Market Investment Executive

Bank of America; Orlando, Miami (FL, FL); On-site; USD 80,000 - 160,000; Full time

Job summary

An established industry player is seeking a Market Investment Executive to lead investment strategies for high net worth clients. This role involves overseeing a team, developing customized investment strategies, and ensuring compliance and risk management. The ideal candidate will have extensive experience in financial services and a strong focus on client management. Join a diverse and inclusive workplace that values growth and offers competitive benefits to support your well-being. This is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• 12+ years of experience in private banking or financial services.
• Bachelor's degree or higher preferred.

Responsibilities

• Oversee investment business for high net worth clients.
• Develop customized investment strategies and manage risks.

Skills

Client Management

Decision Making

Portfolio Analysis

Portfolio Management

Risk Management

Business Acumen

Customer and Client Focus

Inclusive Leadership

Problem Solving

Strategic Thinking

Employee Counseling

Leadership Development

Performance Management

Relationship Building

Education

Bachelor's Degree

MBA or Post-Graduate Degree

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!

Job Description:

The Market Investment Executive (MIE) oversees the expansion of investment business for high net worth clients. The MIE serves as the market’s chief investment officer, helping to communicate the firm’s thought leadership.

Responsibilities include developing customized investment strategies, expanding the business and delivering investment management services, risk management, compliance, coaching, and developing all investment talent. MIEs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The MIE is expected to reinforce a culture of responsible growth, proactive risk management, and delivering the enterprise through business integration.

The MIE reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division, the MIE may also support additional markets.

Managerial Responsibilities:

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.

• Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals.
• Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champions data-driven decision-making, and removes obstacles to optimize operations.
• Enterprise Advocate & Communicator: Contributes to enterprise strategy and influences 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 elevate 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.

Skills:

• Client Management
• Decision Making
• Portfolio Analysis
• Portfolio Management
• Risk Management
• Business Acumen
• Customer and Client Focus
• Inclusive Leadership
• Problem Solving
• Strategic Thinking
• Employee Counseling
• Leadership Development
• Performance Management
• Relationship Building

Required Skills:

12+ years of private banking or complex financial services experience OR minimal equivalent of a Bachelor's degree.

Desired Skills:

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

Shift:

1st shift (United States of America)

Hours Per Week:

40