Vice President, Investment Strategist

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.

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 will 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, 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.

• Bachelor’s degree or equivalent education and experience; 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.

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. You will have access to flexible global resources and tools for your life’s journey, generous paid leave including paid volunteer time, and a suite of benefits including a 401(k), medical, dental, vision and life insurance, and additional paid time off.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans.