Senior Executive Wealth Advisor

CFA Institute; San Francisco, Northern (CA, KY); Hybrid; USD 225,000 - 298,000; Full time

Job summary

Bank of America is seeking a Senior Executive Wealth Services Client Manager to deepen relationships with corporate executives and provide a Branded Client Experience across private bank capabilities.

The role leads the Client Management Process, collaborates across the enterprise, and supports wealth structuring, credit facilities, and asset management while promoting digital adoption and superior service.

Qualifications

• Holistic client approach leveraging Private Bank platform.
• High-touch, client-focused service orientation.
• Leadership in team settings and cross-functional collaboration.
• Ability to influence and close business.
• Solutions-oriented with strong financial aptitude.

Responsibilities

• Develops deep understanding of clients' wealth strategies and needs.
• Leads Client Management Process to deepen relationships and deliver branded experiences.
• Provides integrated wealth advisory including structuring, credit facilities, and asset management.
• Encourages use of digital capabilities to enhance client experience.
• Builds internal and external relationships to support client goals.

Skills

Business Development

Client Management

Client Solutions Advisory

Risk Management

Wealth Planning

Analytical Thinking

Oral Communications

Relationship Building

Account Management

Attention to Detail

Collaboration

Decision Making

Loan Structuring

Education

MBA or Post-Graduate Degree

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

Job description

Bank of America is seeking a Senior Executive Wealth Services Client Manager to deepen relationships with corporate executives and provide a Branded Client Experience across private bank capabilities.

The role leads the Client Management Process, collaborates across the enterprise, and supports wealth structuring, credit facilities, and asset management while promoting digital adoption and superior service.