Vice President, Client Coverage - BNY Investments

BNY; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

BNY Investments is a leading investment manager delivering investment strategy content and portfolio analysis to intermediary wealth management clients in North America. The Portfolio Strategy Group partners with Distribution, Product Management, Channel Marketing, and Investment Boutiques to ensure accurate, relevant investment messaging across asset classes.

The role requires a Bachelor’s degree with CFA preferred, 7+ years of experience, and exceptional writing and interpersonal skills to

Qualifications

• Bachelor's degree required.
• CFA preferred.
• 7+ years experience.
• Understanding of the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
• Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
• Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.
• Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.

Responsibilities

• Creation and delivery of investment strategy content and delivery portfolio construction analysis to external client. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.
• Build strong partnerships across the organization to create and manage print and digital marketing communications. Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
• Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.

Skills

Portfolio strategy

Copywriting

Editorial skills

Interpersonal skills

Project prioritization

Education

Bachelor's degree

CFA preferred

Job description

Job Description

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 2026. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY.

The Portfolio Strategy Group team partners with the Distribution team, Product Management, Channel Marketing, and our Investment Boutiques to create and ensure the delivery of accurate, consistent, compelling, and relevant investment strategy communications, concepts and content to intermediary wealth management clients in North America. Coverage and responsibilities range across asset classes (Equity, Fixed Income, Multi-Asset, and Alternatives), investment vehicles (mutual funds, SMA, bank collective trusts, separate accounts, private/illiquid), and macro and micro market and investing thematics.

Primary Responsibilities

• Creation and delivery of investment strategy content and delivery portfolio construction analysis to external client. This includes building and delivering presentations on current industry topics, distribution of model portfolios, and offering in depth and actionable portfolio analysis to clients.
• Build strong partnerships across the organization to create and manage print and digital marketing communications. Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
• Working with partners in Marketing and Compliance to produce relevant, differentiated content that better positions our investment capabilities with our clients. Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.

Job Requirements

• Bachelor s degree required
• CFA preferred
• 7+ years experience
• Understanding of the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
• Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
• Outstanding copywriting and editorial skills; must be able to take complex concepts and synthesize concisely.
• Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.

Qualifications

• May require successful completion of FINRA Series 7. Minimum Education BA Minimum Experience 10+ years Minimum Language Skills English.

About Us

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

Here’s a Few Of Our Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.