Regional Director, UHNW Wealth Advisory

Bank of America; San Francisco (CA); Vor Ort; USD 200.000 - 275.000; Vollzeit

Benefits dieser Stelle

Discretionary bonus eligibility

Industry-leading benefits

Zusammenfassung

Bank of America seeks an experienced Regional Private Wealth leader to drive growth by directing private wealth advisors, recruiting top talent, and delivering exceptional UHNW client experiences. You will manage risk while aligning with enterprise priorities and regulatory expectations across markets.

The role emphasizes building a culture of excellence, strategic relationship management, and 50% travel to oversee activities and partnerships across lines of business.

Qualifikationen

• Minimum 12 years professional experience.
• Minimum 5 years management experience, with ability to lead at scale.
• Must have Series 7, Series 63 and 65 or 66, Series 9 and Series 10, and the ability to obtain Series 31 or 3 within a short timeframe.
• Advanced wealth management acumen, including UHNW products and strategies, regulatory and supervisory requirements, and industry trends.
• Ability to travel up to 50% of the time.

Aufgaben

• Executes components of the region business plan with a focus on advisor productivity, strategic flows, and revenue growth.
• Recruits, coaches, and retains high-performing talent, fostering a culture of inclusion, innovation, and respect regardless of team size or tenure.
• Influences advisor engagement and client experience, ensuring alignment with enterprise priorities and directly coaching advisors to optimize impact.
• Serves as a trusted advisor and problem solver for UHNW clients delivering customized, integrated solutions embedded in a strong risk culture.
• Builds relationships across lines of business and product groups to deliver the enterprise's full capabilities, orchestrating firm and enterprise resources to solve complex client needs.
• Acts as the regulatory supervisor for multiple groups of private wealth advisors, partnering with Supervision and Control partners to oversee activities that require advanced licensing (Series 9/10 and 3/31).
• Represents the firm in local market (LMO) activities, business development efforts, advisor recruiting and events to support advisor and client growth.

Kenntnisse

Strategic Thinking

Executive Presence

Inclusive Leadership

Emotional Intelligence

Process Effectiveness

Ausbildung

Bachelor's degree or equivalent work experience

Jobbeschreibung

Bank of America seeks an experienced Regional Private Wealth leader to drive growth by directing private wealth advisors, recruiting top talent, and delivering exceptional UHNW client experiences. You will manage risk while aligning with enterprise priorities and regulatory expectations across markets.

The role emphasizes building a culture of excellence, strategic relationship management, and 50% travel to oversee activities and partnerships across lines of business.