Senior Financial Solutions Manager

7 days ago


Riverside, California, United States Bank of America Full time

Become a part of Bank of America's dynamic team and help shape the future of financial services. As a Senior Financial Solutions Manager, you will have the opportunity to work closely with high-net-worth clients, providing expert guidance on investment strategies and helping them achieve their long-term goals.

This role requires a deep understanding of investments and financial markets, as well as the ability to communicate complex ideas in a clear and concise manner. The ideal candidate will be a results-driven professional with a passion for delivering exceptional client experiences and driving business growth.

Salary Range: $75,000 - $82,000 per year

Key Responsibilities:

  • Provide expert guidance to high-net-worth clients on investment strategies and financial planning
  • Develop and implement business plans to drive revenue growth and expand client relationships
  • Collaborate with internal partners to deliver seamless client experiences and ensure timely resolution of complex issues
  • Stay up-to-date on industry trends and regulatory requirements, applying this knowledge to enhance client outcomes and drive business success

Requirements:

Series 7 and 66 licenses or equivalentProven track record of success in a similar role, with a focus on client satisfaction and retentionStrong analytical and problem-solving skills, with the ability to navigate complex financial situationsExcellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues

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