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Private Wealth Senior Investment Manager

Company: Disability Solutions
Location: Houston
Posted on: May 11, 2024

Job Description:

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 Private Wealth Senior Investment Manager is responsible for defining and owning the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio strategy, and leading a sound investment management process. Would act as team CIO, leading the investment committee for large teams, and working in close partnership with internal specialists to deliver holistic investment solutions by identifying and establishing targeted investment strategies. Strong ability to connect with clients and communicate CIO research in a concise and compelling manner. Ensure risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each client. Senior-level expertise in a wide range of investment product areas and ability to deliver full range of products and services across the enterprise, ensuring alignment to client goals and strategies. Oversee preparation and present client performance review reports to measure progress to goals. Serves as subject matter expert for all investment-related questions that come in from clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Skills:

  • Causation Analysis
  • Financial Management
  • Investment Management
  • Trading Strategy
  • Trading and Investment Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Price Verification and Valuation
  • Trade Monitoring
  • Trading
  • Client Investments Management
  • Client Solutions Advisory
  • Financial Analysis
  • Financial Forecasting and Modeling
  • Wealth PlanningQualifications
    • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)
    • SAFE Act Registration; ADV-2B Required
    • CFA--, or CIMA-- designation preferred or obtain and/or maintain at least one firm approved designation
    • Possess and demonstrate strong communication skills
    • Superior relationship management skills to partner effectively across the entire Wealth Management space
    • Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
    • Ability to make sound decisions through a deep understanding of investment management best practices and policies/procedures with a strong risk mindset
    • Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
    • LOS 10+ years or relevant Industry experienceShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Houston , Private Wealth Senior Investment Manager, Executive , Houston, Texas

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