Senior Portfolio Manager, UHNW Wealth

Bank of America; Scottsdale (AZ); On-site; USD 150,000 - 230,000; Full time

Job summary

Bank of America seeks a senior investment portfolio professional to lead discretionary portfolio management for high-net-worth clients. You will design and oversee asset allocation, security selection, and risk controls while guiding client conversations and growth initiatives.

The role requires a decade of investment decision-making, breadth across financial products, and a proven ability to manage complex portfolios within a prestigious firm.

Qualifications

• Minimum of 10 years of investment decision making and financial consulting experience with high-net-worth clients.
• Experience at a prestigious financial services firm in wealth management/trust.
• Knowledge of fiduciary standards, laws, and investment products.
• Broad technical knowledge of investments, tax, legal, and operations.

Responsibilities

• Develop and manage discretionary investment strategies tailored to client goals.
• Oversee asset allocation, portfolio construction, and risk management.
• Select securities and managers; monitor performance and compliance.
• Engage clients to review performance and market outlooks regularly.
• Mentor associates and contribute to business development.

Skills

Advisory

Investment Management

Client Focus

Analytical Thinking

Attention to Detail

Trading

Presentation Skills

Written Communications

Education

Bachelor’s Degree in Finance

MBA or JD (Desired)

CPA/CFP/CFA designation

Job description

Bank of America seeks a senior investment portfolio professional to lead discretionary portfolio management for high-net-worth clients. You will design and oversee asset allocation, security selection, and risk controls while guiding client conversations and growth initiatives.

The role requires a decade of investment decision-making, breadth across financial products, and a proven ability to manage complex portfolios within a prestigious firm.