Associate Regional Director

Bank of America

Associate Regional Director managing private wealth advisors at Bank of America to drive business strategy and enhance client experience. Focused on growth, risk management, and relationship building.

Posted 6/18/2026full-timeAtlanta • Florida • 🇺🇸 United StatesLeadWebsite

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

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

wealth managementregulatory supervisionadvisor coachingclient engagementrisk managementstrategic planningrevenue growth strategiestalent recruitmentproblem solvingrelationship building

Soft Skills

leadershipinclusioninnovationcommunicationcollaborationcoachinginfluenceadaptabilityclient focusteam management

Certifications

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