Senior Vice President, Wealth Portfolio Management Manager

In this role, you'll make an impact in the following ways: - Independently manage a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds. - Implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations. - Collaborate with research, strategy, and portfolio team members to optimize investment decisions. - Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions. - Serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance. - Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines. - Gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making. - Build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio. - Leverage technology, data, and AI-enabled tools to support investment analysis, portfolio management, reporting, and overall operating efficiency. - Provide guidance to less experienced Portfolio Managers and may manage a small junior team. - Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service. To be successful in this role, we're seeking the following: - Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred. - 7-10 years of total work experience preferred, with 7 or more years of investment experience preferred for candidates holding MBAs or CFAs. - Applicable securities industry licenses and registrations may be required for the role. If not already held, any required licenses must be obtained within a timeframe determined by the business and applicable regulatory requirements. - Applicable local or regional licenses and certifications as required by the business. - Bi-lingual capabilities and understanding of local/cultural nuances are helpful to build client trust. - Strong interpersonal skills to engage effectively with clients and internal teams. - Strong proficiency with technology platforms and digital tools, including the ability to adopt and effectively use AI-enabled solutions in support of investment decision-making and workflow efficiency. - Ability to work independently and collaboratively within a team environment. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.Minorities/Females/Individuals With Disabilities/Protected Veterans.