Senior Vice President, Fixed Income Client Portfolio Manager

BNY Mellon; New York (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

BNY Investments is seeking a Fixed Income 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 involves communicating our history, value proposition, and fixed income product offerings to clients and sales teams.

The ideal candidate has 5–7 years in client portfolio management or a related client-facing role, a strong fixed income background (retail focus preferred), CFA or advanced degree, and the

Qualifications

• 5–7 years in client portfolio management or a related client-facing role.
• Strong fixed income background, ideally with a retail focus.
• Willingness to travel 50–60%.
• CFA and/or advanced degree preferred.
• Excellent written and verbal communication skills.
• Ability to build relationships with portfolio management, research, and distribution teams.
• Independent work style with high self-motivation.
• Familiarity with AI-enabled tools and practical applications.

Responsibilities

• Communicate BNY Investments history, value proposition, and product offerings to drive new business.
• Position strategies against competitors and coordinate with internal/external sales teams.
• Maintain consultative discussions with existing and prospective investors.
• Develop and maintain marketing materials including fund commentaries and reports.
• Support development of new fund offerings (mutual funds, ETFs, CITs, SMA platform).
• Provide market intelligence on the competitive landscape.

Skills

Client portfolio management

Fixed income expertise

Travel willingness

Communication skills

Relationship building

Independent work style

Education

CFA or advanced degree preferred

Tools

AI-enabled tools

Job description

Role Overview:

We are seeking a Fixed Income 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 strong fixed income background, ideally with a retail focus
• Experience with custom SMAs is also a plus
• 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.