Vice President, Investment Strategist
BNY Mellon
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 and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Vice President, Investment Strategist to join our Wealth Management team. This role is located in Miami FL.
In this role, you'll make an impact in the following ways:
- 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.
To be successful in this role, we're seeking the following:
- 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.
At BNY, our culture speaks for itself, check out the latest BNY news at:
- BNY Newsroom
- BNY LinkedIn
Here's a few of our recent awards:
- America's Most Innovative Companies, Fortune, 2025
- World's Most Admired Companies, Fortune 2025
- "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide 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, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Vacancy posted 1 day ago
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