
Direct Indexing Strategist, Vice President
The Bank of New York Mellon is looking for an experienced and enthusiastic Vice President of Direct Indexing Strategy to join our team. The ideal candidate will possess a strong understanding of the financial services industry and have the ability to think strategically and analytically to develop innovative solutions for our clients. The successful candidate will have a passion for creating and executing strategies that drive long-term value for our clients.We are looking for a highly motivated, detail-oriented professional with an understanding of direct indexing, portfolio analytics, and wealth management. The successful candidate should have a minimum of ten years of experience in the financial services industry, preferably in a leadership position. In addition, the ideal candidate should have excellent problem-solving and communication skills, strong organizational skills and the ability to work independently and collaboratively. A successful Vice President of Direct Indexing Strategy must also possess a strong customer service orientation and a commitment to meeting the needs of clients.
Responsibilities:
- Develop innovative solutions for clients that drive long-term value for our clients.
- Analyze portfolio analytics and wealth management strategies.
- Lead teams in developing and executing strategies.
- Monitor progress and report on results.
- Communicate strategy changes to clients.
- Oversee the implementation of direct indexing strategies.
- Provide exceptional customer service and ensure client satisfaction.
- Collaborate with other departments to ensure successful execution of strategy.
- Develop and maintain relationships with key stakeholders.
- Stay up-to-date with industry trends and regulations.
Excellent Communication And Interpersonal Skills
Advanced Knowledge Of Financial Markets
Strong Financial Acumen
Quantitative Problem-Solving Skills
Ability To Lead And Motivate Teams
Deep Understanding Of Direct Indexing And Related Strategies
Experience In Developing And Executing Direct Indexing Strategies
Knowledge Of Asset Management Processes And Regulations
Risk Management
Financial Analysis
Data Analysis
Communication
Financial Modeling
Quantitative Analysis
Investment Strategy
Client Relationship Management
Problem-Solving
Asset allocation
Portfolio optimization
Excel proficiency
Derivatives Trading
Portfolio Construction
Direct Indexing
Communication
Decision Making
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Teamwork
Adaptability
According to JobzMall, the average salary range for a Direct Indexing Strategist, Vice President in New York, NY, USA is $150,000 - $250,000 per year. The salary range includes base salary, bonus, and other forms of compensation. This salary range is based on reported salaries submitted anonymously to JobzMall by Direct Indexing Strategist, Vice President employees in New York, NY, USA.
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The Bank of New York Mellon Corporation is an American worldwide banking and financial services holding company headquartered in New York City. Bank of New York was established in 1784. BNY Mellon was formed with the merger of The Bank of New York and the Mellon Financial Corporation.

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