Associate Regional Director

Bank of America

Associate Regional Director at Bank of America driving business strategy and managing private wealth advisors. Delivering an exceptional UHNW client experience with a focus on responsible growth and risk management.

Posted 6/11/2026full-timeLos Angeles • California • 🇺🇸 United StatesLead💰 $200,000 - $275,000 per yearWebsite

About the role

Key responsibilities & impact

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).

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.

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Applicant Tracking System Keywords

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Hard Skills & Tools

wealth managementregulatory supervisionadvisor coachingstrategic planningrisk managementclient engagementproblem solvingtalent recruitmentperformance optimizationrelationship building

Soft Skills

leadershipcommunicationinclusioninnovationrespectcollaborationinfluencecoachingadaptabilityclient focus

Certifications

Series 7Series 63Series 65Series 66Series 9Series 10Series 31Series 3