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We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Wealth Management team. This role is located in San Francisco, CA. In this role, you’ll make an impact in the follow…
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$83k–$145k/yr
Full-time
bachelor degree, professional certificate, postgraduate degree
Competitive Compensation, 401(k) Plan, Medical Insurance, Dental Insurance, Vision Insurance, Basic Life Insurance
Posted 16d ago
~40 hrs/week
Responsibilities
Develop and execute investment strategies to optimize portfolio performance while ensuring alignment with client objectives and risk tolerance. Conduct performance reviews and collaborate with cross-functional teams to enhance the client experience.
Requirements
Requires a bachelor's degree in Finance or Economics, with a CFA or advanced degree being advantageous. Typically requires 3-10 years of experience in investment or portfolio management.
Full job description
We’re seeking a future team member for the role of Vice President, IWM Portfolio Management to join our Wealth Management team. This role is located in San Francisco, CA.
In this role, you’ll make an impact in the following ways:
Develop and execute investment strategies to optimize portfolio performance by leveraging market analysis and investment trends.
Manage client portfolios to ensure alignment with client objectives, risk tolerance, and BNY’s standards of integrity and client centricity.
Conduct portfolio analysis and performance reviews to identify opportunities for improvement and support strategic decision-making.
Collaborate with cross-functional teams to apply investment insights and enhance the client experience.
Monitor market developments and industry innovations to apply best practices in portfolio management.
Communicate portfolio performance and strategic initiatives clearly to stakeholders.
To be successful in this role, we’re seeking the following:
Bachelor’s degree in Finance, Economics, or a related field preferred.
Advanced degree or professional certification, such as CFA, is advantageous.
Typically 3-10 years of experience in investment management or portfolio management preferred; over 2 years of investment experience considered for MBA or CFA candidates.
Strong analytical and strategic thinking skills.
Excellent communication and stakeholder management abilities.
Proficiency in market analysis and investment strategy development.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn
Here’s a few of our recent awards:
America’s Most Innovative Companies, Fortune, 2025
World’s Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
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 is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
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.
BNY is a global financial services platforms company at the heart of the world’s capital markets.
Industry
Financial Services
Company size
10,001+ employees
Headquarters
New York, NY
LinkedIn followers
995,639
Total funding
$3.4B
BNY is a global financial services platforms company at the heart of the world’s capital markets.
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of June 30, 2026, BNY oversees $62.6 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. (NYSE: BNY)
Follow BNY on Instagram & X: @BNYglobal
How much do Management & Leadership jobs in San Francisco, CA pay?
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