Senior Wealth Portfolio Architect

Bank of America; Providence (RI); On-site; USD 105,000 - 175,000; Full time

Benefits offered by this job

Discretionary incentive plan

Benefits eligible

Job summary

Bank of America in Providence, RI seeks a senior investment leader to work with high-net-worth clients to design and manage discretionary portfolios, including asset allocation, security selection, and risk controls. You will collaborate with senior managers and advisory teams to deliver tailored investment strategies.

The role emphasizes client relationship management, regulatory compliance, and ongoing reviews, with mentorship to junior staff and performance-driven opportunities in a

Qualifications

• Minimum of 10 years of investment decision making and financial consulting experience with high-net-worth clients.
• Bachelor’s Degree or higher in Finance, Accounting, Economics or related field (or equivalent experience).
• MBA, JD or professional credentials (CPA/CFP/CFA) are preferred.

Responsibilities

• Develop discretionary investment strategies and manage client portfolios.
• Coordinate asset allocation, security/manager selection, and risk management with senior managers.
• Engage clients with performance reviews and market commentary.
• Mentor associates and support business development while maintaining high fiduciary standards.

Skills

Advisory

Client Investments Management

Client Focus

Investment Management

Presentation Skills

Analytical Thinking

Attention to Detail

Written Communications

Education

Bachelor’s Degree in Finance/Related Field

Graduate Degree (MBA/JD)

CPA/CFP/CFA designation

Job description

Bank of America in Providence, RI seeks a senior investment leader to work with high-net-worth clients to design and manage discretionary portfolios, including asset allocation, security selection, and risk controls. You will collaborate with senior managers and advisory teams to deliver tailored investment strategies.

The role emphasizes client relationship management, regulatory compliance, and ongoing reviews, with mentorship to junior staff and performance-driven opportunities in a