Vice President, Investment Strategist

About the role

We are seeking a Vice President, Investment Strategist to join our Wealth Management team in Miami, FL.

Responsibilities

• Develop and implement investment strategies to meet client objectives by leveraging in-depth market research and analysis.
• Collaborate with Wealth Advisors to develop personal financial plans (including cash flow analysis, investment proposals, retirement planning analysis, etc.) for high-net-worth individuals and families.
• Communicate complex personal wealth plans, investment strategies, and market insights to clients, Wealth Advisors and other internal stakeholders to foster understanding and engagement.
• Monitor market trends and adjust strategies proactively to capitalize on emerging opportunities and mitigate risks.

Requirements

• Bachelor’s degree or the equivalent combination of education and experience is required. Advanced degree preferred.
• Typically 2-5 years of experience.
• CFP or CFA designations preferred.
• Strong analytical and strategic thinking skills to develop and execute effective investment strategies.
• Excellent communication skills to articulate complex concepts to diverse audiences.
• Proficiency in financial analysis tools and investment management software.

Qualifications

• Not specified.

Skills

• Not specified.

Benefits

• Competitive compensation package.
• 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.
• Generous paid leaves, including paid volunteer time.

Pay

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.

Schedule

Not specified.

Company Information

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. 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.