Senior Vice President, Portfolio Management

Position Summary

The Senior Vice President, Portfolio Management, is a senior individual contributor responsible for overseeing complex investment implementation and fiduciary activities within the Portfolio Management job family. This role is focused on investment and fiduciary activities in alignment with client objectives, fiduciary standards, risk appetite, regulatory requirements, and BNY’s broader business strategy.

The incumbent applies deep expertise in portfolio construction, asset allocation, fiduciary administration, risk management, governance, and review processes to promote consistent, risk-aware outcomes and support the firm’s growth and resilience. By exercising sound judgment, championing disciplined oversight, and driving consistent execution, this role helps advance BNY’s strategic priorities as a trusted steward of client assets, an innovator with purpose, and a leader in operational excellence.

The Senior Vice President, Portfolio Management BNY’s Principles by taking ownership for outcomes, challenging constructively, collaborating across functions, and acting with integrity and transparency in all oversight activities and stakeholder interactions. Primary Responsibilities Lead the oversight of portfolio construction and implementation activities using established governance frameworks, review processes, and risk-based approaches.

Align portfolio oversight activities with fiduciary standards, investment objectives, client guidelines, risk parameters, and regulatory requirements. Implement appropriate escalation and follow-up processes to support prudent oversight and consistent execution. Serve as a subject matter expert for internal stakeholders and senior leadership by providing insights, recommendations, and guidance on investment and fiduciary matters and emerging risks.

Partner with client advisors and portfolio managers, trust managers, risk, compliance, legal, operations, and other key stakeholders to support effective oversight and appropriate outcomes. Build trust with stakeholders through transparent, informed, and solutions-oriented communication. Contribute to the continuous improvement of processes, tools, analytics, and governance frameworks.

Identify opportunities to enhance efficiency, controls, analytical capabilities, and consistency across portfolios. Lead, mentor, and develop oversight professionals by sharing best practices, setting clear expectations, and reinforcing disciplined oversight processes. Support a culture of collaboration, accountability, sound judgment, and ethical conduct across the team.

Education

/ Qualifications Bachelor’s degree or equivalent work experience in Finance, Economics, Business, or a related field required. Advanced degree, such as an MBA, preferred. Relevant professional certification or industry designation preferred. Experience Typically, 8–12 years of relevant experience in portfolio management, fiduciary oversight, investment governance, risk management, or related financial services roles.

Prior management or team leadership experience preferred.

Required Skills

and Competencies Deep expertise in portfolio construction, asset allocation, governance frameworks, and risk management. Proficiency with investment and fiduciary review processes, analytics, reporting, and risk tools. Strong analytical skills, with the ability to interpret complex information and translate findings into actionable oversight decisions.

Strong written and verbal communication skills, including the ability to clearly explain investment, fiduciary, and risk matters to senior stakeholders. Proven ability to exercise sound judgment and accountability in a complex, regulated environment. Ability to influence outcomes and collaborate effectively across cross-functional teams.

Strong leadership orientation and the ability to balance effective oversight with business, client, fiduciary, and regulatory considerations.