Vice President; Sr Client Outreach Specialist

Responsibilities

• Work with Bankers, Ops and relevant stakeholders to determine requirements for each client's onboarding.
• Assign Onboarding Outreach contacts and serve as the key point of contact for relevant clients as well as Bankers, Operations, Risk and other internal functions.
• Drive ownership of client engagement and work across Lines of Business to close relationship coverage gaps and own any requirements as it relates to client‑related discussions in internal governance routines within the FLU and those governed by support partners.
• Oversee and resolve the risks and impacts of noncompliance with KYC processes, including restrictions, closures and associated business growth impacts, and consolidate client feedback on policy, requirements and/or jurisdictional nuances given to help improve the Bank's processes across lines of business and regions.
• Remote work may be permitted within a commutable distance from the worksite.

• Bachelor's degree or equivalent in Accounting, Business Administration, Finance, Economics, or related.
• 5 years of progressively responsible experience in the job offered or a related Finance occupation.
• Must include 5 years of experience in each of the following:
  • Assisting in structuring, executing, and managing risk for various financial transactions such as M&A, equity or debt transactions involving but not limited to small and mid‑cap or middle market companies.
  • Assisting in coordinating information flow and execution with various internal partners and product groups.
  • Handling client‑related requirements in governance routines and mitigating risks associated with non‑compliance, including restrictions and closures.
  • Organizing and maintaining accurate client contact records in systems of record.

10% domestic travel required.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Employer:

BofA Securities, Inc.

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