Specialty Asset Management Regional Manager - Closely Held Assets
Company: Disability Solutions
Location: Dallas
Posted on: April 20, 2024
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Job 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: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. Direct coaching and development
responsibility. Responsible for pro-rata piece of SAM
revenue/expense plan.Responsibilities:This Regional Manager
position is responsible for the oversight of investment holding
companies held in trusts, estates, and investment management
accounts. These assets are business entities whose underlying
assets are primarily made up of financial assets (equities, fixed
income, funds and alternatives). This role also oversees certain
programs within Private Business Group including analytical
methods, valuation, financial models and tools, and special
projects. While this Regional Manager position does not have direct
reports, the role requires extensive oversight/review over the work
of Asset Managers.The priorities of Private Business Group include
achieving asset management goals and meeting client objectives all
while managing fiduciary risk. The primary areas of technical
expertise required to succeed include equity analysis, business
valuation and fiduciary acumen. Regional Managers approve all new
assets, numerous types of transactions, and must have the ability
to coach teammates and interact with internal and external
stakeholders having varying levels of understanding in the subject
matter we handle. Key skills required include the areas of
expertise noted above as well as the abilities to excel in a
fast-paced environment balancing simultaneous objectives, competing
priorities and the keen ability to handle ambiguity.Required
Qualifications:
Keywords: Disability Solutions, Dallas , Specialty Asset Management Regional Manager - Closely Held Assets, Executive , Dallas, Texas
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