Portfolio Manager III

3 weeks ago


Seattle, Washington, United States Bank of America Full time

Job Title: Portfolio Manager III

Job Summary:

We are seeking a highly skilled Portfolio Manager III to join our team at Bank of America. As a Portfolio Manager III, you will be responsible for managing complex high net worth investor relationships and creating customized investment strategies.

Key Responsibilities:

  • Develop and implement investment plans tailored to individual client needs and goals.
  • Manage individual securities, SMAs, alternative investments, and specialty assets to ensure alignment with client objectives and risk tolerances.
  • Oversee portfolio construction, including manager selection and monitoring.
  • Act as a technical expert in managing complex client relationships and providing guidance on investment decisions.
  • Support revenue growth by meeting individual investment management, credit, and deposit goals.

Requirements:

  • Minimum 10-15 years of investment decision-making and financial consulting experience working with high net worth clients.
  • Proven track record of managing complex client relationships and developing customized investment strategies.
  • Strong knowledge of fiduciary standards, principles, and applicable laws and regulations.
  • Excellent leadership, negotiation, and communication skills.

Preferred Qualifications:

  • Undergraduate degree in Finance, Accounting, Economics, or equivalent financial services/business experience.
  • Hold appropriate credentials such as CPA, CFP, or CFA designation.
  • Graduate degree such as MBA or JD preferred.

Benefits:

As a Portfolio Manager III at Bank of America, you will have access to industry-leading benefits, paid time off, and resources to support your professional growth and well-being.

Equal Employment Opportunity:

Bank of America is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from discrimination and harassment.


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