Vice President, Client Portfolio Management

BNY Mellon • New York, NY

2d

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 help position the firm against competitors and drive new business. It represents the firm and its products to internal and external sales teams and end clients, supports product development, and contributes to marketing materials and competitive intelligence.

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, and position the firm against industry competitors to help 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.
• Conduct 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 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