Equities Client Portfolio VP — Strategy & Growth

BNY Mellon; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

BNY Mellon is seeking an Equities Client Portfolio Manager at Senior Vice President level to join the Client Portfolio Management team. This role can be based in New York or Boston and will partner with distribution and investment teams.

You will communicate the firm's philosophy, position strategies against competitors, and support development of funds, ETFs, and SMA platforms while maintaining strong client relationships and market insights.

Qualifications

• 5-7 years in a client portfolio management or similar client-facing role.
• Asset management background with an equities focus.
• Willingness to travel 50-60%.
• Strong investment/analytical acumen; CFA or advanced degree preferred.
• Excellent written and verbal communication skills.

Responsibilities

• Communicate BNY Investments history and value proposition to position against competitors and drive new business.
• Explain the firm's investment philosophy, processes and resources to support sales and client conversations.
• Collaborate with distribution and investment teams to determine proper positioning of strategies.
• Maintain consultative and solutions-based discussions with existing and prospective investors.
• Contribute to development and maintenance of marketing materials and investment reports.
• Support development of product offerings including mutual funds, ETFs, CITs and SMA platform.
• Provide market intelligence to Insights monitoring of the competitive landscape.

Skills

Communication

Analytical skills

Equities focus

Client relationships

Education

CFA

Advanced degree

Job description

BNY Mellon is seeking an Equities Client Portfolio Manager at Senior Vice President level to join the Client Portfolio Management team. This role can be based in New York or Boston and will partner with distribution and investment teams.

You will communicate the firm's philosophy, position strategies against competitors, and support development of funds, ETFs, and SMA platforms while maintaining strong client relationships and market insights.