Senior Vice President, Fixed Income Client Portfolio Manager

BNY Mellon • New York, NY

3d

About The Position

BNY Investments is seeking a Senior Vice President-level Fixed Income 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 support new business. It 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; 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.
• Strong fixed income background, ideally with a retail focus.
• Ability to travel frequently, with travel 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, and ability to apply them appropriately to enhance productivity, decision-making, or business outcomes.

Nice To Haves

• Experience with custom SMAs.
• 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, along with its investment philosophy, processes, and resources to strategically position the firm against competitors and support 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.
• Conduct 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.
• Provide market intelligence to support monitoring of the competitive landscape.

What This Job Offers

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