Private Bank Market Executive
About The Position
This job is responsible for oversight of Private Banking activities for a specific market. Key responsibilities include driving growth through facilitating the delivery of solutions to clients, cultivating relationships, managing strategic integration across lines of business, and building a culture of responsible growth and client engagement. Job expectations include oversight of procedures and administrative policies, prioritizing resources to drive growth, servicing client relationships, and creating and executing the market strategy. 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. Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work 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.
Requirements
- FINRA Licenses Required: S7, S66 OR S63 & S65, S24.
- Strong business judgment and decision making, particularly on issues relating to business selection, risk management, talent and performance management, enterprise partnerships, financial management and problem resolution.
- Demonstrated track record of delivering business results & driving responsible growth.
- Ability to attract, select, develop, and retain top talent across job families.
- Communicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence).
- Strong foundational end to end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and industry trends.
Nice To Haves
- Bachelor’s Degree preferred.
- Advanced certifications a plus.
Responsibilities
- Oversight of Private Banking activities for a specific market.
- Driving growth through facilitating the delivery of solutions to clients.
- Cultivating relationships.
- Managing strategic integration across lines of business.
- Building a culture of responsible growth and client engagement.
- Oversight of procedures and administrative policies.
- Prioritizing resources to drive growth.
- Servicing client relationships.
- Creating and executing the market strategy.
- Managing associates.
- Breaking down barriers to create a more inclusive environment.
- Challenging end-to-end process efficiency and effectiveness.
- Championing data-driven decision-making and removing obstacles to optimize operations.
- Contributing to enterprise strategy and influencing messaging.
- Inspecting and challenging risk controls, governance and culture.
- Coaching to sustain and elevate organizational performance.
- Efficiently allocating and managing resources.
- Inspecting and managing the health of the bench to ensure succession.
- Mobilizing organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
- Discretionary incentive eligible
- Annual discretionary award based on individual performance, line of business performance, and overall company success.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
