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Private Bank Market Executive

Naples, Florida

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 teammates’ 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:

The Market Executive is the singular market leader accountable for driving growth, productivity, and an integrated business across all client solutions. The Market Executive will focus on growing the market through four key areas of responsibility: working with teams to deliver solutions to clients and grow new relationships and deepen existing ones, driving market integration across lines of business, recruiting talent to the platform, and driving a culture and strategy of growth and client engagement across all roles. Through the leverage created by a strong market support team, the Market Executive will focus their time going deeper with teams, clients, prospects, and COIs to drive growth. As the leader of the market, this individual will be accountable for delivering against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk and compliance standards. The Market Executive is the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is supported by a Sales Executive and Client Management Executive from a larger hub market. In this scenario, the Market Executive would also be supported by a local Business Support Manager. Series 7, 63, 65 or 66, and 24 required.

Responsibilities:

* Drive Responsible Growth in the Market:

o Delivers on key business and financial metrics

o Drives an integrated culture of responsible growth across all roles

o Executes against Private Bank strategy and priorities, tailored to local market dynamics and competitor footprint

o Ensures sound decision making on business selection in accordance with risk appetite

o Is fully accountable for effectively managing market’s trust risks, adherence to administrative metrics, and ensuring trust policy adherence

o Decisions resource allocation in market, including headcount and marketing priorities

* Deliver for Clients:

o Responsible for client satisfaction and retention

o Drives delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients

o Owns final decisions on client team composition and book distribution upon advisor departures

o Partners with CME to ensure resolution of issues/obstacles

o Engages directly with key clients and prospects, including oversight of the at-risk client process and direct engagement with at-risk clients

* Talent Management:

o Recruits, hires, develops, and retains talent

o Coaches across roles on driving responsible growth and risk management

o Drives employee engagement and culture of inclusion

o Gets to know top and key diverse talent in the market, externally and across BAC lines of business

o Acts quickly to address performance issues

* Delivers One Company:

o Responsible for delivering the bank to Private Bank clients and prospects, based on their individual needs and goals

o Delivers on cross-LOB referral and pull-through targets

o Serves as face of Private Bank in the market to enterprise partners, market president team and in the local community

o Drives an enterprise mindset and referral activity across disciplines

Required Skills:

* FINRA Licenses Required: S7, S66 OR S63 & S65, S24.

* Strong business judgment and decision making, particularly on issues relating to business selection, risk management, talent and performance management, enterprise partnerships, financial management and problem resolution

* Demonstrated track record of delivering business results & driving responsible growth

* Ability to attract, select, develop, and retain top talent across job families

* Communicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence)

* Strong foundational end to end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and industry trends.

* Bachelor’s Degree preferred. Advanced certifications a plus.

Skills:

+ Business Acumen

+ Client Management

+ Customer and Client Focus

+ Leadership Development

+ Talent Development

+ Decision Making

+ Inclusive Leadership

+ Problem Solving

+ Sales Strategy

+ Strategy Planning and Development

+ Budgeting

+ Conflict Management

+ Relationship Building

+ Strategic Thinking

+ Workforce Planning

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.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

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 .

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.