Portfolio Manager III
Role Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
We’re devoted to being a diverse and inclusive workplace for everyone.
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees.
We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us!
Key Skills for This Role
Full Job Posting
Required Qualifications:
- A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
- This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
- Knowledge of fiduciary and financial products and services required through extensive related work experience.
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
- Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.
- Advisory
- Client Investments Management
- Customer and Client Focus
- Investment Management
- Presentation Skills
- Active Listening
- Analytical Thinking
- Attention to Detail
- Client Experience Branding
- Valuation Ethics and Practice Standards
- Collaboration
- Critical Thinking
- Data Quality Management
- Trading
- Written Communications
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- 1st shift (United States of America)
- 40
- Pay Transparency details
- US - WA - Seattle - 401 Union St - Rainier Square (WA1510)
- Pay and benefits information
- Pay range
- $135,600.00 - $275,000.00 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.
Desired Qualifications:
- Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
- A graduate degree such as MBA or JD preferred
- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Skills:
- Advisory
- Client Investments Management
- Customer and Client Focus
- Investment Management
- Presentation Skills
- Active Listening
- Analytical Thinking
- Attention to Detail
- Client Experience Branding
- Valuation Ethics and Practice Standards
- Collaboration
- Critical Thinking
- Data Quality Management
- Trading
- Written Communications
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Shift:
- 1st shift (United States of America)
- Hours Per Week:
- 40
- Pay Transparency details
- US - WA - Seattle - 401 Union St - Rainier Square (WA1510)
- Pay and benefits information
- Pay range
- $135,600.00 - $275,000.00 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
About Bank of America
Provides global banking, investing, and financial risk management services.
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