Vice President, Client Portfolio Management
About the role
We are seeking a Client Portfolio Manager at Vice President level to join the Client Portfolio Management team at BNY Investments. This role can be based in New York or Boston.
Responsibilities
- Effectively communicate BNY Investments history and value proposition as an asset management firm.
- Effectively communicate the firm's product offerings (including Mutual Funds, CITs and ETFs) and investment philosophy, processes and resources to strategically position the firm against industry competitors, ultimately driving new business.
- Function as a champion of the business working with the broader distribution and investment teams to determine proper positioning of strategies and represent the firm and its products with internal and external sales teams and end clients.
- Maintain highly consultative and solutions-based discussions with existing and prospective investors.
- Contribute to development and maintenance of marketing and materials including fund commentaries and investment reports.
- Inform and support the development of our product offering to include additional mutual funds, ETFs, CITs and SMA platform.
- Contribute market intelligence to Insights monitoring of the competitive landscape.
Requirements
- Ideally 3-5 years' experience in a client portfolio management role, or a client-facing technical role such as marketing or a product specialist in asset management
- Strong investment and analytical acumen, with candidates having attained CFA and/or advanced degree is a plus
- Strong written and verbal communication skills, including ability to succinctly and effectively explain complex ideas
- Ability to build and maintain positive relationships with peer professionals including portfolio management teams, research team and distribution professionals
- Independent work style and a level of high self-motivation
- Understanding of AI-enabled tools, technologies, and practical applications, with the ability to apply these appropriately within the role to enhance productivity, decision-making, or business outcomes
About the company
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance.
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
- Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and pay-for-performance philosophy
- Access to flexible global resources and tools for your life's journey
- Focus on health, personal resilience, and financial goals
- Generous paid leaves, including paid volunteer time
- Eligibility for annual discretionary incentive award
- 401(k) plan enrollment
- Company-sponsored medical, dental, vision, and basic life insurance plans for employee and eligible dependents
- Various paid time off benefits (vacation and sick time)
Pay
BNY assesses market data to ensure a competitive compensation package. Base salary varies 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. The company reserves the right to modify base salary and any other discretionary payments or compensation programs at any time.