Private Client Manager – Investments

Bank of America

Private Client Manager responsible for expanding client relationships at Bank of America. Advising clients on financial needs and managing complex product relationships.

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

About the role

Key responsibilities & impact

Expanding client relationships by identifying opportunities to deepen existing relationships
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
Executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience
Responsible for the provision of residential mortgage loans, subject to SAFE Act registration

Requirements

What you’ll need

7+ years of successful experience in managing relationships with high-net-worth clients or equivalent financial services/business experience
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
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
MBA or Post-Graduate Degree, CFP, CPA, CFA, CTFA, CFM or JD a significant plus

Benefits

Comp & perks

Employee access to affordable, competitive and flexible benefits
Health insurance
Paid time off
Resources and support for physical, emotional, and financial wellness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

residential mortgage loansbankingcreditinvestmentstrustwealth transfer

Soft Skills

relationship managementteamworkinterpersonal skillsinfluence skillspartnership skills

Certifications

Series 7Series 63Series 65Series 66MBACFPCPACFACTFACFM