Bank of America • New York, NY 10176
Job #2674368247
Senior Relationship Manager
New York, New York
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. 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!
Job Description:
The Product and Strategy Executive is responsible for identifying and managing strategic initiatives designed to support and enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning, Product Development, Technology initiatives and the Centralized Service Platform. Serves as a liaison to other partners in the bank, including marketing, finance and compliance, in order to drive and implement initiatives. Establishes and maintains performance measures and metrics to ensure execution of business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the client strategy and the broader business strategy.
Reporting to the Head of Asset Manager Relationships within Investment Products /Investment Solutions Group, Senior Relationship Manager will be responsible for cultivating strong and productive relationships with third party alternative investment managers to progress strategic priorities for the Global Wealth & Investment Management (GWIM) businesses. The role will be instrumental in working across the different channels within Bank of America, particularly GWIM, Consumer Banking, Global Banking and Global Markets to coordinate activities and broaden strategic relationships
Responsibilities:
Ensure strong strategic alignment and connectivity with our top investment partners
Facilitate and strengthen internal senior relationship with senior executives from our asset manager partners
Align internal and external messaging to ensure our third party asset managers are reinforcing consistent messages with Advisors and clients
Promote and enforce GWIM policies and procedures to ensure that asset managers are following GWIM rules
Work closely with Product, Specialist organization & CIO team on ongoing launches, searches and initiatives
Drive field training and education initiatives at divisional and market levels by aligning the resources of asset managers to our needs/ coordinating funding for training and charitable contributions
Lead and implement cross-manager initiatives with the goal of leveraging external specialists to progress GWIM priorities and drive growth
Partner with internal stakeholders to support campaigns and initiatives
Qualifications/Skills:
Minimum of 10+ years of experience in financial services industry
Ability to manage multiple senior level relationships inside and outside the firm
Prior experience working with asset managers
Broad knowledge of wealth management business
Exceptional interpersonal skills and management skills
Strong quantitative and analytical skills
Ability to work under pressure, manage multiple tasks & initiatives
Think strategically and be able to influence key stakeholders
Attention to detail, ability to effectively follow up and resolve issues in a timely fashion
Ability and willingness for some travel
Series 7 and 66 required (or ability to obtain within 120 days after start date)
Business Acumen
Product Management
Sales Strategy
Scenario Planning and Analysis
Strategy Planning and Development
Change Management
Executive Presence
Market Analysis
Organizational Effectiveness
Product Design and Development
Customer and Client Focus
Minimum Education Requirement:
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 and affirmative action, 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.
To view the "EEO is the Law" poster, CLICK HERE (~~~) .
To view the "EEO is the Law" Supplement, CLICK HERE (~~~) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free workplace and alcohol policy, CLICK HERE .
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