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Managing Director, Investment Banker, Private Capital and Family Office

Bank of America Corporation
Palo Alto, CA
Full-time

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 :

This job is responsible for building strategic partnerships with CEOs, CFOs, board members, principals and other key decision-makers within a targeted client group.

Key responsibilities include providing creative, value-added ideas and solutions based on client needs, while focusing on priority clients within the segmentation model.

Job expectations include representing and coordinating the delivery of the full range of product capabilities to the client.

Responsibilities :

  • Drives origination efforts by identifying new business opportunities and developing tactical plans specific to a targeted client list, as well as assessing risk and limiting financial loss
  • Leads all aspects of the client relationship including originating and flawless execution of deals by using fully developed client relationships, business development, and / or product advisory responsibilities
  • Delivers presentations and advises major clients by thinking strategically and forecasting client needs
  • Manages and develops direct resources and activities across the global franchise in order to deliver the bank's products and services to the client
  • Maintains deep client relationships (CEO, CFO, and Board), including First Call relationships as a Trusted Advisor
  • Leads a group of bankers that focus on investment banking across the region
  • Participates in the recruitment, development, and management of senior coverage resources and product officers that originate and execute transactions

Skills :

  • Business Development
  • Client Management
  • Decision Making
  • Negotiation
  • Relationship Building
  • Advisory
  • Executive Presence
  • Prospecting
  • Recruiting
  • Risk Management
  • Presentation Skills
  • Regulatory Compliance
  • Risk Analytics
  • Workforce Diversity Management
  • Written Communications

Shift :

1st shift (United States of America)

Hours Per Week :

12 days ago
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