Senior Director, Fixed Income Strategy & Advisor Enablement

Socket.dev; New York (NY); On-site; USD 180,000 - 320,000; Full time

Job summary

BNY Wealth is seeking a dynamic and market-savvy Head of Fixed Income Strategy & Advisor Enablement to lead the strategy, positioning, and engagement around fixed income solutions for our wealth clients. This leader will bring deep bond market investment expertise and the EQ to build trust across advisors, clients, and partners.

The role focuses on enabling advisors and shaping our fixed income offering, not portfolio management.

Qualifications

• Extensive experience in fixed income investing and bond markets within wealth/investment advisory environments.
• Experience in fixed income portfolio management or related investment role.
• Strong commercial orientation with ability to influence, engage, and sell investment ideas and solutions.
• High emotional intelligence with exceptional relationship-building and communication skills.
• Proven ability to partner with field teams and advisors in a client-focused environment.
• Excellent presentation skills and executive presence.
• Willingness and ability to travel as needed.

Responsibilities

• Serve as the senior fixed income subject matter expert for BNY Wealth with deep bond market knowledge.
• Partner with field leadership to support fixed income strategy, business development, and client opportunities.
• Act as a credible, market-facing representative to sell fixed income ideas and capabilities.
• Translate market developments into actionable perspectives for advisors and clients.
• Support advisors in identifying client needs and positioning fixed income solutions.
• Build strong relationships across the wealth organization as a trusted partner.
• Deliver presentations, participate in client meetings, and represent BNY Wealth in various settings.
• Travel to meet advisors, clients, and business partners across markets.
• Provide insights into fixed income portfolio construction and risk management from prior experience.
• Collaborate with investments, product, distribution, and leadership to shape the fixed income offering and GTM approach.

Skills

Fixed income investing

Portfolio management

Commercial acumen

Emotional intelligence

Stakeholder collaboration

Executive presence

Travel flexibility

Job description

BNY Wealth is seeking a dynamic and market-savvy Head of Fixed Income Strategy & Advisor Enablement to lead the strategy, positioning, and engagement around fixed income solutions for our wealth clients.

This leader will serve as a senior fixed income expert for the business, bringing deep bond market investment expertise, strong commercial instincts, and the emotional intelligence (EQ) needed to build trust across advisors, clients, and partners.

This is not a fixed income portfolio manager role. However, the ideal candidate will bring prior experience in fixed income portfolio management or direct investment decision-making, allowing them to credibly represent fixed income capabilities, market views, and portfolio construction insights.

The Head of Fixed Income Strategy & Advisor Enablement will work closely with field leadership and financial advisors to help drive fixed income business growth, support client engagement, and enhance the delivery of investment insights and solutions across the platform.

Key Responsibilities

• Serve as the senior fixed income subject matter expert for BNY Wealth, with deep knowledge of bond markets, sectors, structures, and portfolio applications.
• Partner closely with field leadership and financial advisors to support fixed income strategy, business development, and client opportunities.
• Act as a highly credible, market-facing representative who can sell fixed income ideas, solutions, and capabilities internally and externally.
• Translate market developments, rate trends, credit dynamics, and macroeconomic conditions into actionable perspectives for advisors and clients.
• Support advisors in identifying client needs and positioning fixed income solutions appropriately across portfolios.
• Build strong, collaborative relationships across the wealth organization, serving as a trusted partner to the field.
• Deliver presentations, participate in client meetings, and represent BNY Wealth in advisor, client, and industry settings.
• Travel as needed to meet with advisors, clients, and business partners across markets.
• Provide insight into fixed income portfolio construction, risk management, and investment implementation based on prior hands-on investment experience.
• Collaborate with internal stakeholders across investments, product, distribution, and leadership to help shape the fixed income offering and go-to-market approach.

Required Qualifications

• Significant experience in fixed income investing, bond markets, and wealth or investment advisory environments.
• Prior experience in fixed income portfolio management or a closely related investment role, with the ability to speak credibly about portfolio construction and implementation.
• Strong commercial orientation, with demonstrated ability to influence, engage, and sell investment ideas and solutions.
• High level of emotional intelligence (EQ), with exceptional relationship-building, communication, and interpersonal skills.
• Proven ability to partner effectively with field teams and advisors in a collaborative, client-focused environment.
• Excellent presentation skills and executive presence.
• Willingness and ability to travel as needed.

Preferred Characteristics

• Combination of investment depth and business development capability.
• Strong understanding of how fixed income solutions fit within broader client portfolios and wealth management objectives.
• Ability to simplify complex market concepts for a range of audiences, from advisors to sophisticated clients.
• Collaborative, strategic, and highly credible leader who can operate effectively across investment and distribution teams.

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• America's Most Innovative Companies, Fortune, 2025
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Our 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.