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Relationship Manager

2 months ago

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

At Bank of America, we are committed to helping our clients achieve their financial goals through strategic partnerships and exceptional service. As a Relationship Manager, you will play a critical role in cultivating strong relationships with third-party investment managers to drive business growth and progress strategic priorities for our Global Wealth & Investment Management (GWIM) businesses.

Key Responsibilities:
  • Develop and maintain strong relationships with asset managers to ensure alignment with GWIM strategy and priorities.
  • Identify and highlight opportunities for enterprise-wide connectivity and growth.
  • Align internal and external messaging to ensure consistent communication with advisors and clients.
  • Promote and enforce GWIM policies and procedures to ensure compliance with regulatory requirements.
  • Monitor and highlight asset manager growth potential for partnership status upgrades.
  • Collaborate with internal partners to execute priority areas with asset managers and risk management initiatives.
Requirements:
  • Minimum of 8+ years of experience in the financial services industry.
  • Bachelor's degree in a related field, preferred.
  • Exceptional interpersonal and management skills.
  • Prior experience working with asset managers.
  • Broad knowledge of wealth management business.
  • Strong quantitative and analytical skills.
  • Ability to work under pressure and manage multiple tasks and initiatives.
Skills:
  • Business Acumen
  • Critical Thinking
  • Customer and Client Focus
  • Result Orientation
  • Analytical Thinking
  • Collaboration
  • Oral Communications
  • Stakeholder Management
  • Adaptability
  • Innovative Thinking
  • Planning
  • Prioritization
Work Environment:

This role is based in the United States and requires occasional travel.