1. Home / Who We Are
  2. Career Center

Career Center

Principal, Portfolio Management, Implementation, Admin & Planning
BNY Mellon
SAVE savedJobs
SAVE savedJobs

Principal, Portfolio Management, Implementation, Admin & Planning

BNY Mellon

Gmail Email Print
Application
The application opened in a new tab.
By using this feature you agree to our Terms and Conditions and Privacy Policy.
Details
Posted:
March 26, 2021
Location:
Boston, Massachusetts
Salary:
Open
Type:
Full Time
The incumbent will be a member of the Wealth Management Investment Group. Incumbent will define/lead strategic initiatives with major impact on Wealth Management (WM) investment implementation. Defines or leads major, highly complex projects related to WM Investment Implementation, risk-related items, regulatory items, communications (presentations/speeches) and, implementation of policies, standards, processes, and/or strategic projects. Analyzes project implementation status and provides feedback to senior managers. Solves complex issues in implementation and leads the processes needed to correct the problems. Develops, leads and executes on a range of impactful initiatives within WM Investments. Works closely with the National Director or Portfolio Management Senior Management to understand the business' needs and provide appropriate guidance, direction, and communication. Works within the WM Investment Office to implement and enforce policies, standards, and processes that require an advanced knowledge of key business or function roles and organizational design. Assists in managing business-led programs such as investment and solutions implementation, policy and procedure development, regulatory and governance oversight as well as people-related management. Provides input to resource allocation and project staffing. Contributes to the achievement of team objectives.

Qualifications

Bachelor's degree in a related discipline or equivalent combination of education and experience required, MBA and/or CFA preferred. 10-12 years of experience in financial services or business partner function preferred, at least 5 years in applicable business or function, experience in the securities industry is a plus.

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: 70703
Job: Wealth Management
Organization: WM Investments-HR13350
Requisition Number: 2104272

Internal Number: 10620240
More Jobs from This Employer
More Jobs Like This
Consumer Portfolio Manager   Portland, Oregon
Craft3 3 Days Ago
Sr. Credit Analyst   Lapeer, Michigan
ChoiceOne Bank 3 Weeks Ago
Assistant Relationship Manager/Credit Analyst   McMinnville, Oregon
First Federal Savings and Loan - McMinnville 3 Weeks Ago
BACK TO TOP
RMA Career Center is Just One of the Benefits.
Discover what else RMA has to offer!
Networking
Certifications
Training
The job you are trying to reach from was originally posted at RMA Career Center.
Help is on the way!
We're sorry you are having trouble applying for this job.

Please try loading this job using the following link before submitting your help request:
Powered By Naylor Association Solutions