Managing Director, Investment Solutionsnew

 

BNY is seeking a strategic, market-savvy, and commercially oriented Head of Investment Solutions within the Chief Investment Office (CIO) organization. This leader will help shape and drive the public-side investment solutions strategy, with a focus that is less manager research–oriented and more aligned to sales enablement, solution positioning, commercial growth, and client relevance.

The ideal candidate will bring deep expertise across investment offerings, strong market and client acumen, and the ability to translate investment capabilities into a compelling solutions strategy and commercialization agenda. This role will partner closely with investment leadership, distribution, marketing, and other key stakeholders to ensure investment solutions are competitive, well positioned, and aligned with client demand and business priorities- particularly for wealth and high-net-worth client segments.

 

Key Responsibilities

• Lead strategy for public-side investment solutions, with a strong emphasis on commercialization, positioning, and growth
• Serve as the primary investment solutions leader partnering with the CIO and senior stakeholders to define priorities and market opportunities
• Translate investment insights and market trends into actionable solution development, enhancement, and rationalization strategies
• Drive solution storytelling and value proposition development to support distribution and sales efforts
• Partner closely with sales, client coverage, marketing, and investment teams to align investment solutions strategy with client needs and market demand
• Identify whitespace opportunities across existing and emerging investment solutions
• Support go-to-market strategy, including launches, enhancements, campaign themes, and sales enablement materials
• Act as a senior representative for investment solutions discussions with internal stakeholders and, where appropriate, external clients and partners
• Monitor competitive trends, investor demand, and industry developments to inform solution evolution and strategic direction
• Collaborate with legal, compliance, operations, and risk teams to ensure strong governance and execution discipline
• Build credibility as a thought partner to investment leaders while maintaining a strong commercial orientation
• Depending on level, lead and develop a small team or operate as a highly influential individual contributor with broad organizational impact

 

Required Qualifications

• Bachelor’s degree required; advanced degree and/or CFA, MBA, or equivalent preferred
• Significant experience in asset management, investment solutions management, investment strategy, product strategy, or related commercial roles
• Strong knowledge of public market investment strategies, offerings, and lifecycle management
• Demonstrated success in roles that bridge investments, solutions strategy, and distribution/sales
• Proven ability to develop strategy grounded in market opportunity, client demand, and competitive differentiation
• Strong executive presence and ability to work effectively with senior leaders
• Excellent written and verbal communication skills, including the ability to articulate complex investment concepts in a commercial and client-friendly way
• Strong cross-functional leadership skills with the ability to influence without direct authority
• Experience supporting positioning, go-to-market planning, and sales enablement
• High degree of business judgment, strategic thinking, and execution orientation
• Relevant experience serving wealth, private wealth, and/or high-net-worth client segments; candidates with exclusively institutional product backgrounds may be less well aligned to the role

 

Preferred Profile

• Experience in a public-side investment platform, CIO office, investment strategy, or investment solutions leadership function
• Strong understanding of wealth and high-net-worth client segments, including how investment offerings are positioned and delivered for those audiences
• Background that blends investment fluency with commercialization
• Comfort operating in a highly visible role with senior stakeholder engagement
• Ability to balance strategic vision with practical execution

 

Leadership Attributes

• Strategic and forward-looking
• Commercially minded
• Client-focused
• Collaborative and influential
• Clear communicator and storyteller
• Strong judgment and decision-making ability
• Agile and comfortable navigating ambiguity

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, 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.