About the Role: Senior Portfolio Manager to lead client acquisition and portfolio management for ultra-high-net-worth individuals and family offices. This role requires deep investment acumen, a strong understanding of fiduciary trust laws, and expertise in alternative
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
Job Description Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs,
Senior Portfolio Manager Senior Portfolio Manager to lead client acquisition and portfolio management for ultra-high-net-worth individuals and family offices. This role requires deep investment acumen, a strong understanding of fiduciary trust laws, and expertise in alternative
Trust Officer Summary: This role manages a book of mostly trust accounts, provides fiduciary guidance, trust administration services, and delivers exceptional client service. This role involves relationship management, trust administration, estate planning support, and coordination with