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Bank Of America Senior Investment Manager United States, Rhode Island, Providence 669784803
The Senior Investment Manager is responsible for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, and leading a sound investment management process. Would act as team CIO, leading the investment committee for large teams, and working in close partnership with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Strong ability to connect with clients and communicate CIO research in a concise and compelling manner. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Senior-level expertise in a wide range of investment product areas and ability to deliver full range of products and services across the enterprise, ensuring alignment to client goals and strategies. Oversee preparation and present client performance review reports to measure progress to goals. Serves as subject matter expert for all investment-related questions that come in from clients. This role is an FA Paid Resource. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Required Qualifications:
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE Act Registration; ADV-2B Required
- CFP® or CPWA® designation and/or obtain/maintain at least one firm approved designation
- 10 years’ experience performing specialist level responsibilities or equivalent industry experience
- Possess and demonstrate strong communication skills
- Superior relationship management skills to partner effectively across the entire Wealth Management space
- Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
- Ability to make sound decisions through a deep understanding of investment management best practices and policies/procedures with a strong risk mindset
- Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
Skills:
- Causation Analysis
- Financial Management
- Investment Management
- Trading Strategy
- Trading and Investment Analysis
- Portfolio Analysis
- Portfolio Management
- Price Verification and Valuation
- Trade Monitoring
- Trading
- Client Investments Management
- Client Solutions Advisory
- Financial Analysis
- Financial Forecasting and Modeling
- Wealth Planning
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