Boston, Massachusetts, United States · Hybrid
$105k–$175k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Advisory, Client Investments Management, Customer and Client Focus, Investment Management, Presentation Skills
Plano, Texas, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Analytical Thinking, Influence, Production Support, Risk Management
Los Angeles, California, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Securities Based Lending, Wealth Management, Credit Underwriting, Loan Structuring, Risk Management
Chandler, Arizona, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Cloud Architecture, SaaS Integration, Network Security, Zero Trust, Identity and Access Management
Ventura, Iowa, United States · Hybrid
$26/hr–$34/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Business-to-business sales, Small business banking, Communication skills, Customer service, Problem resolution
Phoenix, Arizona, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service Management, Performance Management, Active Listening, Decision Making
San Ramon, California, United States · On-site
$70k–$80k/yr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications
Punta Gorda Town, Toledo District, Belize · On-site
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Sherwood Park, Alberta, Canada · On-site
$25/hr–$26/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Relationship building, Cash handling, Customer service, Problem solving, Communication
Chicago, Illinois, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Credit Analysis, Wealth Management, Securities Based Lending, Loan Structuring, Risk Management
Chandler, Arizona, United States · Hybrid
$65k–$88k/yr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Critical Thinking, Risk Management, Data Analysis, Process Analysis, Project Management
Los Angeles, California, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Securities based lending, Credit underwriting, Loan structuring, Risk management, Relationship management
Torrance, California, United States · Hybrid
$26/hr–$34/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Business-to-business sales, Small business banking, Client relationship management, Financial advice, Outbound phone sales
Randolph County, Illinois, United States · On-site
$25/hr–$26/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Relationship building, Customer service, Cash handling, Sales, Financial services
Fort Lauderdale, Florida, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Relationship building, Cash handling, Customer service, Sales, Problem solving
Orange, California, United States · On-site
$25/hr–$26/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer and Client Focus, Oral Communications, Problem Solving
Brockton, Massachusetts, United States · On-site
$25/hr–$26/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Adaptability, Business Acumen, Customer Focus, Oral Communications, Problem Solving
Bromley, England, United Kingdom · Hybrid
Job Description: Job Title: Operations Performance Manager Corporate Title: Vice President Location: Bromley Company Overview: At Bank of America, we are guided by a common purpose to help make financial lives better thr…
Skills: Operational performance management, Data analytics, Strategic leadership, Executive communication, Performance scorecards
North Ogden, Utah, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account management, Financial planning, Investment advisory, Client relationship management, Risk management
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Financial Analysis, Financial Forecasting, Business Acumen, Analytical Thinking, Strategic Thinking
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The Portfolio Manager is responsible for creating customized investment strategies for high-net-worth clients by managing asset allocation, portfolio construction, and risk management. They also collaborate with teammates to deliver integrated financial solutions while driving client retention and business development.
Candidates must have a minimum of 10 years of investment decision-making and financial consulting experience with high-net-worth clients. A bachelor's degree is desired, with preference given to those holding advanced degrees or professional designations such as CFA, CFP, or CPA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.
Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics
Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
Knowledge of fiduciary and financial products and services through extensive related work experience
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
Skills and experience in negotiating, delegating, leadership, superior client service and relationship management
Bachelor’s Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience
Graduate Degree such as MBA or JD preferred
Holds appropriate credentials such as CPA, CFP and/or CFA designation
The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Advisory
Client Investments Management
Customer and Client Focus
Investment Management
Presentation Skills
Active Listening
Analytical Thinking
Attention to Detail
Client Experience Branding
Valuation Ethics and Practice Standards
Collaboration
Critical Thinking
Data Quality Management
Trading
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100)Pay and benefits informationPay range$105,000.00 - $175,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
