Job DescriptionThis is a senior leadership role within the Chief Investment Office, reporting to the CIO, focused on turning the firm's investment views into scalable portfolio solutions for advisors and clients. The role acts as the "implementation engine" of the CIO office, leading portfolio construction, model portfolios, investment execution, and solution design across the wealth platform.
Core purpose
- Build and oversee the firm's portfolio architecture
- Convert asset allocation views into practical investment solutions
- Support advisor success, client outcomes, and future platform growth
- Help modernize the investment platform from a traditional trust model toward a more scalable, advisor-centric and RIA-oriented model
Key responsibilities
- Lead portfolio construction across objectives like growth, income, tax-aware, ESG, alternatives, retirement, and high-net-worth custom solutions
- Develop scalable investment solutions such as model portfolios, UMAs, multi-manager portfolios, concentrated stock strategies, and goals-based frameworks
- Ensure portfolios meet fiduciary, regulatory, and OCC trust standards
- Partner with advisors, fiduciary, risk, compliance, legal, product, operations, and technology
- Build and lead a high-performing portfolio construction team
- Improve advisor adoption of CIO solutions and refine offerings based on field feedback
Ideal candidate
The firm wants a highly experienced investment leader with:
- 15+ years in investment or wealth management
- Deep portfolio construction and asset allocation expertise
- Strong knowledge of fiduciary portfolio management in an OCC-regulated trust environment
- Experience serving high-net-worth and ultra-high-net-worth clients
- Strong advisor partnership and executive communication skills
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.
