×
Register Here to Apply for Jobs or Post Jobs. X

Senior Portfolio Manager - BNY Wealth

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: BNY Mellon
Full Time position
Listed on 2026-05-19
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
  • Management
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below

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.

Key Responsibilities
  • 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.
Qualifications
  • 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.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary