Senior Vice President, Wealth Portfolio Management Manager
Job in
Beachwood, Cuyahoga County, Ohio, 44122, USA
Listed on 2026-10-16
Listing for:
BNY
Full Time
position Listed on 2026-10-16
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Analyst
Job Description & How to Apply Below
- 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.
- 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.
- 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.
Position Requirements
10+ Years
work experience
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