Director, IWM Portfolio Manager
Listed on 2026-10-16
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Finance & Banking
Financial Manager, Wealth Management, Risk Manager/Analyst, Financial Compliance -
Management
Financial Manager, Wealth Management, Risk Manager/Analyst
We're seeking a future team member for the role of Director, IWM Portfolio Manager to join our Investment Management team. This role is located in Seattle, WA.
In this role, you'll make an impact in the following ways:
- Independently manage a significant amount of assets within investment policy guidelines, including mellon flagship funds and other large or complex accounts.
- Direct a significant portion of AUM and/or manage external revenue of at least $10MM while contributing to client retention and business growth.
- Meet with clients and prospective clients to communicate investment strategy, market performance, and current market conditions, and serve as a spokesperson for the fund.
- Oversee portfolio performance, make timely portfolio adjustments, and make informed business decisions based on stakeholder input, data, and key performance indicators.
- Participate in investment committee activities and help develop policies and strategies to improve business performance.
- Supervise Senior Portfolio Managers and provide guidance to less experienced Portfolio Managers as needed.
To be successful in this role, we're seeking the following:
- Bachelor's degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
- 10-15 years of total work experience preferred, including over 10 years of investment experience for MBAs or CFAs.
- Strong investment management experience with the ability to manage complex portfolios and make sound portfolio decisions.
- Experience engaging with clients and business prospects to explain investment strategy and market outlook.
- Applicable local or regional licenses or certifications as required by the business.
- Bi-lingual capabilities are helpful, along with an understanding of local and cultural nuances that support client trust.
- Experience providing guidance to portfolio professionals and influencing team performance is preferred.
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.
About The TeamAt BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY Linked In
Here's a Few Of Our Recent Awards- 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…
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