Director, Investment Thought Leadership

BNY Mellon; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

BNY Wealth seeks a Director, Investment Thought Leadership to shape and lead our investment content strategy, translating CIO insights into clear, timely communications for clients, advisors, and internal partners.

This strategic leadership role focuses on defining vision, cadence, and execution for investment content, articulating market perspectives and thought leadership in a way that resonates with wealth clients and the teams who support them.

Qualifications

• Experience in content marketing, investment communications, editorial strategy, or thought leadership within wealth management or financial services.
• Strong expertise in investment and market-related content for wealth management or high-net-worth clients.
• Ability to build strategic content programs and translate complex ideas into client-friendly content.
• Excellent writing, editing, and storytelling skills; ability to work with senior stakeholders.
• Experience with Chief Investment Office, wealth platform, or advisory business is a plus.
• People management or team-building experience is a plus.

Responsibilities

• Lead the development and execution of the investment content marketing strategy.
• Build a structured content program for clients, advisors, internal partners, and CIO.
• Develop content conveying investment philosophy, market perspectives, and timely themes.
• Define editorial cadence across weekly, quarterly, bi-annual, and event-driven content.
• Enhance content forums and channels for consistency, relevance, impact.
• Partner with subject matter experts and leaders to translate complex ideas into client-ready content.
• Own the content function's quality standards and best-in-class benchmarks.
• Produce or oversee high-quality investment content with minimal editing needs.
• Elevate senior leaders as thought leaders by streamlining content development.
• Build and potentially lead a broader content capability over time.

Skills

Content marketing

Investment communications

Editorial strategy

Thought leadership development

Wealth management

Asset management

Financial services

Writing & storytelling

Stakeholder management

Team leadership

Job description

BNY Wealth is seeking a Director, Investment Thought Leadership to build and lead our investment content strategy and execution. This role will be responsible for shaping a best-in-class content marketing function focused on translating the insights of the Chief Investment Office into compelling, relevant, and timely communications for clients, advisors, and internal stakeholders.

This is a strategic leadership role for a content specialist with deep wealth management and investment communications experience - not a broad-based general marketing position. The successful candidate will define the vision, cadence, and execution model for investment-related content, ensuring our communications clearly articulate market perspectives, investment philosophy, and broader thought leadership in ways that resonate with wealth clients and the teams who support them.

Key Responsibilities

• Lead the development and execution of BNY Wealth’s investment content marketing strategy
• Build a structured content program that supports communications to wealth advisory clients, advisors, internal partners, and the Chief Investment Office
• Develop content that conveys:
  • Investment philosophy
  • Market perspectives
  • Timely market developments
  • Thought leadership themes
• Define the appropriate editorial and communication cadence across weekly, quarterly, bi-annual, and event-driven content
• Reassess and enhance existing content forums and communication vehicles to improve consistency, relevance, and impact
• Partner closely with investment subject matter experts and senior leaders to translate complex ideas into clear, compelling, and client-relevant content
• Serve as the strategic owner of the content function, setting quality standards and defining what best-in-class looks like for wealth and investment communications
• Produce and/or oversee the creation of high-quality investment and market content with minimal need for senior-level editing or rework
• Help elevate senior leaders as thought leaders by streamlining the content development process and reducing their involvement in day-to-day editing and proofreading
• Build and potentially manage a broader content capability over time, including the opportunity to hire or lead additional specialized talent as the function evolves

Qualifications

• Significant experience in content marketing, investment communications, editorial strategy, or thought leadership development within wealth management, private banking, asset management, or broader financial services
• Strong expertise in investment and market-related content, particularly for wealth management or high-net-worth/client advisory audiences
• Deep understanding of financial topics, including:
  • Asset classes
  • Federal Reserve and macroeconomic policy
  • Market dynamics
  • Investment themes
  • Portfolio and wealth planning concepts
• Demonstrated ability to build content programs strategically, not just execute individual deliverables
• Exceptional writing, editing, and storytelling skills, with the ability to translate complex financial subject matter into clear, engaging, and client-friendly content
• Proven ability to work effectively with senior stakeholders, advisors, portfolio strategists, and subject matter experts
• High degree of independence, judgment, and strategic thinking
• Strong understanding of how content supports client engagement, advisor enablement, and thought leadership in a wealth management context
• Experience working in or closely with a Chief Investment Office, investment strategy team, wealth platform, or advisory business preferred
• People management or team-building experience is a plus