Regional Director, Portfolio Management

BNY Mellon
Boston, USA
Jun 05, 2021
Jul 05, 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The Regional Director, Portfolio Management, New England, manages Wealth Management's product and service delivery in the region, including direct responsibility for all client servicing activities and oversight of investment decisions pertaining to client accounts. S/He has management responsibility for all Wealth Managers and support staff in the assigned region. In concert with the Regional President, s/he is responsible for the regional revenue, expenses and budgets, as well as development and execution of regional strategy. In this role, the incumbent will be expected to assess, identify and address risk related to BNY Mellon's role as a wealth management provider. Qualifications The ideal candidate will have an undergraduate degree or equivalent work experience with 10+ years of experience in the investment management industry, as well as advanced knowledge or experience consistent with an MBA and/or a CFA. A minimum of five years of experience in managing senior investment professionals or financial services professionals is preferred. Experience in strategy execution and budget management is also preferred. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. Primary Location: United States-Massachusetts-Boston Internal Jobcode: 04490 Job: Wealth Management Organization: WM US Markets-HR14164 Requisition Number: 2110689