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Bank of America

Runs a US consumer bank, brokerage and investment bank

Digital Channel Manager - Ultra High Net Worth

Product ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 5 years of experience related to the wealth management business and financial services industry.
  • Strong organizational skills, including the ability to independently prioritize and manage multiple deliverables.
  • Ability to operate effectively in a fast-paced environment.
  • Ability to work in a team-oriented, challenging environment with minimal supervision.
  • Strong communication skills and the ability to translate complex concepts into simple terms.
  • Strong relationship-building skills.
  • High school diploma, GED, secondary school, or equivalent.

Responsibilities

  • Direct and initiate Digital Wealth Management initiatives, channel strategy, and research projects.
  • Lead teams working with business partners to create strategies for advisor and client advice solutions, including financial planning, client reporting, and portfolio analysis.
  • Act as the architect for one or more platform development projects, using technical acumen to help design and/or implement systems and user acceptance tests.
  • Participate directly in the largest and/or most complex projects and initiatives.
  • Hire, manage, train, and develop associates.

Desired Qualifications

  • Prior experience supporting an enterprise digital platform.
  • Basic knowledge of the Agile software development process.
  • Experience supporting financial planning and/or client performance reporting, and knowledge of how financial advisors deliver those services to clients.
  • Familiarity with the advice needs of ultra-high-net-worth-focused advisors and their clients.

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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