Product & Strategy Exec/Senior Relationship Manager (Private Markets Focused)

Bank of America•New York, NY

13d•$180,000 - $280,000•Onsite

About The Position

This job is responsible for identifying and managing strategic initiatives designed to support and enhance the experience of the product or platform. Key responsibilities include overseeing client and business interactions, strategic planning, product development and can include technology initiatives. Job expectations include strong collaboration skills across executives or other partners and strategic analysis driven for innovation of new wealth management solutions for clients. Reporting to the Head of Asset Manager Relationships within Investment Products/Investment Solutions Group, the Senior Relationship Manager will be responsible for cultivating strong and productive relationships with third party managers to progress strategic priorities of Bank of America with an emphasis towards Global Wealth & Investment Management (GWIM) businesses. The role will be instrumental in working across the different channels within Bank of America, particularly GWIM, Consumer Banking, Global Banking and Global Markets to coordinate activities and broaden strategic relationships.

Requirements

12+ years of experience in financial services industry
Ability to manage multiple senior level relationships inside and outside the firm
Prior experience working with asset managers
Prior experience with Alternative Investments
Broad knowledge of wealth management business
Exceptional interpersonal skills and management skills
Strong quantitative and analytical skills
Ability to work under pressure, manage multiple tasks & initiatives
Think strategically and be able to influence key stakeholders
Attention to detail, ability to effectively follow up and resolve issues in a timely fashion
Ability and willingness for some travel

Nice To Haves

Series 7 and 66 not required but can be held permissively

Responsibilities

Drives investment products and strategies across investment solutions (mutual funds, SMAs, alternatives etc.) utilizing relationships across groups
Identifies market trends and client needs to inform product positioning and enhancements
Oversees client and business offerings to ensure product development and initiatives match client needs
Provides strategic guidance on advisor tools, products, platforms and other investment related materials
Collaborates with leadership members to educate advisors on offerings and enhance product adoption and engagement
Uses strong communication skills both verbal and written to delivery clearly to wide audience from clients to executives
Optimizes asset manager resources to drive growth for our firm with an emphasis on wealth management (GWIM)
Strengthens strategic alignment and deepens partnerships with the firm's most important third-party asset manager relationships
Cultivates and enhances senior-level relationships between internal stakeholders and executive leadership teams at partner asset management firms
Ensures alignment of internal and external messaging so that asset manager partners consistently reinforce key objectives and priorities with advisors and clients
Promotes adherence to GWIM policies, procedures, and governance standards, ensuring asset manager partners operate within established guidelines
Partners closely with ISG Product, Specialist, CIO, and other key teams to support platform initiatives, product enhancements, and strategic programs involving asset manager partners
Designs and executes cross-manager initiatives that leverage external expertise to advance GWIM strategic priorities and accelerate business growth
Collaborates with internal stakeholders to develop and implement initiatives that enhance advisor engagement, client outcomes, and overall GWIM growth
Partners across lines of business to maximize enterprise relationships with third-party asset management firms and identify opportunities for broader strategic collaboration