Director, IWM Portfolio Manager

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Our Benefits and Rewards:

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.

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.