Full-Time
Associate Regional Director
Bank of America
10,001+ employees
Global banking, investing, and wealth management
No salary listed
Miami, FL, USA + 1 more
More locations: Atlanta, GA, USA
In Person
Travel up to 50% of the time is required.
Bachelor's
 Accounting (1) |
|---|
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- A minimum of 12 years of professional experience is required.
- A minimum of 5 years of management experience, with the ability to lead at scale, is required.
- Series 7, Series 63 and 65 or 66, Series 9, and Series 10 licenses are required, along with the ability to obtain Series 31 or Series 3 within a short timeframe.
- Advanced wealth management acumen, including ultra-high-net-worth products and strategies, regulatory and supervisory requirements, and industry trends, is required.
- The ability to travel up to 50% of the time is required.
- Execute components of the regional business plan with a focus on advisor productivity, strategic flows, and revenue growth.
- Recruit, coach, and retain high-performing talent while fostering a culture of inclusion, innovation, and respect regardless of team size or tenure.
- Influence advisor engagement and client experience, ensuring alignment with enterprise priorities and directly coach advisors to optimize impact.
- Serve as a trusted advisor and problem solver for ultra-high-net-worth clients by delivering customized, integrated solutions embedded in a strong risk culture.
- Build relationships across lines of business and product groups to deliver the enterprise's full capabilities, orchestrating firm and enterprise resources to solve complex client needs.
- Act as the regulatory supervisor for multiple groups of private wealth advisors, partnering with Supervision and Control partners to oversee activities requiring advanced licensing, including Series 9/10 and Series 3/31.
- Represent the firm in local market activities, business development efforts, advisor recruiting, and events to support advisor and client growth.
- Support the Regional Managing Director in executing business strategy while managing private wealth advisors and ensuring delivery of an exceptional ultra-high-net-worth client experience that supports responsible growth and minimizes risk.
- Establish strategic relationships, grow market share, and protect the bank's brand internally and externally.
- Proven success running a complex, large-scale organization, driving growth, and minimizing risk in a regulated environment.
- Direct experience leading financial advisors or other senior client-facing associates, recruiting talent, and delivering results in a matrixed environment.
- Advanced communication and presentation skills with experience influencing ultra-high-net-worth clients and the advisors who serve them.
- Success creating and executing strategic business plans, identifying key levers to capitalize on the highest opportunities, and establishing an optimal operating rhythm to lead sustained performance.
- Operational expertise, working cohesively with direct and indirect teams and partners to drive local strategy in alignment with enterprise priorities.
- Exemplary judgment and problem-solving capability, with a track record of acting decisively across risk, talent, financial management, and enterprise partnerships while maintaining alignment with long-term objectives and immediate client and associate needs.
- Demonstrated expertise balancing complex, high-impact, and high-visibility priorities in dynamic environments.
- Experience anticipating and mitigating emerging risks and business disruptions, developing contingency plans, influencing rapid-response strategies, and ensuring strong escalation processes for critical issues.
- Adaptable leadership skills for navigating complexity and driving transformation.
- A Bachelor's degree or equivalent work experience.
Bank of America provides a full range of financial services to individuals, small businesses, and large corporations, including banking, investing, asset management, and risk management products. Customers access services via branches, online and mobile banking, and advisory and trading capabilities across consumer banking, wealth management, corporate and investment banking. Its breadth, scale, and global reach enable cross-service solutions and large-scale operations that few peers match. Its goal is to be a trusted, full-service financial partner helping customers manage money, grow assets, and navigate risk.
Company Size
10,001+
Company Stage
IPO
Headquarters
Charlotte, North Carolina
Founded
1904
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Simplify's Take
What believers are saying
- July 14, 2026 Q2 profit hit $9.1 billion, with revenue up 15%.
- Global Markets posted record equities trading, and investment banking fees jumped 50% in Q2.
- March 10, 2026 Erica drove 30 billion client interactions, proving digital scale and retention.
