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About the Role

This role is responsible for providing exceptional client service and coverage to corporate executives through the Executive Wealth Services team. Key responsibilities include deepening client relationships to provide best-in-class service to Executives and leading the Client Management Process. This position may be responsible for the provision of residential mortgage loans and is subject to SAFE Act registration requirements.

Responsibilities

Develops an in-depth understanding of clients’ needs, preferences and overall wealth strategy; being responsive to changes in the business environment and/or with client needs
Leads the Client Management Process within the client team to provide exceptional client service while deepening existing relationships and delivering a branded client experience
Advocates for clients and prospects as their trusted advisor providing integrated recommendations including wealth structuring, credit facilities, banking and asset management
Encourages use and adoption of digital capabilities to enhance the client and client team experience
Builds relationships with internal and external partners and centers of influence

Requirements

Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
High touch, client-focused individual with exceptional interpersonal skills
Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
Ability to influence; proactively asks for and closes business
Solutions oriented; sales and financial aptitude a must
Must be a skilled negotiator
Ability to work with and identify the need for team specialists; collaborate closely with other team members
Takes on a leadership role on the team and within the business community

Skills

Business Development
Client Management
Client Solutions Advisory
Risk Management
Wealth Planning
Active Listening
Analytical Thinking
Oral Communications
Referral Management
Relationship Building
Account Management
Attention to Detail
Collaboration
Decision Making
Loan Structuring

Location

Los Angeles, CA
San Francisco, CA
Chicago, IL
Boston, MA
Pennington, NJ
New York, NY

Work Type

1st shift
40 hours per week

Education Level

High School Diploma / GED / Secondary School or equivalent
MBA or Post-Graduate Degree (Desired)
CFP, CPA, CFA, CTFA, CFM or JD a significant plus (Desired)

Salary/Compensations

$225,000.00 - $298,300.00 annualized salary

Benefits

Industry-leading benefits
Access to paid time off
Resources and support

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

FDIC
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.