Bank of America
Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business Grows book balances and Year over Year revenue Partners with and mentors Private Client Managers on more complex products and client relationships Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence
Required Skills Excellent ability to work in team environment Strong interpersonal and influence / partnership skills Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
Desired Skills MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills Client Management Client Solutions Advisory Loan Structuring Relationship Building Analytical Thinking Oral Communications Referral Management Account Management Attention to Detail Decision Making
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
To proceed with your application, you must be at least 18 years of age.
Massachusetts pay and benefits information
Massachusetts pay range:
$110,000.00 - $215,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
This role is currently
benefits eligible . We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Notice Important notice:
You are now leaving a Bank of America website. By clicking Continue, you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Please refer to the website’s posted privacy terms and use. You can click the Continue button to proceed or the Cancel button to return to the previous page.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business Grows book balances and Year over Year revenue Partners with and mentors Private Client Managers on more complex products and client relationships Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction Encourages use and adoption of digital capabilities to enhance the client and client team experience Builds relationships with internal and external partners and centers of influence
Required Skills Excellent ability to work in team environment Strong interpersonal and influence / partnership skills Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
Desired Skills MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills Client Management Client Solutions Advisory Loan Structuring Relationship Building Analytical Thinking Oral Communications Referral Management Account Management Attention to Detail Decision Making
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
To proceed with your application, you must be at least 18 years of age.
Massachusetts pay and benefits information
Massachusetts pay range:
$110,000.00 - $215,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
This role is currently
benefits eligible . We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Notice Important notice:
You are now leaving a Bank of America website. By clicking Continue, you will be taken to a website that is not affiliated with Bank of America and may offer a different privacy policy and level of security. Bank of America is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Please refer to the website’s posted privacy terms and use. You can click the Continue button to proceed or the Cancel button to return to the previous page.
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