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Senior Director, Portfolio Management Manager

BNY

Senior Leadership Role In Chief Investment OfficeThis is a senior leadership role within the Chief Investment Office, reporting to the CIO, focused on turning the firm's investment views into scalable portfolio solutions for advisors and clients. The role acts as the "implementation engine" of the CIO office, leading portfolio construction, model portfolios, investment execution, and solution design across the wealth platform.Core purposeBuild and oversee the firm's portfolio architectureConvert asset allocation views into practical investment solutionsSupport advisor success, client outcomes, and future platform growthHelp modernize the investment platform from a traditional trust model toward a more scalable, advisor-centric and RIA-oriented modelKey responsibilitiesLead portfolio construction across objectives like growth, income, tax-aware, ESG, alternatives, retirement, and high-net-worth custom solutionsDevelop scalable investment solutions such as model portfolios, UMAs, multi-manager portfolios, concentrated stock strategies, and goals-based frameworksEnsure portfolios meet fiduciary, regulatory, and OCC trust standardsPartner with advisors, fiduciary, risk, compliance, legal, product, operations, and technologyBuild and lead a high-performing portfolio construction teamImprove advisor adoption of CIO solutions and refine offerings based on field feedbackIdeal candidateThe firm wants a highly experienced investment leader with:15+ years in investment or wealth managementDeep portfolio construction and asset allocation expertiseStrong knowledge of fiduciary portfolio management in an OCC-regulated trust environmentExperience serving high-net-worth and ultra-high-net-worth clientsStrong advisor partnership and executive communication skills

Vacancy posted 3 days ago
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