Executive Wealth Strategist jobs at Bank Of America in United States, Charlotte
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Charlotte
63 jobs found
14.04.2025
BOA
Bank Of America Wealth Strategies Advisor United States, North Carolina, Charlotte
Leads the wealth planning engagement process with clients from start to finish. This includes leading the new business review and onboarding process for initial and successor trustee appointments and managed...
Interact and provide direct support to senior management of the bank to assist with the scheduling/coordinating and dispatching of future travel requests. Provide logistical support and ensuring trip coordination, planning...
Support loan growth through quality underwriting activities. Build credibility by developing, deepening, and sustaining a value-driven relationship with business partners. Collaborate with Sales, Risk, Operations, and Portfolio Management to deliver...
Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams. 10+ years of commercial/private wealth management credit experience. Strong negotiation and communication skills....
Engages with stakeholders to identify issues and control improvements for remediation and ensures issue resolution. Acts as an ambassador of the risk culture, monitoring and reporting on the Line of...
Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals. Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion...
Participates in establishing risk management procedures and standards. Ensures adherence to the policies and procedures established by the company. Overseeing and directing the processes and controls for in-scope, in-line QA...
Leads the wealth planning engagement process with clients from start to finish. This includes leading the new business review and onboarding process for initial and successor trustee appointments and managed...
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