Relationship Manager - Global Commercial Banking - Transformative Healthcare (Newport Beach)

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Bank of America’s Transformative Healthcare segment is seeking a Relationship Manager to join our team in Southern California. The Transformative Healthcare Group focuses on the middle‑market healthcare industry, providing traditional banking, capital raising, and advisory services to public and private healthcare companies with annual revenues generally ranging from $50 million to $2 billion. This group is a specialized team within the Global Commercial Bank. The Transformative Healthcare Group maintains a leadership position within the industry, manages numerous syndicated and capital markets‑agented transactions, and works closely with Global Investment Banking. The team brings deep industry expertise and a comprehensive suite of solutions to support the complex financial needs of healthcare services and life sciences companies.

• →Manages a portfolio of For Profit Healthcare clients and prospects with annual revenues of $50 million to $2 billion and helps companies operate, borrow, and invest for their current and future needs
• →Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships
• →Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
• →Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
• →Leads and facilitates dialogue with a variety of complex Healthcare clients and prospects regarding topics such as the healthcare industry, alternative capital structures, and general business issues
• →Coaches and mentors peers, while utilizing team leadership skills
• →Adapts to changes in sales practices and broader market and industry conditions as needed

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management
• Intellectual Curiosity

• Undergraduate degree in related field or equivalent work experience. MBA desirable.
• Existing knowledge of the market preferred.
• Active member/participation in local community organizations.
• Highly desirable to have active networking contacts and Centers of Influence established in market.
• Desire to work in Specialized Industries with an interest in Healthcare.