Senior Portfolio Strategist, IWM
BNY Mellon
BNY Mellon in San Francisco seeks a Vice President, IWM Portfolio Management to drive investment strategy and portfolio oversight within Wealth Management. You will manage client portfolios, align with risk tolerance, and collaborate across teams to optimize performance. The role emphasizes analytical rigor, stakeholder communication, and application of market insights to enhance client outcomes. Advanced credentials or MBAs are valued, with a strong emphasis on fiduciary integrity and client #J-18808-Ljbffr BNY Mellon
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Portfolio Strategist, IWM in San Francisco, CA vacancy
$108k - $154k
...through the presentation of Google advertising products/solutions that will help clients to meet their marketing objectives.Own a portfolio of medium- and large-size businesses by thoroughly understanding growth drivers, identifying opportunities for growth, managing risks...Senior- Brooklyn Investment Group is seeking a Senior Client Portfolio Manager (CPM) in Emeryville, California. In this pivotal role, you will convert quantitative insights into actionable client outcomes while collaborating closely with portfolio managers and engineers. The ideal...Senior
- OpenAI in San Francisco, CA is seeking a Senior Webinar & Digital Events Strategist to redefine webinars as a high‑quality demand channel. You’ll own audience strategy, portfolio design, programming principles, and performance recommendations in collaboration with a Webinar...Senior
- ...experience and scale what works. We’re looking for a Senior Webinar & Digital Events Strategist to redefine webinars and digital experiences as a high... ...quality demand channel. You’ll own audience strategy, portfolio design, programming principles, conversion paths, and...SeniorWork at officeRelocation package
- ...Research Associate to join the Quantitative Research and Analytics group. The role involves conducting rigorous research to optimize portfolio strategies, leveraging advanced programming skills in Python, Julia, or R. The ideal candidate will have at least five years of...Suggested
$200.7k - $250.9k
...they interact with our product. We are looking to hire a fraud strategist to bring deep domain expertise, a relentless drive to execute,... ...stellar customer experience that fosters trust in our platform.As a Senior Risk Strategist focused on fraud, you’ll help shape and execute...Senior- Handshake in San Francisco is seeking a senior communications leader to own and evolve our corporate communications strategy. You will shape Handshake’s external narrative across Careers, EDU, AI and future of work themes, elevating our voice with the media, executives...Senior
- Anthropic seeks an Internal Communications Manager for its Core Tech organization, spanning engineering, infrastructure, and security. You will translate complex technical work into clear narratives and advise executives on timing and tone. You'll shape internal forums,...Senior
- The University of California - San Francisco is seeking a Senior Public Information Representative for the Helen Diller Family Comprehensive Cancer Center. This role involves lead media strategy, counsel, and storytelling regarding cancer research and patient care. The...Senior
- Swinerton Builders in San Francisco is seeking a seasoned Proposal Manager to lead the full proposal process—from strategy development through final delivery—for large, complex pursuits. You will direct pursuit meetings, shape messaging and branding, author executive summaries...Senior
- Mercor is seeking senior corporate law professionals to build evaluation tasks for AI systems operating in complex corporate transactions and governance contexts. The workflows cover major M&A, capital markets, and governance matters. The role spans two jurisdictional...Senior
- Source Code is seeking a Generative AI Expert to join their Technology & Digital Coordination team. This critical role will drive generative AI initiatives, providing innovative solutions to complex issues in corporate services. The ideal candidate will have a Master's ...Senior
- Perplexity is seeking a Governance, Risk & Compliance Analyst to shape our compliance and risk management program. You will lead efforts across SOC2, ISO 27001 and HIPAA, ensure GDPR/CCPA/CPRA readiness, and design scalable audit processes to support growth. You will also...Senior
- ...clients to drive commercial success across product lifecycles. Senior Consultant roles involve executing tasks, preparing materials,... ..., and growth, with offices in the US, Europe, and India, and a portfolio spanning oncology and rare diseases. #J-18808-Ljbffr Blue MatterSenior
