Senior VP Fixed Income Portfolio Manager — Client Strategy

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

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