Market Client Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Office
Location: Wellesley Hills • Massachusetts, Rhode Island • 🇺🇸 United States
Visit company websiteSalary
💰 $115,000 - $160,000 per year
Job Level
Mid-LevelSenior
About the role
- Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
- Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
- Oversees the client service experience and reviews the approval of new client accounts
- Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
- This position may also have responsibilities for managing associates.
- Represents the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel.
Requirements
- Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
- Minimum of 5+ years professional experience
- Current or previous Merrill Wealth Management experience strongly preferred
- Self-motivated and client centric
- Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
- Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
- Prior trend analysis experience
- Strong customer service and communication skills
- Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
- Bachelor’s degree or equivalent work experience
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial transactionsrisk managementcomplianceinvestment product knowledgetrend analysis
Soft skills
client centriccustomer servicecommunicationmanagementleadership
Certifications
SIESeries 7Series 66Series 63Series 65Series 9Series 10Series 8Series 3Series 31