Client Discretion Investment Advisory Associate Program Manager

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:
Responsibilities include monitoring the performance of a domestic discretionary or non-discretionary, advisory product, which may include managing a product within the brokerage or institutional offering. Responsibilities include working with more senior Product Specialists in developing product plans, strategies and enhancements, and performing data collection and coordination activities.

• 2-5+ years of experience in the wealth management industry with understanding of investment advisory business and associated conflicts of interest and risks
• Current FINRA Series 7 and 66 (or 63 and 65) licenses required, or ability to obtain within 120 days of start date
• Excellent organizational skills, detail oriented, and follow through skills
• Self-starter with exceptional work ethic and an "earned not entitled" mentality
• Strong data analysis skills via Microsoft Excel or Microsoft Access to make informed business decisions
• Excellent written and verbal communication skills; ability to communicate complex topics and ideas in a clear, concise manner

• Bachelor's degree in a related field