Director, Client Portfolio Management

BNY Mellon; Boston (MA); On-site; USD 140,000 - 180,000; Full time

Job summary

BNY Mellon is seeking a Client Portfolio Manager for the Client Portfolio Management team in Boston. The role emphasizes a fixed income background with breadth across asset classes.

You will communicate the firm's value proposition, investment philosophy, and product suite to internal and external audiences, supporting business development and client engagement. The ideal candidate has 8–10 years in client-facing roles, strong investment acumen, and excellent communication skills.

Qualifications

• 8–10 years in a client-facing technical role such as marketing or product specialist.
• Strong investment and analytical acumen; CFA and/or advanced degree preferred.
• Strong written and verbal communication; ability to succinctly explain complex ideas.
• Ability to build and maintain positive relationships with portfolio management, research, and distribution teams.

Responsibilities

• Effectively communicate Insight's history and value proposition as an asset management firm.
• Effectively communicate the firm's product offerings (Mutual Funds, CITs and ETFs) and investment philosophy to position the firm against competitors.
• Collaborate with distribution and investment teams to determine proper positioning of strategies and represent the firm with internal and external sales teams and end clients.
• Maintain consultative and solutions-based discussions with existing and prospective investors.
• Contribute to development and maintenance of marketing 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

Client-facing

Investment analysis

CFA preferred

Advanced degree preferred

Written & verbal communication

Relationship management

Independent work style

AI tools familiarity

Education

CFA

Advanced degree

Job description

Role Overview:

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.

In this role, you'll make an impact in the following ways:

• 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.

To be successful in this role, we're seeking the following:

• 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.