Bank of America
Portfolio Manager III
Saint Louis · Manager · Full-time · Posted Oct 13, 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, while supporting client retention, business development, and associate mentoring.
What you'll do
- Develop tailored investment strategies based on clients’ goals and circumstances.
- Manage portfolios, including asset allocation, security and manager selection, trade execution, risk, compliance, and investment reviews.
- Review performance and market changes with clients; collaborate with teammates on integrated investment solutions.
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.
- Experience in positions of increasing responsibility at an established financial services firm, likely in wealth management, private banking, or trust.
- Knowledge of fiduciary and financial products and services, investments, tax, legal and operations, and fiduciary standards, laws, and regulations.
- Negotiation, delegation, and leadership skills; strong client service and relationship management.
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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