio management, research, and distribution teams. Frequent travel of 50–60% is required. BNY offers competitive compensation, benefits, and wellbeing programs, with eligibility and plan participation subject to applicable terms and conditions and the position offered.
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 to enhance productivity, decision-making, or business outcomes.
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, 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.
- Hold consultative, solutions-based discussions with existing and prospective investors.
- Contribute to the development and maintenance of marketing materials, fund commentaries, and investment reports.
- Inform and support development of the product offering, including mutual funds, ETFs, CITs, and the SMA platform.
- Contribute market intelligence to monitoring of the competitive landscape.
Benefits
- Competitive compensation, benefits, and wellbeing programs.
- Generous paid leaves, including paid volunteer time.
- Eligible employees may enroll in a 401(k) plan, subject to applicable terms and conditions.
- Eligible employees may participate in company-sponsored medical, dental, vision, and basic life insurance plans for themselves and eligible dependents, subject to applicable terms and conditions.
- Other benefits may include paid time off such as vacation and sick time, depending on the position offered.
- Eligible employees may receive an annual discretionary incentive award.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
