Vice President, IWM Portfolio Management

Job Description

We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Wealth Management team. This role is located in San Francisco, CA.

We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Wealth Management team. This role is located in San Francisco, CA.

In this role, you’ll make an impact in the following ways:

• Develop and execute investment strategies to optimize portfolio performance by leveraging market analysis and investment trends.
• Manage client portfolios to ensure alignment with client objectives, risk tolerance, and BNY’s standards of integrity and client centricity.
• Conduct portfolio analysis and performance reviews to identify opportunities for improvement and support strategic decision-making.
• Collaborate with cross-functional teams to apply investment insights and enhance the client experience.
• Monitor market developments and industry innovations to apply best practices in portfolio management.
• Communicate portfolio performance and strategic initiatives clearly to stakeholders.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Advanced degree or professional certification, such as CFA, is advantageous.
• Typically 3-10 years of experience in investment management or portfolio management preferred; over 2 years of investment experience considered for MBA or CFA candidates.
• Strong analytical and strategic thinking skills.
• Excellent communication and stakeholder management abilities.
• Proficiency in market analysis and investment strategy development.

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.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY Linked In

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

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

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents.

Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.