Senior Vice President, Equities Client Portfolio Manager

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

Role Overview:

We are seeking a Equities Client Portfolio Manager at Senior Vice President level level to join the Client Portfolio Management team at BNY Investments.

This role can be based in New York or Boston.

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

• Effectively communicate BNY Investments 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 5-7 years' experience in a client portfolio management role, or a client-facing technical role such as marketing or a product specialist.
• A background in asset management with a focus on equities
• The ability to travel frequently (50-60% travel)
• 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.