Senior VP, Equities Client Portfolio Strategist

BNY; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

BNY seeks 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 requires frequent travel (50-60%).

You will articulate BNY Investments’ history, value proposition, and product offerings (mutual funds, CITs, ETFs) while collaborating with distribution and investment teams to position strategies and engage with end clients. Strong communication and CFA background are preferred.

Qualifications

• 5-7 years’ experience in a client portfolio management role or client-facing technical role.
• Background in asset management with a focus on equities.
• Willingness to travel 50–60%.
• CFA designation or advanced degree preferred.
• Strong written and verbal communication skills.
• Ability to build relationships with portfolio management, research, and distribution teams.
• Familiarity with AI-enabled tools and their practical applications.

Responsibilities

• Communicate BNY Investments history and value proposition as an asset management firm.
• Communicate product offerings (Mutual Funds, CITs, ETFs) and investment philosophy to position the firm against competitors.
• Collaborate with distribution and investment teams to position strategies and represent the firm with sales teams and end clients.
• Maintain consultative and solutions-based discussions with existing and prospective investors.
• Contribute to development and maintenance of marketing materials including fund commentaries and investment reports.
• Support development of our product offerings to include more mutual funds, ETFs, CITs and SMA platform.
• Provide market intelligence for competitive landscape insights.

Skills

Client portfolio management

Asset management (equities)

Communication skills

Travel readiness

Analytical ability

AI tools awareness

Education

CFA

Advanced degree

Job description

BNY seeks 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 requires frequent travel (50-60%).

You will articulate BNY Investments’ history, value proposition, and product offerings (mutual funds, CITs, ETFs) while collaborating with distribution and investment teams to position strategies and engage with end clients. Strong communication and CFA background are preferred.