Market Investment Executive

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. 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 a diverse and 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 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.

• Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I 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 Skills:

The ideal candidate will have 7 to 10 years of proven leadership experience in an investment management environment which emphasizes high net worth investing.  He/she will have demonstrated, excellent management and communication skills with a proven track record as a mature consensus and team builder.   Previous accomplishments in a similar position will include:  Managing a team of investment professionals in the delivery of world class investment solutions.  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 will be essential. 

The successful candidate will be adept at business development and retention; a proprietary book of business would be advantageous, but not essential.   

A bachelor’s degree in a business related area is required; a MBA or CFA would be highly preferable.

Skills:

• Client Management
• Decision Making
• Portfolio Analysis
• Portfolio Management
• Risk Management
• Business Acumen
• Customer and Client Focus
• Inclusive Leadership
• Problem Solving
• Strategic Thinking
• Employee Counseling
• Leadership Development
• Performance Management
• Relationship Building
• Talent Development

Shift:

Hours Per Week: