The Bank of New York Mellon

Direct Indexing Strategist, Vice President

The Bank of New York Mellon

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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:

  1. Develop innovative solutions for clients that drive long-term value for our clients.
  2. Analyze portfolio analytics and wealth management strategies.
  3. Lead teams in developing and executing strategies.
  4. Monitor progress and report on results.
  5. Communicate strategy changes to clients.
  6. Oversee the implementation of direct indexing strategies.
  7. Provide exceptional customer service and ensure client satisfaction.
  8. Collaborate with other departments to ensure successful execution of strategy.
  9. Develop and maintain relationships with key stakeholders.
  10. Stay up-to-date with industry trends and regulations.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

Compensation

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.

Additional Information
The Bank of New York Mellon is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 17th, 2023
Apply BeforeJuly 20th, 2025
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About The Bank of New York Mellon

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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