Private Client Manager – Investments

Bank of America

Private Client Manager expanding client relationships in financial services at Bank of America. Advising on financial needs and managing internal and external partnerships for deeper relationships.

Posted 6/11/2026full-timeNew York City • Illinois, Massachusetts, New Jersey, New York • 🇺🇸 United StatesSeniorLead💰 $110,000 - $215,000 per yearWebsite

About the role

Key responsibilities & impact

This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships.
Key responsibilities include advising on the client’s financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects.
Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements.
Drives inflows of new business across all product lines into existing book of business.
Leads complex credit opportunities, including structured credit deals.
Grows book balances and Year over Year revenue.
Partners with and mentors Private Client Managers on more complex products and client relationships.
Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction.

Requirements

What you’ll need

Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
Excellent ability to work in a team environment
Strong interpersonal and influence / partnership skills
Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit analysisrelationship managementfinancial advisingmortgage loansstructured credit dealsclient management processinvestment knowledgetrust managementwealth transfer

Soft Skills

interpersonal skillsinfluence skillspartnership skillsteamworkmentoringcommunicationclient satisfactionleadership

Certifications

Series 7Series 63Series 65Series 66