VP, Client Portfolio Management - Strategy & Growth

BNY Mellon; New York (NY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

BNY Mellon seeks a Vice President–level Client Portfolio Manager to join the Client Portfolio Management team at BNY Investments. This role can be based in New York or Boston and focuses on communicating the firm's value proposition and product offerings to position against competitors while driving new business.

You will engage with distribution and investment teams to position strategies, maintain consultative discussions with investors, contribute to marketing materials, and support expansion

Qualifications

• 3–5 years' experience in a client portfolio management role or client-facing role in asset management
• Strong investment and analytical acumen; CFA designation and/or advanced degree is a plus
• Excellent written and verbal communication; ability to explain complex ideas concisely
• Ability to build and maintain relationships with portfolio management, research and distribution teams
• Independent work style with high self-motivation
• Understanding of AI-enabled tools and practical applications for productivity

Responsibilities

• Effectively communicate BNY Investments history and value proposition as an asset management firm
• Effectively communicate the firm's product offerings (mutual funds, CITs and ETFs) and investment philosophy, processes and resources to position the firm against competitors, driving new business
• Function as a champion of the business with distribution and investment teams to position strategies and represent the firm with internal and external sales teams and 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
• Inform and support development of product offerings to include additional mutual funds, ETFs, CITs and SMA platform
• Contribute market intelligence to Insights monitoring of the competitive landscape

Skills

Client portfolio management

Communication skills

Investment analysis

Relationship building

Self-motivation

AI tools understanding

Education

CFA designation or advanced degree

Tools

AI-enabled tools

Job description

BNY Mellon seeks a Vice President–level Client Portfolio Manager to join the Client Portfolio Management team at BNY Investments. This role can be based in New York or Boston and focuses on communicating the firm's value proposition and product offerings to position against competitors while driving new business.

You will engage with distribution and investment teams to position strategies, maintain consultative discussions with investors, contribute to marketing materials, and support expansion