Direct Indexing Strategist, Vice President - Mellon Investment Management

About BNY Mellon Investment Management:

BNY Mellon Investment Management is a leading investment manager, with $1.8 trillion* in assets under management as of September 30, 2023. Through an investor-first approach, the firm brings to clients the best of both worlds: specialist expertise from seven specialist investment managers offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon.

BNY Mellon Investment Management is a division of BNY Mellon, which has $45.7 trillion in assets under custody and/or administration as of September 30, 2023. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on . Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.

About Mellon

Driving client outcomes through perspective, precision, and partnership. Mellon is a global leader in index management and one of the world's largest institutional index managers by assets under management. Since 1983, Mellon's dedication to precision and client partnership has gone beyond the benchmark. Our storied history of innovation can be tracked back to the 1970s to founders William Fouse and Thomas Loeb, who are widely recognized as pioneering developers and champions of indexing. Armed with perspective earned from 40 years of experience, Mellon manages money for many of the world's most sophisticated clients, proving that index investing requires an active mindset.

About Mellon Direct Indexing

BNY Mellon has recently launched a Direct Indexing solution to financial advisors, BNY Mellon Precision Direct IndexingSM S&P 500 managed by Mellon.

BNY Mellon Precision Direct Indexing is designed to provide tailored strategies, portfolio customization and cost-effective tax management. The end-to-end direct indexing solution is powered by Mellon's 40 years of index investment expertise and tax management experience, available through Pershing X's new advisory platform, Wove, and includes BNY Mellon Pershing's clearing and custody services.

Additional information is available at

The role:

We're seeking a future team member for the role of Vice President, Direct Indexing Strategist to join the Mellon team. This role can be based in our New York, NY, Pittsburgh, PA or Boston, MA office, and is a hybrid working position.

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

• Leading edge, client facing member of the Mellon investment team driving growth and retention for BNY Mellon's Direct Indexing investment capabilities
• Position our direct indexing capabilities with investment advisors in close partnership with the BNY Mellon distribution teams and the Mellon investment team
• Educate and provide thought leadership on BNY Mellon direct indexing solutions to clients and prospects, including tax alpha and customization features
• Partner with portfolio management and distribution teams to drive direct indexing product roadmap by capturing feedback from clients and prospects

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

• Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
• 7-10 years of total work experience preferred and 5 years or more of investment experience preferred, including specific work experience with direct indexing/tax management strategies.
• Strong collaborative and communication skills

At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards:

• Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion
• Bloomberg's Gender Equality Index (GEI)
• Human Rights Campaign Foundation, 100% score Corporate Equality Index
• , Disability: IN - 100% score
• 100 Best Workplaces for Innovators, Fast Company
• CDP's Climate Change 'A List'

Our Benefits:

BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY Mellon assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $113,000 and $200,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNYM total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and company- sponsored benefit programs.

This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors