Bank of America
Portfolio Manager III
SCOTTSDALE · Manager · Full-time · Posted Oct 30, 2026
- Experience
- Minimum of 10 years.
- Education
- Minimum: High School Diploma / GED / Secondary School or equivalent. Desired: Bachelor’s Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience; graduate degree such as MBA or JD.
About the job
Manages customized discretionary investment portfolios for high-net-worth clients, including investment strategy, portfolio construction, risk management, and client relationships.
What you'll do
- Develops and recommends investment strategies tailored to clients’ goals and circumstances.
- Manages portfolios, including asset allocation, security and manager selection, trade execution, compliance, and investment reviews.
- Reviews investment performance and market changes with clients, collaborates on integrated solutions, and supports retention and business development.
What they ask for
- At least 10 years of investment decision-making and financial consulting experience with high-net-worth and ultra-high-net-worth clients.
- Increasing-responsibility positions at an established financial services firm, likely in wealth management, private banking, or trust.
- Extensive related work experience and knowledge of fiduciary and financial products and services, investments, tax, legal and operations, and fiduciary standards and applicable laws and regulations.
- Skills and experience in negotiating, delegating, and leadership; superior client service and relationship management skills.
Nice to have
- Bachelor’s Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience; graduate degree such as MBA or JD.
- Appropriate credentials such as CPA, CFP and/or CFA designation.
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