Associate Regional Director

Job Description: This job is responsible for supporting the Regional Managing Director in driving out business strategy while managing private wealth advisors and ensuring the delivery of an exceptional ultra-high-new-worth (UHNW) client experience that yields responsible growth while minimizing risk. Key responsibilities include building a culture of excellence by recruiting, developing, and retaining top talent in an environment that is inclusive and supportive of all employees. Job expectations include establishing strategic relationships, growing market share and protecting the bank's brand internally and externally. Responsibilities: •Executes components of the region business plan with a focus on advisor productivity, strategic flows, and revenue growth. •Recruits, coaches, and retains high-performing talent, fostering a culture of inclusion, innovation, and respect regardless of team size or tenure. •Influences advisor engagement and client experience, ensuring alignment with enterprise priorities and directly coaching advisors to optimize impact. •Serves as a trusted advisor and problem solver for UHNW clients delivering customized, integrated solutions embedded in a strong risk culture. •Builds relationships across lines of business and product groups to deliver the enterprise’s full capabilities, orchestrating firm and enterprise resources to solve complex client needs. •Acts as the regulatory supervisor for multiple groups of private wealth advisors, partnering with Supervision and Control partners to oversee activities that require advanced licensing (Series 9/10 and 3/31). •Represents the firm in local market (LMO) activities, business development efforts, advisor recruiting and events to support advisor and client growth. Skills: Strategic Thinking Coaching Decision Making Executive Presence Recruiting Customer and Client focus Inclusive Leadership Relationship Building Risk Management Emotional Intelligence Leadership Development Performance Management Process Effectiveness Conflict Management Drives Engagement Required Qualifications: •Minimum 12 years professional experience. •Minimum 5 years management experience, with ability to lead at scale. •Must have series 7, Series 63 and 65 or 66, Series 9 and Series 10, and the ability to obtain Series 31 or 3 within a short timeframe. •Advanced wealth management acumen, including UHNW products and strategies, regulatory and supervisory requirements, and industry trends. •Ability to travel up to 50% of the time. Desired Qualifications: •Proven success running a complex, large scale organization, driving growth and minimizing risk in a regulated environment. •Direct experience leading financial advisors or other senior client facing associate(s), recruiting talent, and delivering results in a matrixed environment. •Advanced communication and presentation skills with experience influencing UHNW clients and the advisors who serve them. •Success creating and executing strategic business plans, knowing key levers to capitalize on highest opportunities and establishing an optimal operating rhythm to lead sustained performance •Operational expertise, working cohesively with direct and indirect teams and partners to drive local strategy in alignment with enterprise priorities. •Exemplary judgment and problem-solving capability, with a track record of acting decisively across risk, talent, financial management, and enterprise partnerships, maintaining alignment with long-term objectives and immediate client/associate needs. •Demonstrated expertise balancing complex, high-impact and high visibility priorities in dynamic environments. •Experience anticipating and mitigating emerging risks and business disruptions, developing contingency plans, influencing rapid response strategies and ensuring strong escalation processes for critical issues. •Adaptable leader skilled at navigating complexity and driving transformation. •Bachelor’s degree or equivalent work experience preferred. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range $200,000.00 - $275,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity. Getting started Regardless of the position you are interested in, the starting points to building your resume are the same: 1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications. 2. Think about why you can do the job and make a list of your skills that are relative to the job. 3. Identify experiences or accomplishments that show your proficiency in the skills required for the job. 4. Summarize your abilities, accomplishments and skills into a brief, concise document. Considerations when writing a resume • Do be brief. Resumes should be 1-2 pages in length. • Do be upbeat and active in your wording. • Do emphasize what you have done clearly and concretely. • Do be neat and well organized. • Do have others proofread and critique your resume. Spell check. Make it error free. • Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. • Don't be dishonest, always tell the truth about yourself in the most flattering light. • Don't include salary history or requirements. • Don't include references. • Don't include accomplishments that do not support your professional goals. • Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments. Seven steps to a successful interview 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage. Pay Transparency - Privacy Statement -