Bank of America · 13 hours ago
Portfolio Manager III
Kansas City, MO
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBank of America is committed to helping make financial lives better through every connection. The Portfolio Manager III is responsible for creating customized investment strategies for complex, high-net-worth investors, managing all aspects of discretionary portfolio management, and driving client retention and business development.
Asset ManagementBankingFinanceFinancial ServicesFinTech
Responsibilities
Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics
Qualification
Required
A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients
This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
Knowledge of fiduciary and financial products and services required through extensive related work experience
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required
Preferred
Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation
A graduate degree such as MBA or JD preferred
The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Company
Bank of America
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
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
2026-01-17
2026-01-17
Company data provided by crunchbase