Senior Portfolio Manager, UHNW Wealth Management

Bank of America Corporation; Reno (NV); On-site; USD 136,000 - 300,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive eligible

Job summary

Bank of America is seeking a senior investment professional to lead discretionary portfolio management and high-net-worth client advisory. You will design investment strategies, oversee asset allocation, and ensure compliance with fiduciary standards.

The role focuses on delivering integrated investment solutions, maintaining client relationships, and communicating performance and market insights to clients. A strong background in finance and credentials such as CFA/CFP are preferred.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field or equivalent experience.
• MBA or JD preferred for advanced roles.
• Credentials such as CPA, CFP and/or CFA are advantageous.

Responsibilities

• Evaluate and design discretionary portfolio management strategies.
• Oversee asset allocation, portfolio construction, and risk management.
• Engage with clients to review performance and align with goals.
• Collaborate with teammates to deliver integrated investment solutions.
• Stay informed on market trends and fiduciary standards.

Skills

Advisory Investments

Client Focus

Analytical Thinking

Relationship Building

Education

Bachelor’s Degree in Finance/Economics

MBA/JD (preferred)

CPA/CFP/CFA designation

Tools

None

Job description

Bank of America is seeking a senior investment professional to lead discretionary portfolio management and high-net-worth client advisory. You will design investment strategies, oversee asset allocation, and ensure compliance with fiduciary standards.

The role focuses on delivering integrated investment solutions, maintaining client relationships, and communicating performance and market insights to clients. A strong background in finance and credentials such as CFA/CFP are preferred.