7BSykes, Natasha

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Added by Balaji Gummanoor_2404 Updated by QA on 2704

Job Description:
This job is responsible for promoting the adoption of disciplined investment processes aligned to GWIM CIO asset allocation guidance through the firm discretion strategy types of the Investment Advisory Program. Key responsibilities include driving adoption of CIO investment themes and high conviction strategies from third parties as well as the CIO through Advisor consultations and portfolio reviews/proposals. Job expectations include partnering with Advisory field leadership to identify FAs within their coverage markets that could benefit from the scale of a firm discretion approach.

Responsibilities:

• Partners with Financial Advisors on creating a discipline investment process anchored in CIO guidance leveraging firm discretion platform
• Assists in delivering holistic investment guidance
• Assists advisors in position firm discretion solutions to clients in meetings
• Collaborates with teammates cross ISG and CIO teams to deliver responsible growth for the team and the firm

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Diversity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. (Testing)
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. - New

Skills:

• Administrative Services
• Attention to Detail
• Customer and Client Focus
• Planning
• Prioritization
• Adaptability
• Collaboration
• Event Planning
• Problem Solving
• Research
• Facilities Management
• Office Administration
• Oral Communications
• Recording/Organizing Information
• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: