Senior VP Fixed Income Client Portfolio Lead (NY/Boston)

BNY; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

BNY invites a Fixed Income Client Portfolio Manager (SVP level) to join the Client Portfolio Management team. The role can be based in New York or Boston and involves communicating the firm’s value proposition, product offerings, and investment philosophy to clients and internal teams.

The ideal candidate has 5–7 years in client portfolio management or related client-facing roles, with a strong fixed income background and CFA or advanced degree preferred.

Qualifications

• 5–7 years in client portfolio management or client-facing role.
• Strong fixed income background, retail focus preferred.
• Experience with custom SMAs is a plus.
• Ability to travel 50–60%.
• CFA designation or advanced degree preferred.
• Excellent written and verbal communication; capable of building relationships.

Responsibilities

• Communicate BNY Investments history and value proposition to clients and internal partners.
• Articulate product offerings (Mutual Funds, CITs, ETFs) and investment philosophy to position firm against competitors.
• Collaborate with distribution and investment teams to position strategies and represent firm to end clients.
• 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 platforms.
• Provide market intelligence to Insights on the competitive landscape.

Skills

Fixed income

CFA

Travel 50-60%

Client management

Communication

Education

CFA or advanced degree

Job description

BNY invites a Fixed Income Client Portfolio Manager (SVP level) to join the Client Portfolio Management team. The role can be based in New York or Boston and involves communicating the firm’s value proposition, product offerings, and investment philosophy to clients and internal teams.

The ideal candidate has 5–7 years in client portfolio management or related client-facing roles, with a strong fixed income background and CFA or advanced degree preferred.