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Bank Of America Senior Investment Manager United States, Maryland, Towson 641667491
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Job Description:
The Senior Investment Manager is responsible for defining andowning theFinancial Advisor(s) and/or Advisorspecialists tofor each client. Senior-level expertise in a wide range of investment product areas and ability to deliver full range of products andacross the enterprise, ensuringto client goals and strategies. Oversee preparation and presentclient performance review reportsto measureto goals. Serves as subject matter expert for all investment-related questions that come in from clients.
Establish a scalable, disciplined investment
Supervise research andportfolio recommendations for Investment Committee
Lead weekly Investment Committee meetings
Monitor the generation and delivery of investment management tools, including but not limited to investment proposal, CRC, etc.
Oversee the management of client portfolios to align with client goals, objectives, risk tolerance and time
Convey pricing to ensure client's understanding of the value of advice
Deep understanding of the CIO philosophy & ongoing monitoring of strategy changes based on current market
Monitor and respond to market and non-financial current
Analyze and understand Merrill and third party
Create analytical reports forclient investment portfolio performances
Develop and present client recommendations/changes based on client goals, risk tolerance, time
Lead one-on-one and group client facing dialogue and commentary on market trends and overall investment management topics
Engage home office partners and leaders to manage escalation and resolution of complex issues
Qualifications
7, 63/65 or 66 or equivalent; mustall state registrations in support of Financial Advisor(s) and Advisor
Act Registration; ADV-2B
CFA®, or CIMA® designation preferred or obtain and/or maintain at least one firm approved designation
and demonstrate strong communication
Superior relationship management skills to partner effectively across the entire Wealth Management space
analytical andmanagement skills with the ability to identify trends and implementstrategies to increase growth andmitigate risk
Ability to make sound decisions through a deep understanding of investment managementpractices andpolicies/procedures with a strong risk mindset
Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a
years
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