Client Relationship Manager

Bank of America

Client Relationship Manager at Merrill Wealth Management leading service delivery model and banking strategy. Managing client service experience, financial transactions, and cross-functional teams.

Posted 6/3/2026full-timePepper Pike • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SIESeries 7Series 66Series 63Series 65Series 9Series 10Series 3Series 31investment product knowledge

Soft Skills

self-motivatedclient centricstrong customer service skillsstrong communication skillsstrong management skillsplanningmonitoringinfluencingnegotiatingdelegating