Vice President, Investment Strategist at BNY

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Apr, 26

Salary

155000.0

Posted On

07 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Strategies, Market Research, Financial Planning, Communication Skills, Analytical Skills, Strategic Thinking, Risk Mitigation, Client Engagement, Investment Proposals, Retirement Planning, Cash Flow Analysis, Financial Analysis Tools, Investment Management Software

Industry

Financial Services

Description

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 and champions of inclusion, 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. We're seeking a future team member for the role of Vice President, Investment Strategist to join our Wealth Management team. This role is located in Los Angeles CA, Miami FL, or Pittsburgh PA. In this role, you'll make an impact in the following ways: Develop and implement investment strategies to meet client objectives by leveraging in-depth market research and analysis. Collaborate with Wealth Advisors to develop personal financial plans (including cash flow analysis, investment proposals, retirement planning analysis, etc.) for high-net-worth individuals and families Communicate complex personal wealth plans, investment strategies, and market insights to clients, Wealth Advisors and other internal stakeholders to foster understanding and engagement. Monitor market trends and adjust strategies proactively to capitalize on emerging opportunities and mitigate risks. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. Advanced degree preferred. Typically 2-5 years of experience. CFP or CFA designations preferred. Strong analytical and strategic thinking skills to develop and execute effective investment strategies. Excellent communication skills to articulate complex concepts to diverse audiences. Proficiency in financial analysis tools and investment management software. 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 base salary for this position is expected to be between $68,000 and $155,000 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.

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Responsibilities

Develop and implement investment strategies to meet client objectives by leveraging in-depth market research and analysis. Collaborate with Wealth Advisors to create personal financial plans for high-net-worth individuals and families.