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1,609 jobs found
11.06.2025
BOA
Bank Of America Financial Solutions Advisor II - Consumer Investments United States, Nevada, Las Vegas
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
Financial Statement Analysis. Collateral Analysis. Preparation of credit approval write-ups. Preparation of term sheets and client presentations. 2+ yrs experience in Asset Based Lending, Commercial or Corporate credit or relationship...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Five or more years of critical environment work execution experience. Ten years or more of Mission Critical Data Center involvement. Ability to identify risks and propose mitigation plans. Advanced knowledge...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
The Private Client Manager II role at Bank of America in the tech industry offers an exciting and rewarding opportunity for individuals motivated by the challenge of problem-solving and working with clients in the tech space. The role of the Private Client Manager II is to act as a liaison between the Bank and technology clients, providing a higher level of customer service and strategic advice. The primary responsibilities of the role involve driving client satisfaction and optimizing the customer experience for the tech clients.
This position requires strong problem solving skills and a deep understanding of the unique needs of the technology clients. As a Private Client Manager II, you should be adept at understanding customer needs, develop tailored solutions, and provide insights and solutions that add value to your customer’s technology firms. You will work closely with the banks’ sales and operations teams to ensure a smooth client experience.
Working with powerful technology firms requires an experienced Private Client Manager II to negotiate and manage client contracts. You will play an integral role in building and managing relationships with financial institution partners to ensure that respective clients’ requirements are met.
The Private Client Manager II will need to be comfortable maintaining a high level of customer service in an ever-changing and rapidly changing tech environment. You will need to be able to handle stressful situations and think quickly on your feet, while simultaneously maintaining a positive and professional demeanor.
We are looking for an ambitious individual who will thrive in an environment filled with technology challenges and dynamic client relationships. If you are passionate about creating a high-level client experience within a technology-driven firm, then this position may be the perfect fit for you.