Private Client Manager II

National Black MBA Association

Little Rock (AR)

On-site

USD 110,000 - 170,000

Full time

3 days ago

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Job summary

Bank of America is seeking an experienced Private Wealth Client Manager to expand relationships, advise on financial needs, and coordinate across product lines to deliver aBranded Client Experience.

The role requires strong relationship management, licensing readiness within 90 days, and collaboration with internal Partners to meet client needs. 1st shift in the USA with a 40-hour workweek.

Qualifications

7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience.
Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days after start.

Responsibilities

Drives inflows of new business across product lines into existing book of business.
Leads complex credit opportunities, including structured deals.
Grows book balances and Year over Year revenue.
Mentors Private Client Managers on complex products and relationships.
Acts as COO for the client team, coordinating relationship management activities.

Skills

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

Education

High School Diploma / GED / Secondary School or equivalent

MBA or Post-Graduate Degree

CFP, CPA, CFA, CTFA, CFM or JD a significant plus

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:

This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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

Required Qualifications:

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

Desired Qualifications: