Senior Relationship Manager

4 weeks ago


New York, New York, United States Bank of America Full time
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 Product and Strategy Executive is responsible for identifying and managing strategic initiatives designed to support and enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning, Product Development, Technology initiatives and the Centralized Service Platform. Serves as a liaison to other partners in the bank, including marketing, finance and compliance, in order to drive and implement initiatives. Establishes and maintains performance measures and metrics to ensure execution of business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the client strategy and the broader business strategy.

Reporting to the Head of Asset Manager Relationships within Investment Products /Investment Solutions Group, Senior Relationship Manager will be responsible for cultivating strong and productive relationships with third party alternative investment managers to progress strategic priorities for the Global Wealth & Investment Management (GWIM) businesses. The role will be instrumental in working across the different channels within Bank of America, particularly GWIM, Consumer Banking, Global Banking and Global Markets to coordinate activities and broaden strategic relationships

Responsibilities:
  • Ensure strong strategic alignment and connectivity with our top investment partners
  • Facilitate and strengthen internal senior relationship with senior executives from our asset manager partners
  • Align internal and external messaging to ensure our third party asset managers are reinforcing consistent messages with Advisors and clients
  • Promote and enforce GWIM policies and procedures to ensure that asset managers are following GWIM rules
  • Work closely with Product, Specialist organization & CIO team on ongoing launches, searches and initiatives
  • Drive field training and education initiatives at divisional and market levels by aligning the resources of asset managers to our needs/ coordinating funding for training and charitable contributions
  • Lead and implement cross-manager initiatives with the goal of leveraging external specialists to progress GWIM priorities and drive growth
  • Partner with internal stakeholders to support campaigns and initiatives


Qualifications/Skills:
  • Minimum of 10+ years of experience in financial services industry
  • Ability to manage multiple senior level relationships inside and outside the firm
  • Prior experience working with asset managers
  • Broad knowledge of wealth management business
  • Exceptional interpersonal skills and management skills
  • Strong quantitative and analytical skills
  • Ability to work under pressure, manage multiple tasks & initiatives
  • Think strategically and be able to influence key stakeholders
  • Attention to detail, ability to effectively follow up and resolve issues in a timely fashion
  • Ability and willingness for some travel
  • Series 7 and 66 required (or ability to obtain within 120 days after start date)
  • Business Acumen
  • Product Management
  • Sales Strategy
  • Scenario Planning and Analysis
  • Strategy Planning and Development
  • Change Management
  • Executive Presence
  • Market Analysis
  • Organizational Effectiveness
  • Product Design and Development
  • Customer and Client Focus


Minimum Education Requirement:

Shift:
1st shift (United States of America)

Hours Per Week:
40

  • New York, New York, United States Bank of America Full time

    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...


  • New York, New York, United States Selby Jennings Full time

    A leading Canadian-based bank headquartered in Chicago is looking to hire a Senior Auditor to assist senior management in executing audits for the Risk Management line of business, which includes conducting risk assessments and evaluating internal controls to ensure compliance with regulatory standards.The Senior Auditor will report to the Internal Audit...


  • New York, New York, United States Thoropass Full time

    Senior Customer Success Manager Work with tech startups, engage with their founders and leadership teams to help them improve their communications at all levels of the organization, maintain their customer relationships, network, implement success programs, contribute to sales, onboard and train clients, and minimize churn. Requires a Bachelors degree in...

  • Relationship Banker

    2 weeks ago


    New York, New York, United States Bank of America Full time

    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...


  • New York, New York, United States Surfside Full time

    Senior Customer Success Manager - Advertising/Marketing TechnologySurfside is an end-to-end marketing technology that aggregates first-party data across all customer touchpoints, allowing advertisers the ability to better understand, target, and measure how to influence current and future customers. Powered by the only cannabis-focused customer data platform...


  • New York, New York, United States Selby Jennings Full time

    A leading Canadian- based bank headquartered in Chicago is looking to hire a Senior Auditor to help scale the business' Wealth Management Portfolio team, focusing on the audit portfolio for the Wealth Management line of business which includes the fiduciary account administration, investment management, and private banking. The role is expected to be in...


