
Job Description:
Private Bank Market Leader
Private Bank, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.
Description:
The Private Bank Market Leader (PB ML) supports the Market Executive (ME) in growing the market by driving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management for their aligned market.
The PB ML has direct reporting accountability for PCAs, PCMs and/or PCADs as determined by the Market Executive based on the size and needs of the market and growth strategy. The PB ML executes the business onboarding and ramp up of PCA and PCM hires across the market and coaches advisors to optimize their performance. The Private Bank Market Leader will also help drive the implementation of strategic growth initiatives, in addition to supporting the ME to effectively manage market trust risks, adherence to administrative metrics and ensuring trust policy adherence.
Based on the needs of other markets in the division, the Private Bank Market Leader may also assist other MEs with driving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management.
FINRA Licenses Required: S7, S66 OR S63 & S65, S24. Position is based in Richmond VA but may also be located in Charlottesville VA or Norfolk VA.
Key Responsibilities:
Drive Responsible Growth in the Market:
Deliver for Clients:
Talent Management:
Delivers One Company:
Requirements:
Key attributes / competencies:
Job Band:
H3Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Referral Bonus Amount:
0Job Description:
Private Bank Market Leader
Private Bank, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.
Description:
The Private Bank Market Leader (PB ML) supports the Market Executive (ME) in growing the market by driving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management for their aligned market.
The PB ML has direct reporting accountability for PCAs, PCMs and/or PCADs as determined by the Market Executive based on the size and needs of the market and growth strategy. The PB ML executes the business onboarding and ramp up of PCA and PCM hires across the market and coaches advisors to optimize their performance. The Private Bank Market Leader will also help drive the implementation of strategic growth initiatives, in addition to supporting the ME to effectively manage market trust risks, adherence to administrative metrics and ensuring trust policy adherence.
Based on the needs of other markets in the division, the Private Bank Market Leader may also assist other MEs with driving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management.
FINRA Licenses Required: S7, S66 OR S63 & S65, S24. Position is based in Richmond VA but may also be located in Charlottesville VA or Norfolk VA.
Key Responsibilities:
Drive Responsible Growth in the Market:
Deliver for Clients:
Talent Management:
Delivers One Company:
Requirements:
Key attributes / competencies:
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role