The Bank of New York Mellon is a global financial service company. Headquartered in New York, NY, BNY Mellon is one of the world’s leading providers of financial services for corporations, institutions and affluent individuals. With approximately $23 trillion in assets under management, administration or custody, including $1.1 trillion under management, BNY Mellon provides a broad range of financial products and services.

WEALTH MANAGEMENT PRACTICE:

BNY Mellon’s Wealth Management group is a practice that specializes in meeting the complex, financial challenges of individuals and families with $1 million or more in investable assets. Experts combine their efforts to meet the wealth planning, investment, and financial management needs of individuals, families, family offices, charitable gift programs, endowments and foundations. The practice of wealth management at BNY Mellon unites excellent and comprehensive wealth management practices, intimate client insights into each client’s unique goals and needs, and strategic thinking to achieve the right results for each client. Through these proficiencies, they help clients confidently benefit from the power of their practice, as so many successful individuals and families have done since BNY Mellon’s founding.

• Top U.S. Wealth Manager with more than US$170 billion in client assets. • Bank deposits of US$12.4 billion and total loans outstanding of US$6.9 billion. • 80 offices in the U.S., U.K. and Asia • Nation’s first private bank with more than 220 years’ experience in finance and wealth management. • Largest planned giving provider in the U.S. and clients that include some of the most prestigious not-for-profit organizations in the nation. • Among the largest and first established family office services providers.

POSITION:

The Head of Equity Investments will have overall responsibility for developing equity investment policies and programs (fundamental and quantitative) that achieve the investment objectives of the organization and its clients. They will also direct equity investment management activities; including the portfolio management, research, trading, and investment risk management functions of Wealth Management, and have overall responsibility for investment performance.

Reporting directly to the CIO, the Head of Equity Investments will direct the activities of all wealth management investment professionals and will be responsible for the equity group’s business results (e.g. expense management, resource allocation, pricing/fee negotiations), investment performance (including manager evaluations), product strategy (development, structuring and positioning), new business development, and client servicing. The Head of Equity Investments will also be a member of the Investment Strategy Committee, as well as the Investment Management leadership team, helping to establish the group’s short and long term strategies and objectives. Representing the equity investments asset class(es) and our capabilities to internal and external constituencies, and leveraging the capabilities of the broader BNY Mellon, will be an important component of this position.

QUALIFICATIONS:

The qualified candidate will have 15 + years of experience in a senior investment management role with in-depth knowledge of, and experience in, equity investments. The incumbent must have strong quantitative skills, excellent communication skills, strong industry contacts, and an understanding of the high net worth business. The successful candidate will also have proven leadership experience including experience managing teams of investment professionals. MBA or other graduate degree in business, economics, finance, or related field. CFA preferred.

***Can be located in New York, NY; Boston, MA; or Pittsburgh, PA***

If you are interested please contact Michael Sullivan at (617) 722-7824 or e-mail michael.sullivan@bnymellon.com