Private Bank Market Executive

Description  The Market Executive is the singular market leader accountable for driving growth, productivity, and an integrated business across all client solutions. The Market Executive will focus on growing the market through four key areas of responsibility: working with teams to deliver solutions to clients and grow new relationships and deepen existing ones, driving market integration across lines of business, recruiting talent to the platform, and driving a culture and strategy of growth and client engagement across all roles.

Through the leverage created by a strong market support team, the Market Executive will focus their time going deeper with teams, clients, prospects, and COIs to drive growth. As the leader of the market, this individual will be accountable for delivering against revenue and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk and compliance standards.

The Market Executive is the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment Executive. In smaller markets, the Market Executive is supported by a Sales Executive and Client Management Executive from a larger hubmarket. In this scenario, the Market Executive would also be supported by a local Business Support Manager.

Series 7, 63, 65 or 66, and 24 required.

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

Required Skills

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.

Bachelor’s Degree preferred. Advanced certifications a plus.

Skills

Business Acumen

Client Management

Customer and Client Focus

Leadership Development

Talent Development

Decision Making

Inclusive Leadership

Problem Solving

Sales Strategy

Strategy Planning and Development

Budgeting

Conflict Management

Relationship Building

Strategic Thinking

Workforce Planning

Shift
1st shift (United States of America)

Hours Per Week
40

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