Bank of America · 2 weeks ago
Private Bank Market Executive
Naples, FL
Full-time
Onsite
Director/ExecutiveBank of America is committed to helping make financial lives better through the power of every connection. The Market Executive is responsible for driving growth, productivity, and integrated business solutions across all client interactions, while managing a team and ensuring adherence to compliance and fiduciary standards.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Drive Responsible Growth in the Market:
Delivers on key business and financial metrics
Drives an integrated culture of responsible growth across all roles
Executes against Private Bank strategy and priorities, tailored to local market dynamics and competitor footprint
Ensures sound decision making on business selection in accordance with risk appetite
Is fully accountable for effectively managing market’s trust risks, adherence to administrative metrics, and ensuring trust policy adherence
Decisions resource allocation in market, including headcount and marketing priorities
Deliver for Clients:
Responsible for client satisfaction and retention
Drives delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients
Owns final decisions on client team composition and book distribution upon advisor departures
Partners with CME to ensure resolution of issues/obstacles
Engages directly with key clients and prospects, including oversight of the at-risk client process and direct engagement with at-risk clients
Talent Management:
Recruits, hires, develops, and retains talent
Coaches across roles on driving responsible growth and risk management
Drives employee engagement and culture of inclusion
Gets to know top and key diverse talent in the market, externally and across BAC lines of business
Acts quickly to address performance issues
Delivers One Company:
Responsible for delivering the bank to Private Bank clients and prospects, based on their individual needs and goals
Delivers on cross-LOB referral and pull-through targets
Serves as face of Private Bank in the market to enterprise partners, market president team and in the local community
Drives an enterprise mindset and referral activity across disciplines
Qualification
Required
FINRA Licenses Required: S7, S66 OR S63 & S65, S24
Strong business judgment and decision making, particularly on issues relating to business selection, risk management, talent and performance management, enterprise partnerships, financial management and problem resolution
Demonstrated track record of delivering business results & driving responsible growth
Ability to attract, select, develop, and retain top talent across job families
Communicates in a clear and compelling manner with employees, clients, and enterprise partners (executive presence)
Strong foundational end to end knowledge of the business, including the fiduciary and investment platform, banking and credit products, and industry trends
Preferred
Bachelor's Degree preferred
Advanced certifications a plus
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
Founded in 1998
10001+ employees
H1B Sponsorship
Bank of America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)
Funding
Current Stage
Public CompanyTotal Funding
$3.59BKey Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M
Leadership Team
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
Rami Salem
SVP Strategic Competitive Intelligence
Recent News
Maryland Daily Record
2026-01-25
2026-01-24
Daily Herald
2026-01-24
Company data provided by crunchbase