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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. 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. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.
Responsibilities:
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Required Qualifications:
Minimum of five years of trust administration and estate planning experience
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Demonstrates initiative and a proactive approach to problem solving
Creative though prudent approach to providing solutions within the bank’s risk/reward profile
Proven ability to confidently close sales and meet or exceed revenue targets
Has good people/partner communication skills and is a team player
Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues
Ability to communicate and connect with high-net-worth clients
Desired Qualifications:
Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment
Skills:
Business Development
Client Management
Customer and Client Focus
Risk Management
Wealth Planning
Client Experience Branding
Client Solutions Advisory
Decision Making
Presentation Skills
Process Management
Attention to Detail
Critical Thinking
Financial Analysis
Planning
Prospecting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40About Our Company, Quickly Peachy Insurance is an inclusive, remote friendly organization with compassionate professionals who strive to exceed their goals every day. Here at Peachy, we exist to make a difference in the insurance world. Inbound Sales Representative...
...Role: Content Production & Social Media Specialist Priority Location: Remote (U.S. Central... ...Workflow & AI Integration Manage multiple production streams and track assignments... .... Qualifications Required Experience: 3+ years of hands-on experience in...
...school and full time in summer. What you will do Pre-Entry level engineering position joining the team that develops Equipment... ...Experience with Microsoft Excel preferred. Basic software coding skills required. Strong communication skills (verbal and written...
...We are seeking a Physician Assistant or Nurse Practitioner with medical dermatology experience. This is a part-time position, 1 day/week, serving our Asheville, NC area communities. OnSite Dermatology is a highly respected national organization providing mobile...
...Copeland Chevrolet Hudson is looking to hire a BDC and Social Media Manager to join our Business Development Center (BDC)! We are looking... ...A resilient, and highly motivated attitude Verifiable experience with a track record of successful and credible achievements...