Private Client Manager II

Bank of America•Little Rock, AR

3d•Onsite

About The Position

At Bank of America, the Private Client Manager II helps expand client relationships by identifying opportunities to deepen existing relationships. The role advises clients on their financial needs and the full array of Private Bank capabilities, and establishes and deepens relationships with internal and external partners and Centers of Influence to identify prospects. It executes the Client Management Process and partners across the enterprise to provide a Branded Client Experience. The position may involve the provision of residential mortgage loans and is subject to SAFE Act registration requirements. Employees engaged in residential mortgage loan originations must register with the federal registry system, remain in good standing, and complete the required background check. Failure to obtain or maintain registration may result in disciplinary action, up to and including termination.

Requirements

Series 7, 63, and 65 licenses, 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 the position.
At least 7 years of successful experience managing relationships with high-net-worth clients, or equivalent financial services/business experience.
Excellent ability to work in a team environment.
Strong interpersonal, influence, and partnership skills.
Significant knowledge of banking and credit, with a general understanding of investments, trust, and wealth transfer.
High School Diploma, GED, secondary school, or equivalent.

Nice To Haves

MBA or postgraduate degree.
CFP, CPA, CFA, CTFA, CFM, or JD credential.

Responsibilities

Drive inflows of new business across product lines, including credit, assets under management, and deposits, into the existing book of business.
Lead complex credit opportunities, including structured credit deals.
Grow book balances and year-over-year revenue.
Partner with and mentor Private Client Managers on more complex products and client relationships.
Act as Chief Operating Officer for the client team by coordinating relationship-management activities and managing delivery of the Branded Client Experience to support client satisfaction.
Encourage use and adoption of digital capabilities to enhance the client and client-team experience.
Build relationships with internal and external partners and Centers of Influence.