Associate Portfolio Manager - Wealth

The Bank of New York MellonWest Palm Beach, FL

Apply with Sonara

Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Job Description

JobID: 79348

Category: Portfolio Management

JobSchedule: Full time

Posted Date: 2026-10-12T14:44:07+00:00

JobShift: Day

Base Salary Min: 71000

We're seeking a future team member for the role of Associate Portfolio Manager to join our Wealth Management team. This role can be located in Tampa, FL or West Palm Beach, FL.

In this client-facing role, you will partner closely with Portfolio Managers and broader client teams to help manage sophisticated portfolios aligned to each client's objectives, risk tolerance, liquidity needs, tax considerations, and estate-planning goals. This position offers meaningful exposure to portfolio management, investment implementation, client relationship development, and market communication within a collaborative Wealth environment.

In this role, you'll make an impact in the following ways:

Support Portfolio Managers in delivering a high-touch client experience.
Help manage customized portfolios across taxable and tax-advantaged accounts, trusts, foundations, and other entities.
Prepare portfolio reviews, investment presentations, performance analyses, and client meeting materials.
Interact directly with clients on portfolio positioning, market developments, and investment-related matters.
Support portfolio implementation, including cash management, rebalancing, trade preparation, and compliance monitoring.
Review portfolios for alignment with client objectives, asset allocation, liquidity needs, and investment guidelines.
Assist with onboarding new relationships, portfolio transitions, and related documentation.
Support Regulation 9 reviews and other portfolio management activities.

To be successful in this role, we're seeking the following:

Bachelor's degree or the equivalent combination of education and experience is required.
MBA and/or CFA preferred.
3-5 years of prior financial/investment experience.
Strong analytical skills with the ability to interpret investment data and portfolio reporting.
Ability to work closely with Portfolio Managers and support internal teams with accurate, timely information.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Associate Portfolio Manager - Wealth Jobs at The Bank of New York Mellon

What is the work location for this position at The Bank of New York Mellon?

This job at The Bank of New York Mellon is located in West Palm Beach, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at The Bank of New York Mellon?

Employer has not shared pay details for this role.

What employment applies to this position at The Bank of New York Mellon?

The Bank of New York Mellon lists this role as a Full-time position.

What experience level is required for this role at The Bank of New York Mellon?

The Bank of New York Mellon is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at The Bank of New York Mellon?

You can apply for this role at The Bank of New York Mellon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.