Senior Specialist, Wealth Portfolio Management

About the role

We're seeking a future team member for the role of Senior Specialist, Wealth Portfolio Management to join our Wealth Management team. This role is located in Seattle, WA.

Responsibilities

• Support the design, construction, and ongoing management of discretionary and advisory portfolios for wealth clients, applying knowledge of asset allocation, security selection, and portfolio construction frameworks.
• Conduct ongoing portfolio analysis and monitoring by evaluating performance, risk exposures, guideline adherence, and market developments to ensure portfolios remain aligned with client objectives and firm standards.
• Implement portfolio decisions by preparing and executing trades, rebalancing portfolios, and coordinating with trading and operations teams to ensure accurate, timely, and efficient execution in line with internal controls and regulatory requirements.
• Provide investment insight and portfolio-related support to relationship and advisory teams by preparing portfolio reviews, client-ready materials, and analytics that clearly communicate strategy, performance, and positioning.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field, or equivalent work experience.
• Typically 2-5 years of experience in portfolio management, investment research, portfolio analytics, or a related field.
• Progress toward or attainment of a professional designation such as CFA or CAIA preferred.
• Strong portfolio analytics, investment research, and risk assessment skills, with the ability to interpret performance, attribution, and portfolio risk data.
• Proficiency with portfolio management systems, market data tools, and Excel or similar analytical applications.
• Effective communication and collaboration skills to translate investment analysis into clear insights for internal partners and operate in a control-focused, client-centric environment.
• Relevant regulatory licenses may be required based on jurisdiction and product set.

About the team

At BNY, our culture speaks for itself. Recent awards include: America's Most Innovative Companies (Fortune, 2025), World's Most Admired Companies (Fortune, 2025), and "Most Just Companies" (Just Capital and CNBC, 2025).

Benefits

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay-for-performance philosophy. Benefits include access to flexible global resources and tools, health and wellness programs, generous paid leaves (including paid volunteer time), a 401(k) plan, and company-sponsored medical, dental, vision, and basic life insurance plans for employees and eligible dependents. Additional benefits such as various paid time off (vacation and sick time) are dependent on the position offered.