Global Wealth and Investment Management Associate Training Program
Our Business
Global Wealth & Investment Management provides comprehensive banking and investment services tailored to meet the changing wealth-management goals of more than three million individual and institutional customers. Clients have access to services offered through three primary businesses: Premier Banking & InvestmentsTM, U.S. Trust, Bank of America Private Wealth Management, and Columbia Management.
Overview
Premier Banking & Investments delivers tailored banking and investment solutions and personalized, priority service to affluent clients through locally based client teams. Premier Banking & Investments clients, those with investable assets and a mortgage that exceeds $500,000 and those with at least $100,000 of investable assets, receive a high-touch client experience through a network of approximately 4,400 client advisors that can include a personal wealth profile, packaged products and other services. BAI is one of the largest bank-owned brokerage companies in the U.S.
U.S. Trust, Bank of America Private Wealth Management provides integrated wealth-management solutions to high-net-worth individuals, middle-market institutions and charitable organizations with investable assets greater than $3 million. U.S. Trust, Bank of America Private Wealth Management provides credit, deposit, investment and trust services as well as specialty asset management services.
Columbia Management, Bank of America's asset management organization, provides investment management solutions to institutional clients and individual investors. These include separately managed accounts, liquidity strategies, and mutual funds across a variety of investment disciplines within equities, fixed income (taxable and nontaxable) and cash (taxable and nontaxable).
GWIM Alternative Investments is responsible for alternative investment solutions for high net worth, endowment, foundation, pension fund and institutional clients, and currently oversees approximately $6 billion in client assets.
Bank of America Retirement and Global Wealth & Investment Management Client Solutions group oversees the delivery of a range of services, solutions and capabilities to institutional clients and Bank of America individual customers at various key life stages, with a special emphasis on retirement. This group oversees all banking, credit, custom credit, fiduciary, philanthropic and brokerage product development for GWIM clients, along with GWIM’s national client service centers.
Qualifications
We hire an elite group of associates, pursuing undergraduate degrees in Finance, Economics, and Business. A proven record of academic success should be accompanied by exceptional communication, critical thinking and relationship building skills, strong business acumen, and a dedication to providing preeminent customer service.
Training
New hires will undergo a formal training process that begins with a multi-module training program designed to educate them on our product offerings as well as preparation for necessary licensing. In addition, the training is designed to integrate new hires into the Bank of America Community via structured coaching, networking events and exposure to senior leaders.
Locations
Various locations across the United States including but not limited to:
Boston, Massachusetts · Waltham, Massachusetts · Dallas, Texas
How to Apply
In order to be considered a candidate for this opportunity, you must apply via this web site. To submit your profile, first sign in as a new or returning user. If you don't have an existing account, you'll need to register as a new user. Then, complete your Candidate Profile and designate your program(s) of interest. Please note that in order for your application to be considered complete, you must reach the final “Thank You” page. In addition, please follow any procedures set forth through the Career Services office on your campus.
