Specialty Asset Management Regional Manager - Closely Held Assets

Disability Solutions - Dallas, TX

Full-time - Mid Level

Dallas, TX

Administrative and Support Services

About the position

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!

Responsibilities

• Responsible for leading a special asset management business for a Private Bank Group region or department.
• Assists in developing and implementing strategic objectives for a Specialty Asset Management (SAM) line of business with respect to revenue production and relationship, new business and technical support.
• Oversight of investment holding companies held in trusts, estates, and investment management accounts.
• Oversees certain programs within Private Business Group including analytical methods, valuation, financial models and tools, and special projects.
• Approve all new assets and numerous types of transactions.
• Coach teammates and interact with internal and external stakeholders having varying levels of understanding in the subject matter.
• Achieve asset management goals and meet client objectives while managing fiduciary risk.

Requirements

• 8+ years of experience in investment analysis or related field.
• Requires BA/BA/BBS degree in Accounting, Finance, Economics, Law or related field.

Nice-to-haves

• MBA and 5+ years of experience in a fiduciary environment.
• Accredited Sr. Appraiser designation in Business Valuation (or equivalent) strongly preferred.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.