Bank of America

Bank of America

Market Investment Executive

Greenwich, CT · Mid Level

Sponsorship not specified$250k-$344kDetected 61 days ago
Business DevelopmentPerformance ManagementLeadershipCollaborationProblem SolvingMentoringCFA

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odds of building a lasting career here

64Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role100
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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About the role

  • 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.
  • We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Responsibilities

  • Partners closely with the Market Executive, Market Leader, and other leaders in the market to deliver on strategic growth priorities, in addition to supporting the client management process to deliver a branded client experience
  • Builds top performing, diverse teams that gain advantage against competitors while maintaining a pathway of top talent in the market
  • Builds, leads and coaches teams to bring the comprehensive investment platforms to serve the financial needs of complex and experienced clients
  • Establishes a client centered culture that recognizes the diverse needs of clients in all stages of their life which consists of growing and preserving wealth, managing liquidity, business succession planning and assisting clients in finding ways to support causes they deem meaningful
  • Ensures the team delivers a comprehensive wealth planning approach through discussions and diverse group conversations
  • Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
  • Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.

Requirements

  • 7 or more years of leadership experience in an investment management environment which emphasizes high net worth investing.
  • Experience coaching and mentoring investment professionals in the delivery of world class investment solutions.
  • Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services.
  • Demonstrated experience in business development and retention with Ultra High Net Worth and High Net Worth clients.

Nice to have

  • MBA or Post-Graduate Degree preferred.
  • CFP or CFA a significant plus.

Skills

  • Client Management
  • Decision Making
  • Portfolio Analysis
  • Portfolio Management
  • Risk Management
  • Business Acumen
  • Customer and Client Focus
  • Inclusive Leadership
  • Problem Solving
  • Strategic Thinking
  • Employee Counseling
  • Leadership Development

Compensation

  • $250,000.00 - $344,100.00 annualized salary, offers to be determined based on experience, education and skill set.
  • Discretionary incentive eligible
  • This role is eligible to participate in the annual discretionary plan.
  • Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

  • This role is currently benefits eligible.

Company info

  • Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.