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Relationship Manager

2 months ago

Pittsburgh PA USA, United States Bank of America Full time
Job Description

Role Summary:

The Relationship Manager will support the Irick Group- Merrill Private Wealth Management team in developing and enhancing existing client relationships. This role will provide specialized support in business development, wealth planning, investment management, and business management, with a focus on relationship management activities.

Key Responsibilities:

  • Assist with and attend client meetings and discussions to promote growth and acquisition.
  • Engage portfolio managers, product specialists, and team members to support sales and service activities.
  • Develop, implement, and monitor client service models with the Financial Advisor and/or team Senior Business Manager.
  • Work with the Financial Advisor and/or team Senior Business Manager to develop and implement sales and service strategies.
  • Provide exceptional client service and support to ensure client satisfaction and retention.

Requirements:

  • Currently hold Series 7 & 66 or 63/65 licenses.
  • Obtain and/or maintain at least one firm-approved designation.
  • Have an inclusive mindset and be open to working with a diverse population.
  • Possess strong communication skills and the ability to lead through collaboration and influence without direct authority.
  • Be detail-oriented with strong organizational skills and the ability to manage multiple tasks and priorities at once.
  • Have thorough knowledge and understanding of the suite of Wealth Management products and services.
  • Proven ability to manage risk and support sound decisions.
  • Ability to research escalated client issues for response/resolution.

Work Environment:

This role is subject to SAFE Act registration requirements. Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.