U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
The U.S. Trust Market Sales Executive (MSE) supports the Market Executive ME in growing the market by driving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management for their aligned market.
The MSE has direct reporting accountability for PCAs, PCMs and/or PCADs as determined by the Market Executive based on the size and needs of the market and growth strategy. The MSE executes the business onboarding and ramp up of PCA and PCM hires across the market and coaches advisors to optimize their performance. The Market Sales Executive will also help drive the implementation of strategic growth initiatives, in addition to supporting the ME to effectively manage market trust risks, adherence to administrative metrics and ensuring trust policy adherence.
Based on the needs of other markets in the division, the Market Sales Executive may also assist other MEs with driving sales practices, advisor productivity, client engagement/ retention, client team development and training, sales routines and pipeline management.
Drive Responsible Growth in the Market:
Deliver for Clients:
Delivers One Company:
Shift:1st shift (United States of America)
Hours Per Week:40