Bank of America

Runs a US consumer bank, brokerage and investment bank

Associate Regional Director

Business & StrategyConfirmed live in the last 24 hours

Full-timeNo salary listed

About the Job

Requirements

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.

Responsibilities

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.

Desired Qualifications

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.

Job Description:

This job is responsible for supporting the Regional Managing Director in driving out business strategy while managing private wealth advisors and ensuring the delivery of an exceptional ultra-high-new-worth (UHNW) client experience that yields responsible growth while minimizing risk. Key responsibilities include building a culture of excellence by recruiting, developing, and retaining top talent in an environment that is inclusive and supportive of all employees.Job expectations include establishing strategic relationships, growing market share and protecting the bank's brand internally and externally.

Responsibilities:

•Executes components of the region business plan with a focus on advisor productivity, strategic flows, and revenue growth.

•Recruits, coaches, and retains high-performing talent, fostering a culture of inclusion, innovation, and respect regardless of team size or tenure.

•Influences advisor engagement and client experience, ensuring alignment with enterprise priorities and directly coaching advisors to optimize impact.

•Serves as a trusted advisor and problem solver for UHNW clients delivering customized, integrated solutions embedded in a strong risk culture.

•Builds 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.

•Acts as the regulatory supervisor for multiple groups of private wealth advisors, partnering with Supervision and Control partners to oversee activities that require advanced licensing (Series 9/10 and 3/31).

•Represents the firm in local market (LMO) activities, business development efforts, advisor recruiting and events to support advisor and client growth.

Skills:

Strategic ThinkingCoachingDecision Making

Executive PresenceRecruitingCustomer and Client focus

Inclusive LeadershipRelationship BuildingRisk Management

Emotional IntelligenceLeadership DevelopmentPerformance Management

Process EffectivenessConflict ManagementDrives Engagement

Required Qualifications:

•Minimum 12 years professional experience.

•Minimum 5 years management experience, with ability to lead at scale.

•Must have series 7, Series 63 and 65 or 66, Series 9 and Series 10, and the ability to obtain Series 31 or 3 within a short timeframe.

•Advanced wealth management acumen, including UHNW products and strategies, regulatory and supervisory requirements, and industry trends.

•Ability to travel up to 50% of the time.

•

Desired Qualifications:

•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 associate(s), recruiting talent, and delivering results in a matrixed environment.

•Advanced communication and presentation skills with experience influencing UHNW clients and the advisors who serve them.

•Success creating and executing strategic business plans, knowing key levers to capitalize on 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, maintaining alignment with long-term objectives and immediate client/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 leader skilled at navigating complexity and driving transformation.

•Bachelor’s degree or equivalent work experience preferred.

Shift:

1st shift (United States of America)

Hours Per Week:

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size: 10,001+
Company stage: IPO
Headquarters: Charlotte, NC
Founded: 1904

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