client and business manager vp resume example with 9+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Performance-driven Client and Business Manager, Vice President with 12+ years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

  • Marketing
  • Project Management
  • Networking and Collaboration
  • Business Growth
  • Program Development And Management
  • Member Engagement
  • Performance Monitoring
  • Program Leadership
  • Budget Coordination
  • Partnership Development
Work History
06/2019 to Current
Client And Business Manager, VP Bank Of America Private Bank City, STATE,
  • Saint Louis’ COO on Market Management Team to identify and implement process improvement, project management, drive resource allocation and efficiency, ensure adherence to risk and compliance policies and regulatory standards
  • Responsible for performance marketing; including oversight and execution of project management, driving and executing of strategic initiatives, design plan, and client and business management functions across market
  • Maintain effective relationships with cross eight lines of business partner executives to develop action plans including stakeholders surveys/ campaigns for strategic direction for target audience, and enterprise strategies while positively promoting and supporting enterprise changes and company culture to ensure practices are fully adopted for optimal success
  • Proactively hold meetings associates within the market and division including all tasks related to performance management, collaboration events, high focus on marketing and retention, mentoring, career growth, D&I initiatives and overall enterprise collaboration and positive team building; Responsible for the performance and talent management
  • Mentoring for division through seven employee networks, including employee growth, volunteerism, coaching and development, D&I, women's network streams and employee advancements programs
  • Responsible for budget/ financial management, operational excellence, audit/ compliance, talent hiring, annual reviews and allocations, process improvement, business continuity and market communication
  • Works in close partnership with all partners including National Practice Groups and control function partners in HR, Finance, Risk, Compliance and Business Control Management and Networking partner
06/2015 to 06/2019
Private Wealth Banking Specialist, VP Merrill Lynch Bank Of America City, STATE, Sain Louis, MO
  • Was sole Wealth Management business parner to 216 Merrill Lynch Financial Advisors in Missouri and Illinois
  • Partnered with Merrill Lynch advisors to provide comprehensive financial solutions to individual wealth management clients with assets in range of $1-$10MM
  • Assisted financial advisor teams in navigating complex client situations, to ensure clients were provided best client 'white glove' experience possible
  • Continued to build relationships with both Merrill Lynch advisors and clients to connect and determine best solution for client needs and benefits while managing relationships with clients, partners and advisors
  • Traveled/hosted client meetings, created and presented data to clients and stakeholders that were tailored to fit clients needs, and strategies to continue to help grow, maintain and simplify clients financial health
  • Proactively partnered with partners and other eight line of business experts including third parties
05/2013 to 06/2015
Financial Center Operations Manager, AVP Bank Of America City, STATE, Saint Louis, MO
  • Managed and partnered with several different financial centers within St. Louis market framework
  • Led teams and operated as business owner by observing and coaching teams and individuals performance to collectively meet goals and establishing action plans
  • Understand solutions enterprise provides while continuing to build relationships with teammates and specialists to assist clients with their financial needs
  • Adhere to policies and procedures through education of regulatory policies, employee and client safety procedures and service delivery guidelines
  • Ensure day-to-day activities comply with standards by observing and coaching teammates in client service section, operational procedures
  • Responsible for operational excellence, coaching and developing, retaining talent and associates career growth
Expected in 06/2016 to to
Bachelor Of Art s (B.A: Business Administration And Management
Missouri Baptist University - St Louis, MO

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Resume Overview

School Attended

  • Missouri Baptist University

Job Titles Held:

  • Client And Business Manager, VP
  • Private Wealth Banking Specialist, VP
  • Financial Center Operations Manager, AVP


  • Bachelor Of Art s (B.A

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