Premium Elite Relationship Manager

Bank of America

Premium Elite Relationship Manager at Bank of America managing high-net-worth clients' trading and servicing needs. Responsible for delivering on performance goals and enhancing client relationships.

Posted 6/12/2026full-timeHunt Valley • Maryland, New Jersey, Rhode Island • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Manages a book of high net worth, active self-directed clients.
Serves as primary point of contact for all of the clients' trading and servicing needs.
Delivers on performance goals, such as driving asset growth and expanding the breadth and depth of client relationships.
Demonstrates knowledge of trading mechanics, fixed income, options, margin, and margin regulations.
Develops knowledge of internal policies, procedures, and processes.

Requirements

What you’ll need

Minimum 3 - 5 years of investment, trading and brokerage experience required.
Experience with advanced trading strategies, options, fixed income, and margin required.
Series 7 and 66 licensing required.
Strong analytical and organizational skills.
Strong interpersonal skills and the ability to work in a team environment.
Ability to handle multiple tasks in a dynamic environment.

Benefits

Comp & perks

This role is currently benefits eligible.
We provide industry-leading benefits.
Access to paid time off.
Resources and support to our employees.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

trading mechanicsfixed incomeoptionsmarginadvanced trading strategiesasset growthclient relationship management

Soft Skills

analytical skillsorganizational skillsinterpersonal skillsteamworkmultitasking

Certifications

Series 7Series 66