Job Title

Private Client Manager II Columbus, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge ( Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge ( 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammatesu2019 physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us Job Description: This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the clientu2019s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: + Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business + Leads complex credit opportunities, including structured credit deals + Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction + Encourages use and adoption of digital capabilities to enhance the client and client team experience + Builds relationships with internal and external partners and centers of influence Required Qualifications: + 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 Desired Qualifications: + MBA or Post-Graduate Degree + CFP, CPA, CFA, CTFA, CFM or JD a significant plusu200b Skills: + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk Management + Active Listening + Analytical Thinking + Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + Decision Making + Financial Analysis Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your