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!

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 planning
• Initiative/proactive approach to problem solving
• Creative though prudent approach to providing solutions within Bank’s risk/reward profile
• Good people/partner communication skills / team player
• Knowledge of policies, procedures, regulatory requirements
• High level of savvy and sophistication re: high net worth clients’ concerns / issues
• Ability to communicate and connect with high-net-worth clients
• Bachelor’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, preferred
• Ability 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 Development
• Client Management
• Customer and Client Focus
• Risk Management
• Wealth Planning
• Client Experience Branding
• Client Solutions Advisory
• Decision Making
• Presentation Skills
• Process Management
• Attention to Detail
• Critical Thinking
• Financial Analysis
• Planning
• Prospecting

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:

Hours Per Week: 

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