[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Bank of New York Mellon jobs](https://jobs.opennash.com/companies/bank-of-ny-mellon/) · [Search jobs](/search/) Bank of New York Mellon · Beachwood, OH # Senior Vice President, Wealth Portfolio Management Manager Beachwood, OH, United States Full-time Executive Executive & Management Listed on Bank of New York Mellon’s official careers site. Posted October 13, 2026. Check that it is still open and apply there. [Apply on Bank of New York Mellon’s careers site →](https://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/BNY-Careers/job/82326) [OpenNash Jobs](https://jobs.opennash.com/) / [Bank of New York Mellon](https://jobs.opennash.com/companies/bank-of-ny-mellon/) / Senior Vice President, Wealth Portfolio Management Manager ## Job description In this role, you’ll make an impact in the following ways: Independently manage a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds. Implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations. Collaborate with research, strategy, and portfolio team members to optimize investment decisions. Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions. Serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance. Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines. Gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making. Build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio. Leverage technology, data, and AI-enabled tools to support investment analysis, portfolio management, reporting, and overall operating efficiency. Provide guidance to less experienced Portfolio Managers and may manage a small junior team. Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service. To be successful in this role, we’re seeking the following: Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred. 7–10 years of total work experience preferred, with 7 or more years of investment experience preferred for candidates holding MBAs or CFAs. Applicable securities industry licenses and registrations may be required for the role. If not already held, any required licenses must be obtained within a timeframe determined by the business and applicable regulatory requirements. Applicable local or regional licenses and certifications as required by the business. Bi-lingual capabilities and understanding of local/cultural nuances are helpful to build client trust. Strong interpersonal skills to engage effectively with clients and internal teams. Strong proficiency with technology platforms and digital tools, including the ability to adopt and effectively use AI-enabled solutions in support of investment decision-making and workflow efficiency. Ability to work independently and collaboratively within a team environment. ## At a glance - Posted by the employer: Oct 13, 2026 - First seen by OpenNash: Oct 19, 2026 - Last checked: Oct 19, 2026 - Listed for: 6 days - Location: Beachwood, OH, United States - Employment type: Full-time[Apply on Bank of New York Mellon’s careers site →](https://eofe.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/BNY-Careers/job/82326) ## More jobs at Bank of New York Mellon ### [2027 BNY Summer Internship Program - Program Management (Pittsburgh, PA)](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/26fb3ce3013d178d22c7/) Pittsburgh, PA, United States ### [Aladdin Services Analyst - Vice President](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/5cecc2877153d3408b28/) London, United Kingdom ### [Chief Desktop Architect](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/2a74bd1f43c9300dcea6/) Pittsburgh, PA, United States ### [Director, Application Development Manager](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/ba639de56c746be2a710/) Lake Mary, FL, United States ### [Director, Application Development Manager](https://jobs.opennash.com/companies/bank-of-ny-mellon/jobs/f677c8b52de75c08bab1/) New York, NY, United States ## Similar jobs at other companies ### [Vice President, Slate Portfolio Product Strategy](https://jobs.opennash.com/companies/jpmorganchase/jobs/9afcd0c2e2abf036709f/) JPMorganChase · Wilmington, DE, United States ### [Vice President, Small Business Card Portfolio Strategy](https://jobs.opennash.com/companies/jpmorganchase/jobs/adfce2dcf857219819fe/) JPMorganChase · New York, NY, United States ### [Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/5a81b35e115bcfad609f/) Goldman Sachs Group · New York, United States ### [Asset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New York](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/8dcd8541e3b4c031649a/) Goldman Sachs Group · New York, United States ### [Wealth & Investment Portfolio Manager III](https://jobs.opennash.com/companies/huntington-bank/jobs/bd34c34d8cf11e488ab9/) Huntington Bank · Columbus, OH OpenNash lists jobs from employers’ own careers sites and does not handle applications. Dates come from the employer where stated; “first seen” and “last checked” are our own observations. OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)