- Diversity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company D&I goals.
- Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champion data driven decision-making and removes obstacles to optimize operations.
- Enterprise Advocate & Communicator: Contributes to enterprise strategy and influence messaging to connect team contributions to business purpose, results, and success.
- Risk Manager: Inspects and challenges risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization.
- People Manager & Coach: Coaches to sustain and elevates organizational performance while differentiating to ensure pay for performance.
- Financial Steward: Efficiently allocates and manages resources across the organization to drive short and long term profitability.
- Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization, while supporting enterprise talent needs.
- Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank s capabilities to meet client needs and to gain competitive advantage.The Market Investment Executive needs to insure that his/her team produce investment solutions for their clients that exceed client expectations while driving corporate initiatives to reduce dispersion and improve efficiency; that produce appropriate asset allocation through diversification of their book of business; that build excellent client relationships by providing a high touch level of service; and that assure sound risk management practices are followed.
Required Skills:
The ideal candidate will have 7 to 10 years of proven leadership experience in an investment management environment which emphasizes high net worth investing. He/she will have demonstrated, excellent management and communication skills with a proven track record as a mature consensus and team builder. Previous accomplishments in a similar position will include: Managing a team of investment professionals in the delivery of world class investment solutions. Growing and retaining a client base while enhancing efficiency. Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services will be essential.
The successful candidate will be adept at business development and retention; a proprietary book of business would be advantageous, but not essential.
A bachelor s degree in a business related area is required; a MBA or CFA would be highly preferable.
Skills:
- Client Management
- Decision Making
- Portfolio Analysis
- Portfolio Management
- Risk Management
- Business Acumen
- Customer and Client Focus
- Inclusive Leadership
- Problem Solving
- Strategic Thinking
- Employee Counseling
- Leadership Development
- Performance Management
- Relationship Building
- Talent DevelopmenShift:1st shift (United States of America)Hours Per Week: 40
-
executive assistant
Found in: MyJobHelper US C2 - 21 hours ago
Allspring , NC, United StatesElevate Your Career · Work where your ideas have impact · Company · Allspring Global InvestmentsTM is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to in ...
-
executive assistant
Found in: MyJobHelper US C2 - 1 day ago
Barings Corp. , NC, United StatesAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collabora ...
-
fp&a manager
Found in: MyJobHelper US C2 - 21 hours ago
PeopleCaddie , NC, United StatesJob Description: · FP&A MANAGER | $125,000 - $140,000 | DIRECT HIRE · One of the largest distributors in the Charlotte, NC area is looking for an experienced FP&A Manager to join their team. This is a Direct Hire position. · Pay: $125,000 - $140,000/year · Start Date: ASAP · Dir ...
-
executive assistant
Found in: MyJobHelper US C2 - 21 hours ago
Bosch , NC, United States**Company Description** · Our drive and control technologies ensure efficient, powerful and safe movement in machines and systems of any size. We inspire our customers with intelligent components, tailored system solutions, and services - from fully connected applications to the ...
-
assistant executive housekeeper
Found in: MyJobHelper US C2 - 2 days ago
Mckibbon Hospitality , NC, United StatesWhat Makes a McKibbon Assistant Executive Housekeeper? · The Assistant Executive Housekeeper works closely with the Executive Housekeeper, Assistant General Manager, and the General Manager to influence the total operations of the property's Housekeeping Team. You are responsible ...
-
senior manager, client service operations
Found in: MyJobHelper US C2 - 2 days ago
Fidelity Investments , NC, United StatesJob Description: · Senior Account Manager · As a Senior Account Manager supporting Fidelity Health's Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (FSA, HRA, Commuter, RMSA, LSA). · Workin ...
-
assistant dispatcher
Found in: MyJobHelper US C2 - 2 days ago
GMS , NC, United StatesPosition Summary: · The primary function of an assistant dispatcher is to work in conjunction with the Dispatcher/Operations Manager to direct and coordinate the ordering and delivery materials to customers in the day-to-day operations. · Duties & Responsibilities: · Maintain rec ...
-
optometrist - full-time
Found in: MyJobHelper US C2 - 2 days ago
Eye Care Partners , NC, United States Full timeAt Eyecarecenter, our optometrists focus on maintaining the health and development of our patient's eyes. Eyecarecenter is a proud partner of EyeCare Partners (ECP), a leading network of integrated ophthalmology and optometry providers serving patients across the entire vision ca ...
-
associate immunoassay scientist
Found in: MyJobHelper US C2 - 1 day ago
IQVIA, Inc. , NC, United StatesWe are seeking an Immunoassay Scientist to join Q2 Solutions, IQVIA's laboratory business in Durham, NC. · We hire passionate innovators who drive healthcare forward through thoughtful and inclusive collaboration. If you want to discover a career with greater purpose, join us as ...
