Director, Client Portfolio Management

BNY; Boston (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

BNY Investments seeks a Client Portfolio Manager to join the Client Portfolio Management team in Boston. The ideal candidate has a fixed income background and cross-asset experience is a plus, with 8–10 years in client-facing roles and CFA/advanced degree preferred.

The role involves communicating the firm’s investment philosophy, products, and competitive positioning to internal teams and external clients, while maintaining consultative discussions with investors and contributing to marketing

Qualifications

• 8–10 years in a client-facing technical role such as marketing or product specialist.
• CFA and/or advanced degree preferred.
• Strong written and verbal communication; ability to explain complex ideas clearly.
• Ability to build and maintain relationships with portfolio management, research, and distribution teams.
• Independent work style and high self-motivation.
• Understanding of AI-enabled tools and practical applications.

Responsibilities

• Effectively communicate Insight’s history and value proposition as an asset management firm.
• Effectively communicate the firm’s product offerings (including Mutual Funds, CITs and ETFs) and investment philosophy, processes and resources to strategically position the firm against industry competitors, ultimately driving new business.
• Function as a champion of the business working with the broader distribution and investment teams to determine proper positioning of strategies and represent the firm and its products with internal and external sales teams and end clients.
• Maintain highly consultative and solutions‑based discussions with existing and prospective investors.
• Contribute to development and maintenance of marketing and materials including fund commentaries and investment reports.
• Inform and support the development of our product offering to include additional mutual funds, ETFs, CITs and SMA platform.
• Contribute market intelligence to Insights monitoring of the competitive landscape.

Skills

Investment acumen

Analytical skills

Written and verbal communication

Relationship building

Independent work style

AI tools understanding

Education

CFA or Advanced degree

Job description

Job Description

We are seeking a Client Portfolio Manager to join the Client Portfolio Management team at BNY Investments, based in Boston. The ideal candidate should have a fixed income background, although experience across multiple asset classes would be highly beneficial.

Impact

• Effectively communicate Insight’s history and value proposition as an asset management firm.
• Effectively communicate the firm’s product offerings (including Mutual Funds, CITs and ETFs) and investment philosophy, processes and resources to strategically position the firm against industry competitors, ultimately driving new business.
• Function as a champion of the business working with the broader distribution and investment teams to determine proper positioning of strategies and represent the firm and its products with internal and external sales teams and end clients.
• Maintain highly consultative and solutions‑based discussions with existing and prospective investors.
• Contribute to development and maintenance of marketing and materials including fund commentaries and investment reports.
• Inform and support the development of our product offering to include additional mutual funds, ETFs, CITs and SMA platform.
• Contribute market intelligence to Insights monitoring of the competitive landscape.

Requirements

• Ideally 8-10 years’ experience in a client‑facing technical role such as marketing or product specialist.
• Strong investment and analytical acumen, with candidates having attained CFA/and or advanced degree preferred.
• Strong written and verbal communication skills, including ability to succinctly and effectively explain complex ideas.
• Ability to build and maintain positive relationships with peer professionals including portfolio management teams, research team and distribution professionals.
• Independent work style and a level of high self‑motivation.
• Understanding of AI‑enabled tools, technologies, and practical applications, with the ability to apply these appropriately within the role to enhance productivity, decision‑making, or business outcomes.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Benefits and Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.