Director, Investment Thought Leadership

About the role

BNY Wealth is seeking a Director, Investment Thought Leadership to build and lead its investment content strategy and execution. This strategic leadership role will define the vision, cadence, and execution model for investment-related content, translating the insights of the Chief Investment Office into compelling, relevant, and timely communications for clients, advisors, and internal stakeholders. The position requires deep wealth management and investment communications expertise, not a broad-based general marketing role.

Responsibilities

• Lead the development and execution of BNY Wealth’s investment content marketing strategy.
• Build a structured content program supporting communications to wealth advisory clients, advisors, internal partners, and the Chief Investment Office.
• Develop content that conveys investment philosophy, market perspectives, timely market developments, and thought leadership themes.
• Define the editorial and communication cadence across weekly, quarterly, bi-annual, and event-driven content.
• Reassess and enhance existing content forums and communication vehicles to improve consistency, relevance, and impact.
• Partner closely with investment subject matter experts and senior leaders to translate complex ideas into clear, compelling, and client-relevant content.
• Serve as the strategic owner of the content function, setting quality standards and defining best-in-class wealth and investment communications.
• Produce and/or oversee the creation of high-quality investment and market content with minimal senior-level editing or rework.
• Help elevate senior leaders as thought leaders by streamlining the content development process and reducing their involvement in day-to-day editing and proofreading.
• Build and potentially manage a broader content capability over time, including the opportunity to hire or lead additional specialized talent as the function evolves.

Qualifications

• Significant experience in content marketing, investment communications, editorial strategy, or thought leadership development within wealth management, private banking, asset management, or broader financial services.
• Strong expertise in investment and market-related content, particularly for wealth management or high-net-worth/client advisory audiences.
• Deep understanding of financial topics, including asset classes, Federal Reserve and macroeconomic policy, market dynamics, investment themes, and portfolio and wealth planning concepts.
• Demonstrated ability to build content programs strategically, not just execute individual deliverables.
• Exceptional writing, editing, and storytelling skills, with the ability to translate complex financial subject matter into clear, engaging, and client-friendly content.
• Proven ability to work effectively with senior stakeholders, advisors, portfolio strategists, and subject matter experts.
• High degree of independence, judgment, and strategic thinking.
• Strong understanding of how content supports client engagement, advisor enablement, and thought leadership in a wealth management context.
• Experience working in or closely with a Chief Investment Office, investment strategy team, wealth platform, or advisory business preferred.
• People management or team-building experience is a plus.