Bank of America
Portfolio Manager III
$136K–$275K
Seattle · Manager · Full-time · Posted Sep 11, 2024
- Experience
- A minimum of 10–15 years; positions of increasing responsibility at an established financial services firm, likely in wealth management, private banking, or trust.
- Education
- Minimum: High School Diploma / GED / Secondary School or equivalent. Undergraduate degree in Finance, Accounting, or Economics, or equivalent financial services/business experience, preferred.
About the job
Manages sophisticated high- and ultra-high-net-worth client portfolios, developing and overseeing customized investment strategies and client relationships.
What you'll do
- Designs and oversees portfolio construction, including manager selection, investment policy statements, and client-specific strategies.
- Manages portfolios by executing trades, monitoring allocations and risks, conducting investment reviews, and documenting activity.
- Reviews portfolio performance with clients, supports business development, and mentors junior staff.
What they ask for
- 10–15 years of investment decision-making and financial consulting experience with high-net-worth and ultra-high-net-worth clients.
- Extensive related work experience and knowledge of fiduciary and financial products and services.
- Broad technical knowledge of investments, tax, legal, and operations; knowledge of fiduciary standards, principles, laws, and regulations.
- Negotiation, leadership, delegation, client service, and relationship management skills.
Nice to have
- Undergraduate degree in Finance, Accounting, or Economics, or equivalent financial services/business experience; credentials such as CPA, CFP, or CFA.
- Graduate degree such as MBA or JD; financial services expertise, management, and business development experience.
Pay
$135,600.00 - $275,000.00 USD annualized salary (base salary)
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