Associate – Business Support Manager

Bank of America

Join a respected Merrill Center team empowering clients to be intentional about wealth’s impact. Develop insights and content to engage clients and Financial Advisors in family wealth dynamics.

Posted 7/31/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing tailored content and educational materials for Financial Advisors and clients, with a strong focus on family wealth dynamics and governance. Proven ability to engage ultra-high net worth clients through effective communication and program design.

Highest-signal resume keywords

Experience With Ultra-High Net Worth ClientsFamily Wealth Dynamics ExpertiseGovernance KnowledgeContent Development SkillsEducational Program Design

ATS Keywords

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Applicant Tracking System Keywords

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Industry Keywords

Client Family MeetingsFinancial AdvisorsEducational CurriculumProgram DesignResearch SkillsEngagement StrategiesEmpowerment TechniquesBusiness ManagementPsychologySociology

About the role

Key responsibilities & impact

Help create tailored content and deliver/facilitate client family meetings
Develop materials to effectively engage and empower Financial Advisors
Support educational curriculum and program design for Financial Advisors and clients
Research existing and new family wealth dynamics and governance topics

Requirements

What you’ll need

At least 3 years of experience working with ultra-high net worth clients
Strong interest in the field of family wealth dynamics and governance
College degree preferred (Concentration in business/management and/or psychology/sociology welcome but not required)

Benefits

Comp & perks

Discretionary incentive eligible
Annual discretionary award based on performance
Industry-leading benefits
Access to paid time off
Resources and support to make a genuine impact