Portfolio Manager, III

Bank of America

. Work with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers .

Posted 10/2/2026full-timePalo Alto • California • United StatesSeniorLead💰 $105,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in investment decision-making and financial consulting for high-net-worth clients, with a strong focus on portfolio management, risk assessment, and compliance. Proven ability to build client relationships and drive business development while adhering to fiduciary standards and regulations.

Highest-signal resume keywords

Investment Decision MakingPortfolio ManagementClient Relationship ManagementFiduciary Standards KnowledgeFinancial Consulting Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionAsset AllocationRisk ManagementInvestment Strategy DevelopmentEconomic AnalysisSecurity SelectionTrade ExecutionCompliance ManagementFinancial Products KnowledgeTax and Legal Knowledge

Soft Skills

LeadershipNegotiationClient ServiceMentoringRelationship Management

Certifications & Qualifications

CPACFPCFA

Industry Keywords

Wealth ManagementPrivate BankingTrust ServicesHigh-Net-Worth ClientsFiduciary StandardsFinancial ServicesInvestment Performance ReviewBusiness DevelopmentClient RetentionEconomic Trends

About the role

Key responsibilities & impact

Work with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers
Evaluate, design, construct, manage, and monitor discretionary portfolios
Manage asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Collaborate with teammates to deliver integrated solutions including equities, fixed income, alternative investments, and Specialty Asset Management
Review investment performance and anticipated market changes with clients based on economic and industry analysis
Stay current on Chief Investment Office recommendations, market conditions, and economic trends to anticipate and mitigate investment risks
Develop meaningful client relationships while demonstrating care, skill, diligence, and ethics
Help drive client retention and business development
Mentor associates

Requirements

What you’ll need

Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
Experience in positions of increasing responsibility with an established and prestigious financial services firm, most likely in wealth management, private banking and/or trust
Extensive related work experience with fiduciary and financial products and services
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
Knowledge of fiduciary standards, principles and applicable laws and regulations
Skills and experience in negotiating, delegating, leadership, superior client service and relationship management
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
Bachelor’s Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience
Appropriate credentials such as CPA, CFP and/or CFA designation
Ability to work 1st shift in the United States of America
Ability to work 40 hours per week

Benefits

Comp & perks

Annual discretionary incentive plan eligibility
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact