Back to search results Portfolio Mgr III Boston, Massachusetts Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge 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. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description:This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.Responsibilities:Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectivesManages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviewsCollaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriateEngages with clients to review investment performance and anticipated market changes based on economic and industry analysisStays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risksDevelops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethicsRequired Qualifications:Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clientsHas held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust fieldKnowledge of fiduciary and financial products and services through extensive related work experienceBroad-based technical knowledge of investments, tax, legal and operations necessary to service clientsKnowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law schoolSkills and experience in negotiating, delegating and leadershipSuperior client service and relationship management skillsDesired Qualifications:Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience Graduate Degree such as MBA or JDHolds appropriate credentials such as CPA, CFP and/or CFA designation The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experienceSkills:AdvisoryClient Investments ManagementCustomer and Client FocusInvestment ManagementPresentation SkillsActive ListeningAnalytical ThinkingAttention to DetailClient Experience BrandingValuation Ethics and Practice StandardsCollaborationCritical ThinkingData Quality ManagementTradingWritten CommunicationsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Full time JR-26019087 Manages People: No Travel: Yes, 10% of the time Age requirement: Must at least be 18 years of age. Massachusetts pay and benefits information Massachusetts pay range: $135,600.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved