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 Development, Client Management, Client Solutions, Advisory, Prospecting
Stantec Consulting International Ltd.
Project Accountant
Cleveland, Ohio, United States · Hybrid
Entry level
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Skills: Project Accounting, Financial Management, Invoicing, Oracle, Microsoft Excel
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Job DetailsJob Location: Corporate Office - Cleveland, OH 44113Job Category: FinanceKurv is a dynamic and growing payments processing company dedicated to providing exceptional service to our customers and clients. We ar…
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Remote Sales Representative - Entry Level - Part-Time or Full-Time
Cleveland, Ohio, United States · Remote Solely
Entry level
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Relationship Executive-Multinational Corporations Banking-Executive Director
Cleveland, Ohio, United States · On-site
$160k–$260k/yr
Senior+$1.6B raised
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$100k–$275k/yr
Full-time
high school
Health Insurance, Paid Time Off, Flexible Benefits
Posted 60d ago
~40 hrs/week
Responsibilities
This role is responsible for acquiring new clients and deepening existing client relationships. It involves leading the Client Management Process and providing a Branded Client Experience by leveraging the bank's capabilities and services.
Requirements
Candidates must have 12+ years of experience in private banking or complex financial services and hold relevant licenses. Strong interpersonal skills and the ability to drive business development for high-net-worth clients are essential.
Full job description
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, 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 acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Leads the Client Process Management Process within the client team to identify new business development opportunities
Sources new clients in alignment with the bank's established risk appetite
Leads the client team to deliver meaningful interactions and a Branded Client Experience
Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
Encourages use and adoption of digital capabilities to enhance the client and client team experience
Builds relationships with internal and external partners and centers of influence
Required Qualifications:
Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
Ability to drive new business development for target client segment ($3MM++ investable assets)
Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
High touch, client-focused individual with exceptional interpersonal skills
Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
Ability to influence; proactively asks for and closes business
Solutions oriented; sales and financial aptitude a must
Must be a skilled negotiator
Ability to work with and identify the need for team specialists; collaborate closely with other team members
Takes on a leadership role on the team and within the business community
Desired Qualifications:
MBA or Post-Graduate Degree
CFP, CPA, CFA, CTFA, CFM or JD a significant plus
Skills:
Business Development
Client Management
Client Solutions Advisory
Prospecting
Wealth Planning
Analytical Thinking
Oral Communications
Referral Management
Relationship Building
Risk Management
Active Listening
Attention to Detail
Collaboration
Decision Making
Loan Structuring
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND CENTER (OH4375)Pay and benefits informationPay range$100,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.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.
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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
How many Finance & Accounting jobs are open in Cleveland, OH right now?
There are currently 484 open finance & accounting positions in Cleveland, OH listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Cleveland, OH?
Companies currently hiring include PNC, CrossCountry Mortgage, LLC, KeyBank, Symmetry Financial Group, Sherwin-Williams, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Cleveland, OH?
Yes — 198 of the 484 open finance & accounting positions offer remote or hybrid work (64 remote, 134 hybrid).
How do I apply for Finance & Accounting jobs in Cleveland, OH?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.