Managing Director, Investment Solutions

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