Senior Investment Manager
Company: Disability Solutions
Location: Providence
Posted on: May 4, 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:The Senior Investment Manager
is responsible for defining and owning the Financial Advisor(s)
and/or Advisor Team(s) overall investment management philosophy
through the development of portfolio strategy, and leading a sound
investment management process. Would act as team CIO, leading the
investment committee for large teams, and working in close
partnership with internal specialists to deliver holistic
investment solutions by identifying and establishing targeted
investment strategies. Strong ability to connect with clients and
communicate CIO research in a concise and compelling manner. Ensure
risk profiles, goals, objectives and asset allocations are aligned
and reflected properly for each client. Senior-level expertise in a
wide range of investment product areas and ability to deliver full
range of products and services across the enterprise, ensuring
alignment to client goals and strategies. Oversee preparation and
present client performance review reports to measure progress to
goals. Serves as subject matter expert for all investment-related
questions that come in from clients. This role is an FA Paid
Resource. This position is subject to SAFE Act registration
requirements. Pursuant to the SAFE Act requirements, all employees
engaged in residential loan mortgage originations must register
with the federal registry system and remain in good standing. Since
your position requires SAFE Act registration, you will be required
to register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE
Act registration may result in disciplinary action up to and
including termination.Required Qualifications:
Keywords: Disability Solutions, Attleboro , Senior Investment Manager, Executive , Providence, Massachusetts
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