-
cdl delivery driver
Found in: Careerbuilder One Red US C2 - 1 day ago
Transforce , NC, United StatesPosition Summary: · The primary function of a delivery driver is to safely and efficiently operate a commercial motor vehicle in compliance with company policies along with Federal and State regulations and delivers all freight undamaged. Work as a team player to deliver, load/un ...
-
laboratory automation scientist
Found in: MyJobHelper US C2 - 1 day ago
IQVIA, Inc. , NC, United StatesWe are seeking a Laboratory Automation Scientist to join Q2 Solutions, IQVIA's laboratory business in our Durham, NC location. · We hire passionate innovators who drive healthcare forward through thoughtful and inclusive collaboration. If you want to discover a career with greate ...
-
Market Director
Found in: Appcast Linkedin GBL C2 - 11 hours ago
Capstone Partners Financial and Insurance Services Newport Beach, United StatesThe Market Director will perform a variety of functions supporting executive leadership and financial professionals from onboarding experience to successful launch into the firm. This individual will support executive leadership and producers as they set production goals, increas ...
-
licensed optician
Found in: MyJobHelper US C2 - 1 day ago
EssilorLuxottica , NC, United StatesLicensed Optician - Wake Forest, NC - Target Optical · Date: Apr 3, 2024 · Brand: Target Optical · Location: · Wake Forest, NC, US, 27587 · **Requisition ID:** 841948 · **Store #** : Target Optical · **Position:** Full-Time · **Total Rewards: Benefits/Incentive Information \_US)* ...
-
licensed optician
Found in: MyJobHelper US C2 - 1 day ago
EssilorLuxottica , NC, United StatesLicensed Optician - Durham, NC - Target Optical · Date: Apr 18, 2024 · Brand: Target Optical · Location: · Durham, NC, US, 27707 · **Requisition ID:** 840346 · **Store #** : Target Optical · **Position:** Full-Time · **Total Rewards: Benefits/Incentive Information \_US)** · At Ta ...
-
licensed optician
Found in: MyJobHelper US C2 - 1 day ago
EssilorLuxottica , NC, United StatesLicensed Optician - Blakeney - Charlotte, NC - Target Optical · Date: Apr 3, 2024 · Brand: Target Optical · Location: · Charlotte, NC, US, 28277 · **Requisition ID:** 838318 · **Store #** : Target Optical · **Position:** Full-Time · **Total Rewards: Benefits/Incentive Information ...
-
licensed optician
Found in: MyJobHelper US C2 - 1 day ago
EssilorLuxottica , NC, United StatesLicensed Optician - Concord, NC - Target Optical · Date: Apr 3, 2024 · Brand: Target Optical · Location: · Concord, NC, US, 28027 · **Requisition ID:** 841958 · **Store #** : Target Optical · **Position:** Full-Time · **Total Rewards: Benefits/Incentive Information \_US)** · At T ...
-
licensed optician
Found in: MyJobHelper US C2 - 1 day ago
EssilorLuxottica , NC, United StatesLicensed Optician - Winston Salem, NC - Target Optical · Date: Apr 22, 2024 · Brand: Target Optical · Location: · Winston-Salem, NC, US, 27103 · **Requisition ID:** 843521 · **Store #** : Target Optical · **Position:** Full-Time · **Total Rewards: Benefits/Incentive Information \ ...
-
licensed optician
Found in: MyJobHelper US C2 - 1 day ago
EssilorLuxottica , NC, United StatesLicensed Optician - Charlotte, NC - Steele Creek - Target Optical · Date: Apr 25, 2024 · Brand: Target Optical · Location: · Charlotte, NC, US, 28273 · **Requisition ID:** 841074 · **Store #** : Target Optical · **Position:** Full-Time · **Total Rewards: Benefits/Incentive Inform ...
-
sales operations analyst
Found in: MyJobHelper US C2 - 21 hours ago
Flores & Associates , NC, United StatesJob Title: Sales Operations Analyst - Team Leader · Job Type: FT · Location: Hybrid/Charlotte NC · Who We Are · Benefits are complicated but by using innovative technology, paired with attentive and dedicated customer service, it doesn't have to be At Flores, we focus on technolo ...
-
director, business development, pharma services
Found in: MyJobHelper US C2 - 2 days ago
NeoGenomics Laboratories , NC, United StatesAre you motivated to participate in a dynamic, multi-tasking environment? Do you want to join a company that invests in its employees? Are you seeking a position where you can use your skills while continuing to be challenged and learn? Then we encourage you to dive deeper into t ...
Market Investment Executive - Newport Beach, United States - Bank of America
Description
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:
The Market Investment Executive (MIE) oversees the expansion of investment business for high net worth clients. The MIE serves as the market s chief investment officer, helping to communicate the firm s thought leadership.
Responsibilities include developing customized investment strategies, expanding the business and delivering investment management services, risk management, compliance, coaching and developing all investment talent. MIEs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The MIE is expected to reinforce a culture of responsible growth, proactive risk management and delivering the enterprise through business integration.
The MIE reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division, the MIE may also support additional markets.
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.