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Specialty Asset Management Regional Manager – Closely Held Assets

Dallas, Texas;

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Responsible for leading a special asset management business for a Private Bank Group region or department. Assists in developing and implementing strategic objectives for a Specialty Asset Management (SAM) line of business with respect to revenue production and relationship, new business and technical support. Direct coaching and development responsibility. Responsible for pro-rata piece of SAM revenue/expense plan.


This Regional Manager position is responsible for the oversight of investment holding companies held in trusts, estates, and investment management accounts.  These assets are business entities whose underlying assets are primarily made up of financial assets (equities, fixed income, funds and alternatives).  This role also oversees certain programs within Private Business Group including analytical methods, valuation, financial models and tools, and special projects.  While this Regional Manager position does not have direct reports, the role requires extensive oversight/review over the work of Asset Managers.

The priorities of Private Business Group include achieving asset management goals and meeting client objectives all while managing fiduciary risk.  The primary areas of technical expertise required to succeed include equity analysis, business valuation and fiduciary acumen.  Regional Managers approve all new assets, numerous types of transactions, and must have the ability to coach teammates and interact with internal and external stakeholders having varying levels of understanding in the subject matter we handle.  

Key skills required include the areas of expertise noted above as well as the abilities to excel in a fast-paced environment balancing simultaneous objectives, competing priorities and the keen ability to handle ambiguity.

Required Qualifications:

  • 8+ years of experience in investment analysis or related
  • Requires BA/BA/BBS degree in Accounting, Finance, Economics, Law or related field

Desired Qualifications:

  • MBA and 5+ years of experience in a fiduciary environment a plus
  • Accredited Sr.  Appraiser designation in Bus. Valuation (or equivalent) strongly preferred


  • Change Management
  • Planning
  • Project Management
  • Stakeholder Management
  • Strategic Thinking
  • Consulting
  • Decision Making
  • Due Diligence
  • Hiring and Onboarding
  • Retention
  • Business Development
  • Collaboration
  • Controls Management
  • Inclusive Leadership
  • Relationship Building


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 10% of the time

Connecticut pay and benefits information

Connecticut pay range:

$121,500 - $209,700 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.


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.