Campaign Manager developing digital marketing solutions for clients. Overseeing comprehensive campaign management across various digital channels with a focus on creative and analytical skills.
About the role
- Private Client Manager responsible for expanding client relationships and advising on financial needs for Bank of America. Establishing relationships with internal and external partners and executing client management processes.
Responsibilities
- Expanding client relationships by identifying opportunities to deepen existing relationships
- Advising on the client’s financial needs and the full array of Private Bank's capabilities
- Establishing and deepening relationships with internal and external partners and Centers of Influence
- Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
- Responsible for the provision of residential mortgage loans, subject to SAFE Act registration requirements
Requirements
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
- 7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
- Excellent ability to work in a team environment
- Strong interpersonal and influence / partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employee wellness
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