Senior Private Client Advisor: Wealth Strategy & Growth

Bank of America; Town of Florida (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded client experience. The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence and actively engage clients. Responsibilities include leading client processes, sourcing new clients, and providing integrated financial solutions. This role demands a high level of collaboration and prior experience with a target client segment offering substantial investable assets.

Qualifications

• 12+ years of experience in private banking or complex financial services.
• Ability to influence and drive client engagement.
• Solution-oriented with strong sales and financial aptitude.

Responsibilities

• Lead the Client Process Management Process to identify new business opportunities.
• Source new clients in alignment with the bank's risk appetite.
• Provide integrated wealth structuring and banking recommendations.

Skills

Business Development

Client Management

Client Solutions Advisory

Wealth Planning

Analytical Thinking

Oral Communications

Education

High School Diploma / GED

MBA or Post‑Graduate Degree

Job description

A leading financial institution in New York is seeking a Client Process Manager to drive new business development and deliver a branded client experience. The ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to influence and actively engage clients. Responsibilities include leading client processes, sourcing new clients, and providing integrated financial solutions. This role demands a high level of collaboration and prior experience with a target client segment offering substantial investable assets.