Enable job alerts via email!

Private Client Manager II

Orange County Comptroller

Los Angeles (CA)

On-site

USD 110,000 - 200,000

Full time

30+ days ago

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

An established industry player is seeking a talented professional to enhance client relationships and drive business growth. This role involves advising clients on financial needs, managing complex credit opportunities, and collaborating with internal teams to deliver exceptional service. With a focus on inclusivity and employee wellness, this organization offers a supportive environment for career growth and development. If you have a passion for financial services and a track record of success with high net worth clients, this is an exciting opportunity to make a significant impact in the financial sector.

Benefits

Industry-leading benefits
Paid time off
Resources for employee support
Incentive plans based on performance

Qualifications

  • 7+ years of experience managing relationships with high net worth clients.
  • Strong knowledge of banking, credit, and investment strategies.

Responsibilities

  • Expand client relationships and identify new business opportunities.
  • Coordinate relationship management activities for client satisfaction.

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
MBA or Post-Graduate Degree

Tools

Series 7 License
Series 63 License
Series 65 License
Series 66 License

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.

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 Skills:

  • Excellent ability to work in team environment
  • Strong interpersonal and influence / partnership skills
  • Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
  • 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) required; 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

Desired Skills:

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

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details:

Pay range $110,000.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics. Benefits include 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.

Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.

Similar jobs

Private Client Manager II

UT Health East Texas

Los Angeles

On-site

USD 110,000 - 200,000

Today
Be an early applicant

Private Client Manager II

Bank of America

Los Angeles

On-site

USD 120,000 - 180,000

12 days ago

Private Client Manager II

Bank of America

Los Angeles

On-site

USD 90,000 - 150,000

12 days ago

Customer Success Manager II

F5 Networks

Remote

USD 85,000 - 130,000

7 days ago
Be an early applicant

Client Relations Manager

SCP Health

Atlanta

Remote

USD 80,000 - 120,000

8 days ago

Customer Support Helpdesk Manager

Prosum

Los Angeles

On-site

USD 130,000 - 150,000

7 days ago
Be an early applicant

Private Client Manager II

Bank of America

Los Angeles

On-site

USD 80,000 - 150,000

30+ days ago

Private Client Manager II

Bank of America

Los Angeles

On-site

USD 80,000 - 150,000

30+ days ago

Workday Client Service Leader II (aka Sr Enablement Manager or Customer Success Sr Manager) Virtual

Strada

Orlando

Remote

USD 128,000 - 204,000

23 days ago