Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
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:
The Market Investment Executive (MIE) oversees the expansion of investment business for high net worth clients. The MIE serves as the market’s chief investment officer, helping to communicate the firm’s thought leadership.
Responsibilities include developing customized investment strategies, expanding the business and delivering investment management services, risk management, compliance, coaching and developing all investment talent. MIEs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The MIE is expected to reinforce a culture of responsible growth, proactive risk management and delivering the enterprise through business integration.
The MIE reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division, the MIE may also support additional markets.
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
The Market Investment Executive needs to insure that his/her team produce investment solutions for their clients that exceed client expectations while driving corporate initiatives to reduce dispersion and improve efficiency; that produce appropriate asset allocation through diversification of their book of business; that build excellent client relationships by providing a “high touch” level of service; and that assure sound risk management practices are followed.
Required Skills:
The ideal candidate will have 7 to 10 years of proven leadership experience in an investment management environment which emphasizes high net worth investing. He/she will have demonstrated, excellent management and communication skills with a proven track record as a mature consensus and team builder. Previous accomplishments in a similar position will include: Managing a team of investment professionals in the delivery of world class investment solutions. Growing and retaining a client base while enhancing efficiency. Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services will be essential.
The successful candidate will be adept at business development and retention; a proprietary book of business would be advantageous, but not essential.
A bachelor’s degree in a business related area is required; a MBA or CFA would be highly preferable.
Skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Clear All
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