What critics are saying
- March 2026 Epstein settlement extends BofA's conduct overhang and legal costs.
- August 17, 2026 Mexican bond-rigging settlement shows recurring litigation exposure in markets businesses.
- Branch closures and the Elma, New York layoffs signal relentless headcount compression and morale damage.
What makes Bank of America unique
- Bank of America pairs 56 million U.S. relationships with top consumer deposits on April 15, 2026.
- Merrill and Private Bank AI meeting tools cut advisor prep time on March 26, 2026.
- Q2 2026 trading, investment banking, and wealth diversified revenue across four major franchises.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Paid Vacation
Paid Sick Leave
Flexible Work Hours
Remote Work Options
Professional Development Budget
Conference Attendance Budget
Growth & Insights and Company News
6 month growth
↓ -6%1 year growth
↓ -6%2 year growth
↓ -6%Bank of America analyst Wamsi Mohan maintained an Underperform rating on HP Inc. with an $18 price target, implying roughly 40% downside from the current share price. HP reports fiscal third-quarter earnings on 26 August. The bank expects HP's Personal Systems revenue to rise about 8% year over year in the quarter, helped by pricing and market-share recovery. Preliminary data showed HP regaining worldwide PC share in the second calendar quarter after losing ground earlier. However, BofA warns that margin pressure could intensify. The bank forecasts Personal Systems operating margin falling to 4.3% in fiscal Q3 and 3.9% in Q4. Higher memory costs and pricing that lags rising component costs are expected to weigh on profitability before conditions improve in fiscal 2027.
SAN JUAN CAPISTRANO, Calif., Aug. 20, 2026 -- The Ensign Group, Inc. , the parent company of the Ensign™ group of companies, which invest in and provide skilled nursing and senior living...
Bank of America maintained its Buy rating on Capital One Financial with a $253 price target, representing 11.3% upside potential. The rating comes as Capital One integrates its Discover acquisition, completed in May 2025. Capital One's domestic credit card loans totalled $258.9 billion in July, growing 1.92% year-over-year, down from 2.58% growth in June. BofA analyst Mihir Bhatia expects loan growth to remain subdued until integration headwinds clear. Despite slower card growth, credit quality improved. The domestic card net charge-off rate fell 26 basis points to 4.12%, outperforming historical averages. Auto loans showed stronger momentum, growing 12.05% annually to reach $90.5 billion. BofA cited expected expense synergies, capital-return potential, and improving credit trends as reasons for its positive outlook, despite risks from economic uncertainty and regulatory concerns.
Bank of America has maintained a Buy rating on Medtronic with a $95 price target, citing expectations for strong fiscal first-quarter results when the medical-device maker reports on 1 September. The company finished fiscal 2026 with $9.8 billion in fourth-quarter revenue, up 6.6% organically. Medtronic's Cardiac Ablation Solutions division posted 78% global revenue growth and 124% growth in the US, gaining eight percentage points of market share. Bank of America analyst Travis Steed expects similar growth rates to continue, potentially pushing results toward the upper end of management's 6% to 6.5% organic revenue growth guidance. However, concerns remain about sustaining momentum. Bank of America estimates CAS currently adds about three percentage points to total growth, making an eventual slowdown significant.
Bank of America has increased its cryptocurrency holdings through exchange-traded funds, according to its latest 13F filing with the US Securities and Exchange Commission. The bank now holds $94 million in net exposure to Bitcoin, Ethereum, and XRP through ETFs. The Wall Street bank boosted its XRP holdings to 13,260 shares of the Volatility Shares XRP ETF during the second quarter. It also increased its Bitcoin exposure by 77%, raising its stake in BlackRock's iShares Bitcoin Trust ETF to 1.72 million shares from 972,590 shares. However, Bank of America trimmed its holdings in crypto companies. It reduced its stake in Strategy from 3.96 million shares to 1.17 million shares and completely exited its positions in American Bitcoin and the Solana ETF.