Vice President, IWM Portfolio Manager I

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the worlds financial system we touch nearly 20% of the worlds investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

Were seeking a future team member for the role of Vice President, IWM Portfolio Manager I to join our Trust Real Estate team within Wealth Management. Hybrid four days a week in office.

In this role, youll make an impact in the following ways:

• Administer a diverse, nationwide portfolio of assets owned in fiduciary accounts that includes but is not limited to commercial and residential real estate, mineral interests, tangible assets and mortgage related assets.
• Ensure compliance with all Office of the Comptroller of the Currency (OCC) regulations and BNY policy guidelines. Responsible for ensuring that asset management strategies are applied to each asset by demonstrating a deep understanding of specialty asset management and operational policies and procedures.
• Collaborate with clients, trust counsel, third party affiliates, as well as internal partners such as Wealth Managers, Investment Managers, legal, Risk & Compliance to ensure the successful management of specialty assets.
• Meet with clients and new business prospects to communicate asset management strategy and current market conditions. Implement investment strategies for complex assets consistent with client financial goals and risk tolerance and in accordance with the investment policies/philosophies and procedures, and applicable regulations.
• As a subject matter expert, you will develop and share policies and strategies to improve the performance of the Special Assets group. Build necessary processes to enable executive leadership to make informed decisions on changes that impact the portfolio.
• Member of an internal fiduciary oversight committee that is responsible for the approval of annual asset reviews and makes significant investment decisions related to special assets and approves changes to internal policies and procedures.
• Contribute to firm profitability by assuring retention and expansion of existing client relationships.

To be successful in this role, were seeking the following:

• Bachelors degree or the equivalent combination of education and experience is required.
• Advanced/graduate degree preferred.
• 3-5 years of investment experience preferred or over 2 years of investment experience preferred for MBAs or CFAs.
• Applicable local/regional licenses or certifications as required by the business.

At BNY, our culture speaks for itself. Heres a few of our awards:

• Americas Most Innovative Companies, Fortune, 2024
• Worlds Most Admired Companies, Fortune 2024
• Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
• Best Places to Work for Disability Inclusion, Disability: IN 100% score, 2023-2024
• Most Just Companies, Just Capital and CNBC, 2024
• Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
• Bloombergs Gender Equality Index (GEI), 2023

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 lifes 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 base salary for this position is expected to be between $77,000 and $143,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

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