  • New York, New York, United States Robert Half - US Full time

    Responsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...


  • New York, New York, United States Care of Chan Full time

    Care of Chan is looking for a Senior Account Manager who is excited to tell the story of and build brand awareness for our clients. This role will work cross-functionally across marketing, creative, and production to create and execute overall brand strategy, unique partnerships, and exciting events for our clients.Responsibilities include but are not...

  • Senior PR Manager

    4 weeks ago


    New York, New York, United States Parklife Full time

    NEW YORK, NY - Apr. 21, 2016 - Greenhouse, the designer of the fastest growing recruiting and onboarding platforms, has kicked off a search for a Senior PR Manager. This person will help us tell the story of the changing landscape of hiring, and how organizations are responding to make people practices a fundamental strategic advantage.Reporting to the...


  • New York, New York, United States stylecareers Full time

    With the growth and success achieved with our current Private label and branded Sportswear businesses we are in search for a talented and driven Senior Account Executive with 5+ years of experience in the apparel industry to help continue to grow and evolve our presence at retail.A background working in all Sportswear Categories . Someone who has managed...


  • New York, New York, United States teamworkonline Full time

    WHO WE ARE:Founded by Josh Harris and David Blitzer, Harris Blitzer Sports & Entertainment (HBSE) includes in its portfolio the Philadelphia 76ers, the New Jersey Devils, leading venue Prudential Center in Newark, N.J., the Delaware Blue Coats, and the Utica Comets. Led by some of the best and brightest minds across a diverse spectrum of industries, HBSE...


  • New York, New York, United States Richemont Full time

    At Richemont Americas, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...


  • New York, New York, United States Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...


  • New York, New York, United States teamworkonline Full time

    OverviewThe Senior Manager, Partnership Sales, is a revenue generator at Crown Properties Collection, primarily focused on selling integrated partnerships for Sphere. Crown Properties Collection's (CPC) purpose is to provide unprecedented global representation for world-renowned sports and entertainment brands and venues, led by its founding partners and...

  • Senior Case Manager

    1 month ago


    New York, New York, United States Westhab Full time

    JOB TITLE: CASE MANAGER SUPERVISOR/SENIOR CASE MANAGER DIVISION: SERVICES FLSA: NON EXEMPT REPORTS TO: SHELTER DIRECTOR LOCATION: COLLEGE POINT (QUEENS, NY) SALARY: $50,000 TO $60,000 SUMMARY: The Case Manager Supervisor/Senior Case Manager will provide day to day supervision to the case management team within a 200+ bed womens homeless shelter. He/ She...

  • Senior Vice President

    2 weeks ago


    New York, New York, United States tapwage Full time

    Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide unmatched transactional, operational and financial perspectives to middle market...


  • New York, New York, United States Hearst Full time

    Why Hearst Magazines?Hearst Magazines is one of the largest publishers in the world, with more than 25 brands, including Cosmopolitan, ELLE, Esquire, Good Housekeeping, Harper's BAZAAR, Popular Mechanics, and O the Oprah Magazine. We reach more than 150 million people annually in the United States alone.But we're more than just our magazines. We engage our...


  • New York, New York, United States Tripadvisor Full time

    We believe that we are better together, and at Tripadvisor we welcome you for who you are. Our workplace is for everyone, as is our people powered platform. At Tripadvisor, we want you to bring your unique identities, abilities, and experiences, so we can collectively revolutionize travel and together find the good out there.Tripadvisor is looking for a...


  • New York, New York, United States PVH Full time

    Design Your Career Path at PVHAs a Senior Financial Analyst at PVH, you'll play a crucial role in guiding strategic financial decisions for the Americas business.Provide valuable insights to business stakeholders to enhance decision-making processes.Collaborate with regional teams to streamline operational processes within North America.KEY...


  • New York, New York, United States Cobalt US Full time

    SENIOR DIRECTOR OF FACILITIESSUMMARY:The Senior Director will be responsible for the oversight and coordination of the Facilities division across the organization in Westchester and New York City. This position will be responsible for managing the performance, budgeting and compliance aspects of the division and will work closely with other departments that...