Director, Investment Thought Leadership

BNY Mellon

$160K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in investment communications or content marketing within financial services or wealth management
  • Strong knowledge of investment philosophy and market dynamics, particularly for affluent clients
  • Demonstrated capability in developing strategic content programs beyond executing individual tasks
  • Exceptional writing and storytelling skills, able to simplify complex financial concepts for clients
  • Ability to collaborate with diverse stakeholders, including senior leaders and investment experts
  • High level of independent judgment and strategic thinking in content development
  • Experience working closely with investment strategy teams or Chief Investment Offices is advantageous

Responsibilities

  • Lead the formulation and implementation of BNY Wealth's investment content marketing strategy
  • Create structured content programs tailored for wealth advisory clients and internal stakeholders
  • Develop investment content that reflects philosophy, market perspectives, and thought leadership themes
  • Establish and refine editorial calendars for various content types
  • Enhance existing communication platforms to boost relevance and impact
  • Partner with subject matter experts to distill complex ideas into accessible content
  • Define quality standards for investment communications to promote best practices
  • Oversee content production to ensure minimal editing needs and high quality
  • Streamline content development processes to support senior leaders' thought leadership
  • Manage the growth of the content function, including potential team expansion

Benefits

  • Generous paid leaves, including paid volunteer time
  • Focus on employee health and resilience
  • Access to competitive benefits including health and insurance plans
  • Opportunity to participate in a 401(k) plan and earn additional rewards through discretionary incentive awards
  • Support for financial goals and personal development through company resources
Full Job Description
Job Description

BNY Wealth is seeking a Director, Investment Thought Leadership to build and lead our investment content strategy and execution. This role will be responsible for shaping a best-in-class content marketing function focused on translating the insights of the Chief Investment Office into compelling, relevant, and timely communications for clients, advisors, and internal stakeholders.

This is a strategic leadership role for a content specialist with deep wealth management and investment communications experience - not a broad-based general marketing position. The successful candidate will define the vision, cadence, and execution model for investment-related content, ensuring our communications clearly articulate market perspectives, investment philosophy, and broader thought leadership in ways that resonate with wealth clients and the teams who support them.

Key Responsibilities
  • Lead the development and execution of BNY Wealth's investment content marketing strategy
  • Build a structured content program that supports communications to wealth advisory clients, advisors, internal partners, and the Chief Investment Office
  • Develop content that conveys:
    • Investment philosophy
    • Market perspectives
    • Timely market developments
    • Thought leadership themes
  • Define the appropriate editorial and communication cadence across weekly, quarterly, bi-annual, and event-driven content
  • Reassess and enhance existing content forums and communication vehicles to improve consistency, relevance, and impact
  • Partner closely with investment subject matter experts and senior leaders to translate complex ideas into clear, compelling, and client-relevant content
  • Serve as the strategic owner of the content function, setting quality standards and defining what best-in-class looks like for wealth and investment communications
  • Produce and/or oversee the creation of high-quality investment and market content with minimal need for senior-level editing or rework
  • Help elevate senior leaders as thought leaders by streamlining the content development process and reducing their involvement in day-to-day editing and proofreading
  • Build and potentially manage a broader content capability over time, including the opportunity to hire or lead additional specialized talent as the function evolves


Qualifications
  • Significant experience in content marketing, investment communications, editorial strategy, or thought leadership development within wealth management, private banking, asset management, or broader financial services
  • Strong expertise in investment and market-related content, particularly for wealth management or high-net-worth/client advisory audiences
  • Deep understanding of financial topics, including:
    • Asset classes
    • Federal Reserve and macroeconomic policy
    • Market dynamics
    • Investment themes
    • Portfolio and wealth planning concepts
  • Demonstrated ability to build content programs strategically, not just execute individual deliverables
  • Exceptional writing, editing, and storytelling skills, with the ability to translate complex financial subject matter into clear, engaging, and client-friendly content
  • Proven ability to work effectively with senior stakeholders, advisors, portfolio strategists, and subject matter experts
  • High degree of independence, judgment, and strategic thinking
  • Strong understanding of how content supports client engagement, advisor enablement, and thought leadership in a wealth management context
  • Experience working in or closely with a Chief Investment Office, investment strategy team, wealth platform, or advisory business preferred
  • People management or team-building experience is a plus


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 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.

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