Senior Vice President, Wealth Portfolio Management Manager

BNY Mellon; Beachwood (OH); On-site; USD 150,000 - 210,000; Full time

Job summary

BNY Mellon is seeking an experienced Investment Manager to independently oversee large, complex accounts within policy guidelines. You will implement strategies, collaborate across teams, and meet with clients to discuss performance and market conditions.

You will contribute to investment policy development, monitor performance, and leverage AI-enabled tools to enhance analysis and reporting. The role may involve guiding junior staff and supporting client retention through superior outcomes.

Qualifications

• Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
• 7-10 years of total work experience preferred, with 7+ years of investment experience for MBA/ CFA holders.
• Licenses and registrations may be required; if not held, must be obtained within regulatory timeframe.
• Bi-lingual capabilities and understanding of local/cultural nuances helpful for client trust.
• Strong interpersonal skills to engage effectively with clients and internal teams.
• Proficiency with technology platforms and digital tools, including AI-enabled solutions for investment decision-making and workflow.

Responsibilities

• Independently manage assets within investment policy guidelines for medium to large and complex accounts/funds.
• Implement investment strategies aligned with client goals and risk tolerance, adhering to policies and regulations.
• Collaborate with research, strategy, and portfolio teams to optimize investment decisions.
• Meet with clients and prospects to discuss strategies, market performance, and conditions.
• Contribute to investment committee by refining policies and strategies to enhance performance.
• Evaluate investment performance and adjust portfolios to meet objectives and guidelines.
• Gather stakeholder input and use data to track KPIs and support decisions.
• Build processes enabling leadership to make informed portfolio decisions.
• Leverage AI-enabled tools for investment analysis, portfolio management, reporting, and efficiency.
• Provide guidance to junior team members and potentially manage a small team.
• Support client retention and expansion through superior performance and service.

Skills

Interpersonal skills

Bi-lingual capabilities

Independent & collaborative

AI-enabled tools proficiency

Education

Bachelor's degree or equivalent

Advanced or graduate degree

Tools

AI-enabled tools

Technology platforms

Job description

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

• Independently manage a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds.
• Implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations.
• Collaborate with research, strategy, and portfolio team members to optimize investment decisions.
• Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions.
• Serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance.
• Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making.
• Build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio.
• Leverage technology, data, and AI-enabled tools to support investment analysis, portfolio management, reporting, and overall operating efficiency.
• Provide guidance to less experienced Portfolio Managers and may manage a small junior team.
• Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.

To be successful in this role, we're seeking the following:

• Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
• 7-10 years of total work experience preferred, with 7 or more years of investment experience preferred for candidates holding MBAs or CFAs.
• Applicable securities industry licenses and registrations may be required for the role. If not already held, any required licenses must be obtained within a timeframe determined by the business and applicable regulatory requirements.
• Applicable local or regional licenses and certifications as required by the business.
• Bi-lingual capabilities and understanding of local/cultural nuances are helpful to build client trust.
• Strong interpersonal skills to engage effectively with clients and internal teams.
• Strong proficiency with technology platforms and digital tools, including the ability to adopt and effectively use AI-enabled solutions in support of investment decision-making and workflow efficiency.
• Ability to work independently and collaboratively within a team environment.