Senior Vice President, Fixed Income Client Portfolio Manager
About The Position
BNY Investments is seeking a Fixed Income Client Portfolio Manager at the Senior Vice President level to join its Client Portfolio Management team. The role can be based in New York or Boston and involves communicating the firm’s history, value proposition, product offerings, investment philosophy, processes, and resources to investors and sales teams. The position supports strategic product positioning and business development, works with distribution and investment teams, maintains consultative relationships with current and prospective investors, contributes to marketing materials and investment reports, supports product development, and provides competitive market intelligence. The role requires frequent travel of 50–60%. The position calls for strong fixed income knowledge, investment and analytical acumen, effective communication and relationship-building skills, and the ability to work independently. Experience with client portfolio management or another client-facing technical role is sought, with experience in custom SMAs considered a plus. Candidates should understand AI-enabled tools and practical applications and be able to apply them appropriately to improve productivity, decision-making, or business outcomes. BNY describes a culture focused on employee growth, innovation, advanced technology, and client solutions. It offers competitive compensation, benefits, and wellbeing programs, as well as paid leaves including paid volunteer time. The position may include eligibility for an annual discretionary incentive award. Eligible employees may enroll in a 401(k) plan and participate in company-sponsored medical, dental, vision, and basic life insurance plans; other benefits and paid time off may depend on 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 specialization.
- Strong fixed income background, ideally with a retail focus.
- Ability to travel frequently, approximately 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
- Experience with custom SMAs.
- CFA designation and/or an advanced degree.
Responsibilities
- Communicate BNY Investments’ history and value proposition as an asset management firm.
- Explain the firm’s product offerings, investment philosophy, processes, and resources, and position the firm against competitors to support new business.
- Work with distribution and investment teams to determine appropriate positioning of strategies 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.
- Support the 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 and wellbeing programs.
- Generous paid leaves, including paid volunteer time.
- Potential eligibility for an annual discretionary incentive award.
- 401(k) plan for eligible employees.
- Company-sponsored medical, dental, vision, and basic life insurance plans for eligible employees and eligible dependents.
- Other benefits, including vacation and sick time, depending on the position offered.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
