Client Acquisition Executive, Banking & Investments

Bank of America

. leading the team responsible for identifying, evaluating and signing prospective clients for the Employee Banking and Investing Program .

Posted 5/2/2026full-timeSan Francisco • California, Illinois, Massachusetts, New York, Washington • 🇺🇸 United StatesSeniorLead💰 $180,000 - $231,000 per yearWebsite

About the role

Key responsibilities & impact

leading the team responsible for identifying, evaluating and signing prospective clients for the Employee Banking and Investing Program
engaging with corporate clients and senior executives across all lines of business to build relationships
understanding and presenting program benefits
managing contracts and coordinating approvals across Legal, Compliance, and Risk teams
being the key liaison with executives to drive additional business and help present on the EBI business
conducting client research and preparing for meetings to effectively present program benefits

Requirements

What you’ll need

Experience in business development or client development roles
Extensive knowledge of and network across corporate and/or commercial banking
Minimum of 10+ years of experience in financial services, wealth management
Demonstrated ability to successfully manage a portfolio of clients and drive engagement
Proven track record in prospecting, relationship building, and closing successful transactions
Strong professional sales skills, including strategic planning, execution, and follow-up
Excellent verbal and written communication skills
Demonstrated leadership and ability to influence cross-functional teams
Strong executive presence and relationships across enterprise
Strong public speaking skills with the ability to present confidently to diverse audiences
Proficiency in Advanced Excel and PowerPoint

Benefits

Comp & perks

industry-leading benefits
access to paid time off
resources and support to employees

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business developmentclient developmentfinancial serviceswealth managementportfolio managementprospectingrelationship buildingsales skillsstrategic planningAdvanced Excel

Soft Skills

communication skillsleadershipinfluenceexecutive presencepublic speakingrelationship managementengagementpresentation skillsteam collaborationclient research