Private Client Manager II

Bank of America • Princeton, FL

1d • Onsite

About The Position

At Bank of America, the purpose is to help make financial lives better through Responsible Growth, delivering for clients, teammates, communities, and shareholders. The company is committed to an inclusive workplace, attracting talent, supporting wellness, and recognizing performance, with an in-office culture that allows flexibility. This specific role is responsible for expanding client relationships by identifying opportunities to deepen existing ones. Key aspects include advising on financial needs, leveraging Private Bank capabilities, and building relationships with internal and external partners to identify prospects. The role involves executing the Client Management Process and collaborating across the enterprise to deliver a Branded Client Experience. This position may also involve residential mortgage loan provision, requiring SAFE Act registration and background checks, with failure to maintain registration potentially leading to termination.

Requirements

• Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
• 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
• Excellent ability to work in a team environment
• Strong interpersonal and influence / partnership skills
• Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
• Client Management
• Client Solutions Advisory
• Loan Structuring
• Relationship Building
• Risk Management
• Active Listening
• Analytical Thinking
• Oral Communications
• Referral Management
• Underwriting
• Account Management
• Attention to Detail
• Collaboration
• Decision Making
• Financial Analysis

Nice To Haves

• MBA or Post-Graduate Degree
• CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Responsibilities

• Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
• Leads complex credit opportunities, including structured credit deals
• Grows book balances and Year over Year revenue
• Partners with and mentors Private Client Managers on more complex products and client relationships
• Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
• 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

Benefits

• 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
• supporting our teammates’ physical, emotional, and financial wellness
• recognizing and rewarding performance
• Formulaic incentive eligible

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees