VP, Client Portfolio Growth & Strategy

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

Job summary

BNY Investments seeks a Vice President-level Client Portfolio Manager 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 position the firm against competitors and drive new business.

Successful candidates will have 3–5 years in client portfolio management or related roles, strong investment acumen, and excellent communication skills.

Qualifications

• 3–5 years’ experience in client portfolio management or client-facing roles in asset management.
• CFA or advanced degree is a plus.
• Strong written and verbal communication; ability to explain complex ideas clearly.
• Ability to build relationships with portfolio management, research, and distribution teams.
• Independent work style with high self-motivation.
• Understanding of AI-enabled tools and how to apply them to improve productivity.

Responsibilities

• Effectively communicate BNY Investments history and value proposition to drive new business.
• Communicate product offerings (Mutual Funds, CITs, ETFs) and investment philosophy to position against competitors.
• Collaborate with distribution and investment teams to position strategies with sales teams and clients.
• Maintain consultative discussions with existing and prospective investors.
• Contribute to development and maintenance of marketing materials and reports.
• Support development of product offerings including mutual funds, ETFs, CITs and SMA platform.

Skills

Client portfolio management

Investment analysis

Communication skills

Relationship building

Independent work style

AI tools awareness

Education

CFA

Advanced degree

Job description

BNY Investments seeks a Vice President-level Client Portfolio Manager 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 position the firm against competitors and drive new business.

Successful candidates will have 3–5 years in client portfolio management or related roles, strong investment acumen, and excellent communication skills.