Vice President, Client Portfolio Management
About The Position
BNY Investments is seeking a Vice President-level Client Portfolio Manager to join its Client Portfolio Management team. The role may 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 BNY Investments and support new business. It works 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; helps develop the product offering; and provides market intelligence on the competitive landscape. BNY offers competitive compensation, benefits, and wellbeing programs, including access to flexible global resources and tools. The role may be eligible 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 may include paid time off, such as vacation and sick time, and generous paid leaves, including paid volunteer time. Benefit eligibility depends on the position and applicable plan terms.
Requirements
- Ideally 3–5 years of experience in client portfolio management or a client-facing technical role such as marketing or product specialist in asset management.
- 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 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 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 developing and maintaining marketing materials, including fund commentaries and investment reports.
- Support development of the product offering, including mutual funds, ETFs, CITs, and the SMA platform.
- Provide market intelligence for monitoring the competitive landscape.
Benefits
- Competitive compensation and wellbeing programs.
- Potential eligibility for an annual discretionary incentive award.
- 401(k) plan for eligible employees.
- Company-sponsored medical insurance for eligible employees and dependents.
- Company-sponsored dental insurance for eligible employees and dependents.
- Company-sponsored vision insurance for eligible employees and dependents.
- Basic life insurance for eligible employees and dependents.
- Paid time off, potentially including vacation and sick time, depending on position.
- Generous paid leaves, including paid volunteer time.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
