Senior Vice President, Wealth Portfolio Management Manager Greater Cleveland, OH Area

The Company is seeking a Wealth Portfolio Management Manager to join their team. The successful candidate will be responsible for independently managing a substantial portfolio of assets in accordance with investment policy guidelines, with a focus on medium to large and complex accounts and funds. This role involves the implementation of investment strategies that align with client financial goals and risk tolerance, as well as collaboration with research, strategy, and portfolio team members to optimize investment decisions. The Manager will also be involved in client interactions, serving on the investment committee, and contributing to the development of policies and strategies to enhance business performance. Applicants for this role at the company should have a Bachelor's degree or an equivalent combination of education and experience, with an advanced or graduate degree preferred. A minimum of 7-10 years of total work experience is required, with a strong preference for candidates with 7 or more years of investment experience, particularly those holding MBAs or CFAs. The role demands a professional with strong interpersonal skills, the ability to work both independently and as part of a team, and a high level of proficiency with technology platforms and digital tools, including AI-enabled solutions. The Manager will be expected to evaluate investment performance regularly, make timely portfolio adjustments, and ensure that the portfolio is in line with investment objectives and allocation guidelines. Bi-lingual capabilities and an understanding of local/cultural nuances are also considered beneficial for building client trust.

Hiring Company

BNY