Senior Portfolio Manager - BNY Wealth

Role Overview

We're seeking a future team member for the role of Senior Portfolio Manager to join our Wealth Management team. This role is located in Dallas.

• Independently manage a significant amount of assets within the client's investment policy guidelines.
• Direct a significant portion of assets under management (AUM), and oversee larger or more complex relationships/accounts that are strategic to the region.
• Meet with clients and new business prospects to communicate investment strategy, discuss market performance, and review current market conditions.
• Evaluate and articulate investment performance and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Participate in investment committee responsibilities, contributing to the development of policies and strategies to improve portfolio performance.
• Make informed business decisions based on stakeholder input, data, and key performance indicators to support client retention and success.

• Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 10-15 years of total work experience preferred, with over 10 years of investment experience preferred for candidates holding advanced portfolio management designations such as CFA, CIMA, or MBA.
• Applicable local or regional licenses and certifications as required by the business.
• Strong leadership skills with experience mentoring junior investment professionals.