Job Description:
This job is responsible for developing customized investment strategies for clients, expanding the business, and coaching and developing investment talent. Key responsibilities include developing strategic growth priorities, reinforcing a culture of responsible growth, and managing risk in a proactive manner. Job expectations include overseeing overall investment team performance and ensuring the right investment strategies are implemented to deliver effective solutions for both clients and employees.
Responsibilities:
Oversees the expansion of investment management business and coordinates the delivery of the full range of product capabilities to high-net-worth clients
Partners closely with the Market Executive, Market Leader, and other leaders in the market to deliver on strategic growth priorities, in addition to supporting the client management process to deliver a branded client experience
Reinforces a culture of responsible growth, proactive risk management and delivering the enterprise through effective partnerships and business integration
Builds top performing, diverse teams that gain advantage against competitors while maintaining a pathway of top talent in the market
Builds, leads and coaches teams to bring the comprehensive investment platforms to serve the financial needs of complex and experienced clients
Establishes a client centered culture that recognizes the diverse needs of clients in all stages of their life which consists of growing and preserving wealth, managing liquidity, business succession planning and assisting clients in finding ways to support causes they deem meaningful
Ensures the team delivers a comprehensive wealth planning approach through discussions and diverse group conversations
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.
Required Qualifications:
7 or more years of leadership experience in an investment management environment which emphasizes high net worth investing.
Demonstrated and successful track record building consensus amongst teams.
Experience coaching and mentoring investment professionals in the delivery of world class investment solutions.
Background in growing and retaining a client base while enhancing efficiency.
Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services.
Demonstrated experience in business development and retention with Ultra High Net Worth and High Net Worth clients.
Desired Qualifications:
Skills:
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CT - Greenwich - 55 Railroad Ave - Plaza 55 (CT1010)
Pay and benefits information
Pay range
$250,000.00 - $344,100.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
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.
