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Bank Of America Private Bank Market Leader 
United States, New York, New York 
938822945

Yesterday


Responsibilities include business onboarding, implementing strategic growth initiatives, managing market risks, client retention, and adherence to administrative metrics and policies. MLs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The ML is expected to reinforce a culture of responsible growth, proactive risk management and delivering the enterprise through business integration.

Deliver for Clients:

  • Ensures delivery of the investment and fiduciary platform, credit and banking solutions, and digital capabilities to clients
  • Inspects routines and processes to ensure quality meaningful interactions that improve the overall client experience
  • Analyzes client team performance andkeymetrics to determine areas of opportunity and follows-up with targeted solutions/coaching
  • Participates in targeted pre-calling planning and joint calling with teams to help close business and identify development needs

Risk Management:

  • Ensures PrivateBank/regulatory compliance and riskpolicies areunderstood, align with our risk framework and are consistently applied within the market
  • Escalates key risk issues to ensure timely and effective resolution

Drives Responsible Growth in the Market:

  • Executes against Private Bank strategy and priorities tailored to local market dynamic and competitor footprint
  • Supports market routines, including CMP execution and BCE adoption to deliver the enterprise and drive cross-LOB referrals and business integration targets
  • Establishes strong relationships with key clients,prospects,


Talent Management:

  • Recruits, hires,develops and retains talent
  • Participates with leadership team on comp and resource decisioning
  • Collaborates with market leadership and key partners to support employee development and diversity & inclusion

Job Requirements:

  • Proven market leadership experience in investment management
  • Deep understanding of high net worth clients’ needs and investment solutions
  • Ability to effectively manage risks and ensure adherence to policy
  • Strong business judgment and decision making
  • Ability to attract, select, develop and retain talent
  • Strong knowledge of Private Bank and enterprise capabilities with ability to work collaboratively tomake connections, resolve issues & remove obstacles
  • Communicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence)
  • Strong influencing,listening, probing & relationship management skills

FINRA Licenses Required: S7, S66 OR S63 & S65, S24

Skills:

  • Business Acumen
  • Financial Management
  • Leadership Development
  • Strategic Thinking
  • Talent Development
  • Client Management
  • Customer and Client Focus
  • Performance Management
  • Problem Solving
  • Sales Performance Management
  • Decision Making
  • Employee Counseling
  • Planning
  • Relationship Building
  • Sales Strategy
1st shift (United States of America)