Market Client Relationship Manager
Bank of America
full-time
Posted on:
Location Type: Hybrid
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
- Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams
- Supervises financial transactions and operations to drive risk management best practices
- Oversees the client service experience and reviews the approval of new client accounts
- 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
- 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)
- Prior trend analysis experience
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Discretionary incentive eligible
- Resources and support to employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trend analysisinvestment product knowledgerisk managementfinancial transactions supervision
Soft skills
self-motivatedclient centricleadershipteam development
Certifications
SIESeries 7Series 66Series 63Series 65Series 9Series 10Series 8