Senior Wealth Portfolio Architect

National Black MBA Association; Boston, Northern (MA, KY); Hybrid; USD 105,000 - 175,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits

Job summary

Bank of America is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients. You will design and monitor asset allocation, select securities, and communicate proactively on performance and market trends.

The role requires deep knowledge of investment products, fiduciary standards, and strong client relationship skills. In-office culture is emphasized with competitive benefits.

Qualifications

• Minimum of 10 years of investment decision making and financial consulting with high-net-worth clients.
• Experience in wealth management, private banking, or trust roles.
• Knowledge of fiduciary and financial products and services.
• Broad-based technical knowledge of investments, tax, and legal considerations.
• Fiduciary standards and applicable laws and regulations knowledge.
• Negotiation, delegation, leadership, and relationship management skills.

Responsibilities

• Develop and tailor investment strategies for high-net-worth clients.
• Manage all aspects of client portfolios including asset allocation and risk management.
• Collaborate with teammates to deliver integrated solutions (equities, fixed income, alternatives).
• Engage with clients to review performance and market conditions.
• Stay updated on Chief Investment Office guidance and economic trends.
• Build meaningful client relationships with care, ethics and diligence.

Skills

Advisory

Client investments management

Customer focus

Investment management

Presentation skills

Active listening

Analytical thinking

Attention to detail

Client experience branding

Valuation ethics and standards

Collaboration

Critical thinking

Data quality management

Trading

Written communications

Education

Bachelor's degree in Finance, Economics, or related field

MBA or JD (preferred)

CPA, CFP, or CFA designation

Minimum Education: High School Diploma/GED

Job description

Bank of America is seeking an experienced investment professional to manage discretionary portfolios for high-net-worth clients. You will design and monitor asset allocation, select securities, and communicate proactively on performance and market trends.

The role requires deep knowledge of investment products, fiduciary standards, and strong client relationship skills. In-office culture is emphasized with competitive benefits.