Relationship Manager

3 days ago


New York, New York, United States Bank of America Full time
Job Title: Relationship Manager

We are seeking a skilled Relationship Manager to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for supporting our Financial Advisors in developing and enhancing existing client relationships.

Key Responsibilities:
  • Serve as a key point of contact for clients on non-administrative requests and needs
  • Support relationship management activities and develop, implement, and monitor the team's client service model
  • Assist with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition
Requirements:
  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • SAFE ACT Registration
  • Obtain and/or maintain at least one firm-approved designation
  • Possess strong communication skills and ability to lead through collaboration and influence without direct authority
  • Detail-oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
Benefits:

We offer a competitive salary, formulaic incentive plan, and a comprehensive benefits package. Our team is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and free from discrimination.


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