Private Client Manager II

United States·Los Angelesmid

OtherClient Manager

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Quick Summary

Requirements Summary

This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client’s financial needs and

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OtherClient Manager

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

~1 min read

→Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business
→Leads complex credit opportunities, including structured credit deals
→Grows book balances and Year over Year revenue
→Partners with and mentors Private Client Managers on more complex products and client relationships
→Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction
→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

Requirements

~1 min read

* Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position

* 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience

* Excellent ability to work in a team environment

* Strong interpersonal and influence / partnership skills

* Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer

Desired Qualifications:

* MBA or Post-Graduate Degree

* CFP, CPA, CFA, CTFA, CFM or JD a significant plus

1st shift (United States of America)

Client Management
Client Solutions Advisory
Loan Structuring
Relationship Building
Risk Management
Active Listening
Analytical Thinking
Oral Communications
Referral Management
Underwriting
Account Management
Attention to Detail
Collaboration
Decision Making
Financial Analysis

US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193)

Pay and benefits information

Pay range

$110,000.00 - $215,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

This 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.

Benefits

This 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.