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:
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.

Required Qualifications:

Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though prudent approach to providing solutions within Bank’s risk/reward profileGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients’ concerns / issuesAbility to communicate and connect with high-net-worth clientsBachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience

Desired Qualifications and skills:

10+ years of technical expertise in the areas of trust administration, fiduciary law, and/or estate and wealth transfer planning.Fiduciary professional with CTFA, CFP, AEP, JD, or CPA, preferredAbility to balance sense of urgency and responsiveness with adherence to policies and procedures, as well as issue identification and resolution within the enterprise risk profile.Aptitude to effectively build partnerships with internal stakeholders and external advisors to drive business development.Effective written and verbal communicator, relationship builder, self-starter who can partner effectively with TSA to maintain efficient and organized day-to-day business practices

Skills:

Business DevelopmentClient ManagementCustomer and Client FocusRisk ManagementWealth PlanningClient Experience BrandingClient Solutions AdvisoryDecision MakingPresentation SkillsProcess ManagementAttention to DetailCritical ThinkingFinancial AnalysisPlanningProspecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

1st shift (United States of America)

Hours Per Week: 

40