- AirOps is hiring a founding team of SEO/AEO strategists to expand this function. This hands-on role sits with enterprise customers, translating... ...pre-sell discussions to close. This role reduces the load on senior strategy by delivering inside defined engagement scopes and by...SeniorImmediate start
- Pallet is seeking a Deployment Strategist based in San Francisco. This role involves owning client deployments from discovery through execution and ensuring client satisfaction in complex environments. Ideal candidates have 6+ years in customer-facing roles, strong technical...Senior
- ...seasoned Deal Desk professional to act as the commercial quarterback for its largest North American contracts. You will partner with senior Account Executives to structure, price, and negotiate bespoke GPU compute agreements that align with strategic margins. You will...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role is essential for building and deepening client relationships, while also ensuring compliance with financial regulations. The ideal candidate will have 5-8 years of relevant...SeniorFull time- A leading technology company in San Francisco is seeking a Senior Employee Communications Manager to craft internal communications strategies. This role involves partnering with executives to inspire and engage employees, driving change management communications, and requires...Senior
- University of California, San Francisco is seeking a procurement professional responsible for acquiring goods and services, including equipment, professional services, and construction-related contracts. The role emphasizes drafting and negotiating complex sourcing documents...Senior
- OpenAI in San Francisco seeks a Senior ABM Strategist to build and lead the operating model for OpenAI’s highest-priority enterprise accounts. You’ll translate commercial priorities into focused 1:1 and 1:many programs, align Marketing and Sales around shared account plans...Senior
- UCSF Health is seeking an Organizational Development Consultant - Performance Management to set and drive enterprise strategy, governance, and effectiveness for performance management across the organization. The role partners with HRBPs and Leadership to embed data-driven...Senior
- Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit...Senior
$280k
Wipro Technologies in the United States seeks a Senior BPS Practioner for Communications, Media & Entertainment. You will drive new logos, manage complex deals, and build relationships with C-level buyers, shaping end-to-end BPS solutions. The role demands 15+ years selling...Senior- BDO USA is seeking an Events Activation specialist to plan and execute live and online events for internal clients, aligning with go-to-market goals and targeted audiences. You will manage communications, budgets, and vendor partnerships to deliver seamless, branded experiences...Senior
- An innovative SaaS company is seeking a Strategic Account Executive to own and expand key enterprise customer relationships. The role emphasizes depth and influence, focusing on consultative selling and high-value accounts. Candidates should have extensive B2B SaaS sales...SeniorFlexible hours
- OpenGov is seeking a Senior Communications Specialist to lead internal communications and social media presence. This hands-on role involves managing communications across channels like Slack and LinkedIn, ensuring clarity and consistency in messaging to employees and...Senior
- Clearway Energy Group in San Francisco, CA seeks an Associate or Senior Associate of BESS Modeling & Structuring to build CWENQuant, develop advanced BESS dispatch optimization, and influence major commercial decisions across trading, origination, development, and asset...Senior
- Join Megaport as a Senior Commercial Analyst in Brisbane, where you'll provide insights to support global sales and price strategies. You'll lead the deals desk, prepare financial reports, and collaborate across departments to drive business growth. The ideal candidate...SeniorFlexible hours
- A federal contracting agency in San Francisco is seeking a Senior FOIA Disclosure Product Manager to support IT missions. The role involves managing product development, conducting market analysis, and collaborating with cross-functional teams. Candidates should have a...SeniorFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Portfolio Strategist, IWM. Be the first to apply!
Related searches
- account strategist San Francisco, CA
- senior brand strategist San Francisco, CA
- strategist San Francisco, CA
- strategy consultant San Francisco, CA
- investment strategist San Francisco, CA
- media strategist San Francisco, CA
- communications strategist San Francisco, CA
- brand strategist San Francisco, CA
- design strategist San Francisco, CA
- business strategist San Francisco, CA
