Jobs · Finance · New York

Senior Director, Fixed Income Strategy & Advisor Enablement

BNY · New York, NY · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, legal, etc. Also remove application instructions. We need to parse the job description. Let's extract content: Job Description BNY Wealth is seeking a dynamic and market-savvy Head of Fixed Income Strategy & Advisor Enablement to lead the strategy, positioning, and engagement around fixed income solutions for our wealth clients. This leader will serve as a senior fixed income expert for the business, bringing deep bond market investment expertise, strong commercial instincts, and the emotional intelligence (EQ) needed to build trust across advisors, clients, and partners. This is not a fixed income portfolio manager role. However, the ideal candidate will bring prior experience in fixed income portfolio management or direct investment decision-making, allowing them to credibly represent fixed income capabilities, market views, and portfolio construction insights. The Head of Fixed Income Strategy & Advisor Enablement will work closely with field leadership and financial advisors to help drive fixed income business growth, support client engagement, and enhance the delivery of investment insights and solutions across the platform. Key Responsibilities Serve as the senior fixed income subject matter expert for BNY Wealth, with deep knowledge of bond markets, sectors, structures, and portfolio applications. Partner closely with field leadership and financial advisors to support fixed income strategy, business development, and client opportunities. Act as a highly credible, market-facing representative who can sell fixed income ideas, solutions, and capabilities internally and externally. Translate market developments, rate trends, credit dynamics, and macroeconomic conditions into actionable perspectives for advisors and clients. Support advisors in identifying client needs and positioning fixed income solutions appropriately across portfolios. Build strong, collaborative relationships across the wealth organization, serving as a trusted partner to the field. Deliver presentations, participate in client meetings, and represent BNY Wealth in advisor, client, and industry settings. Travel as needed to meet with advisors, clients, and business partners across markets. Provide insight into fixed income portfolio construction, risk management, and investment implementation based on prior hands-on investment experience. Collaborate with internal stakeholders across investments, product, distribution, and leadership to help shape the fixed income offering and go-to-market approach. Required Qualifications Significant experience in fixed income investing, bond markets, and wealth or investment advisory environments. Prior experience in fixed income portfolio management or a closely related investment role, with the ability to speak credibly about portfolio construction and implementation. Strong commercial orientation, with demonstrated ability to influence, engage, and sell investment ideas and solutions. High level of emotional intelligence (EQ), with exceptional relationship-building, communication, and interpersonal skills. Proven ability to partner effectively with field teams and advisors in a collaborative, client-focused environment. Excellent presentation skills and executive presence. Willingness and ability to travel as needed. Preferred Characteristics Combination of investment depth and business development capability. Strong understanding of how fixed income solutions fit within broader client portfolios and wealth management objectives. Ability to simplify complex market concepts for a range of audiences, from advisors to sophisticated clients. Collaborative, strategic, and highly credible leader who can operate effectively across investment and distribution teams. 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, 2025World’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. Then there is EEO etc. Also there is a paragraph about base salary: "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." We need to include Benefits, Pay, Schedule sections only if posting actually states them. Benefits: there is a paragraph about benefits (competitive compensation, benefits, wellbeing programs, flexible resources, health, personal resilience, financial goals, generous paid leaves, paid volunteer time). That's specific enough to include Benefits section. Pay: The posting mentions base salary info can be found in Job Info section at bottom, but does not give actual numbers. It says "The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting." That is not a specific figure; it's a reference. According to rules: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The posting does not state actual pay; it just says see Job Info. That's likely considered placeholder. So we should NOT include Pay section. Schedule: No mention of schedule (e.g., full-time, part-time, remote). So omit. Skills: There's no explicit Skills section; but we could treat Required Qualifications as Skills? The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We have content for About the role (the introductory paragraph before Key Responsibilities). We have Responsibilities (Key Responsibilities). We have Requirements (maybe Required Qualifications). We have Qualifications (maybe Preferred Characteristics). We have Skills (maybe not explicit). We have Benefits (Our Benefits And Rewards). We have Pay (omit). Schedule (omit). We need to decide mapping. The posting includes "Required Qualifications" and "Preferred Characteristics". Those could map to Requirements and Qualifications respectively. Or we could treat Required Qualifications as Requirements, Preferred Characteristics as Qualifications. There's also "About The Team" which could be About the role? Actually About the role is likely the introductory paragraph describing the role. About The Team is separate but could be considered About the role? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create headings exactly those strings if we have content. We have content for About the role (the initial paragraph). For Responsibilities (Key Responsibilities). For Requirements (Required Qualifications). For Qualifications (Preferred Characteristics). For Skills? Not present; we could omit Skills heading. For Benefits (Our Benefits And Rewards). For Pay and Schedule omit. We must not repeat the job title as a heading. Good. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points from Responsibilities, Required Qualifications, Preferred Characteristics, About The Team, Benefits paragraph. Also the introductory paragraph before Key Responsibilities (the role description). Also maybe the "About The Team" paragraph includes some fluff about awards and newsroom links; we need to preserve that but we can remove boilerplate like navigation, legal, EEO. The "About The Team" includes: "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, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025". That's substantive (awards). We'll keep it. Benefits paragraph: "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." We should not include the EEO paragraph or the base salary details beyond what is needed? The base salary paragraph includes info about compensation philosophy, 401(k), medical, dental, etc. That's actually benefits info. But we already have benefits paragraph; the base salary paragraph includes more details about benefits (401(k), medical, dental, vision, basic life insurance, other benefits, paid time off). That is also substantive benefits info. Should we include that? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we should include that as part of Benefits section. However we must avoid boilerplate like EEO/equal-opportunity/scam-warning. The base salary paragraph is not boilerplate; it's about compensation and benefits. So we should include it. Thus Benefits section will combine the two paragraphs: the "Our Benefits And Rewards" paragraph and the later paragraph about base salary, 401(k), medical, etc. But we need to ensure we don't include the line about "The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting." That's placeholder; we should omit that line because it's not specific. Also lines about base salary may vary depending on factors etc. That's also placeholder? It says "Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience." That's somewhat generic but still substantive? It's describing that base salary may vary; it's not a specific number but it's still info about variability. The rule says never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The phrase "varies" is considered placeholder? It says "never create Pay/Schedule/Benefits sections unless the posting actually states them." For Benefits we already have a section because there is substantive content. Within that section, we can include sentences that mention variability? The rule about filler/placeholder text applies to headings, not necessarily content inside? It says "never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD")". That seems to refer to the content under a heading being just filler. So if we have a Benefits heading, we must ensure the content under it is not just filler like "varies". We have substantive content besides that line. So we can include the variability sentence as part of benefits content; it's not just filler. But we need to decide whether to include the sentence about base salary being found in Job Info section. That's basically a reference to elsewhere; not substantive

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