Digital Channel Manager - Ultra High Net Worth

Bank of America; Pennington (AL); Hybrid; USD 110,000 - 175,000; Full time

Benefits offered by this job

Discretionary incentive plan

Industry-leading benefits

Job summary

Bank of America is seeking a senior wealth management professional to lead Digital Wealth Management initiatives and channel strategy. You will oversee teams partnering with business units to deliver advisor and client solutions, and act as an architect for platform development projects.

The role involves hiring, training, and developing associates, with a focus on delivering complex projects in a collaborative, in-office culture that offers flexibility based on role and business needs.

Qualifications

• 5+ years in wealth management and financial services.
• Strong organizational skills; prioritize multiple deliverables.
• Ability to operate effectively in a fast-paced environment.
• Team oriented with minimal supervision.
• Strong communication and relationship-building skills.
• Prior experience with an enterprise digital platform.
• Basic knowledge of Agile software development process.
• Experience with financial planning or client performance reporting.
• Familiarity with UHNW advisor needs and client needs.

Responsibilities

• Directs and initiates Digital Wealth Management initiatives and channel strategy.
• Leads teams working with business partners on advisor/client solutions.
• Architect for platform development projects and design/implement systems and tests.
• Directly involved with large and complex initiatives with managerial responsibilities.
• Hire, train and develop associates.

Skills

Wealth management

Organizational skills

Prioritization

Adaptability

Communication

Relationship building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering 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. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Fully Directs and initiates Digital Wealth Management initiatives, channel strategy and research projects. Leads teams who work closely with business partners in creating new strategies for Advisor and Client advice solutions such as financial planning, client reporting, portfolio analysis, and more. Act as the architect for one or more platform development projects, leveraging technical acumen to help design and/ or implement systems and user acceptance tests. Directly involved with the largest and/or most complex projects and/or initiatives. Has management responsibility. Is responsible for hiring, managing, training and developing associates.

Required Qualifications:

• 5+ years of experience related to wealth management business and financial services industry
• Strong organizational skills, including the ability to independently prioritize and manage multiple deliverables
• Ability to operate effectively in a fast-paced environment
• Team oriented with ability work in a challenging environment with minimal supervision
• Strong communication skills with ability to translate complex concepts into simple terms
• Strong relationship building skills

Desired Qualifications:

• Prior experience supporting an Enterprise digital platform
• Basic knowledge of the Agile software development process
• Experience with financial planning and/or client performance reporting, and how Financial Advisors deliver those services to clients
• Familiarity with the advice needs of UHNW-focused Advisors and their clients

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544)

Pay and benefits information

Pay range

$110,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide 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.